Southend-on-Sea
Sarah joined Perspective (Goldwyns Wealth Management) in 2023 as a Paraplanner and later became a Financial Planner in February 2025.
Sarah began her career in financial services in 2018 after completing her degree, gaining experience across various roles in firms throughout Kent and Essex. She is working towards Chartered status, with plans to specialise in areas such as Long Term Care and Equity Release.
Within her role Sarah works closely with her clients to understand their goals and provide tailored financial advice. She finds it rewarding to support clients through key life decisions and help them achieve long-term financial security.
Outside of work, Sarah enjoys horse riding, walking her dog in the Essex countryside, and relaxing with friends at the local pub.
Check out Sarah’s VouchedFor profile here.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
