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Sarah Taylorson DipPFS

Financial Planner

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.

Based

Southend-on-Sea Office

Rutland House
90-92 Baxter Avenue
Southend-on-Sea
Essex
SS2 6HZ

Telephone: 01702 353071

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Perspective (Goldwyns Wealth Management) is a trading style of Perspective (South) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd, Registered in England and Wales No 03120930 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk