Taylor Gillett
Client Services Officer at Insight Wealth Planning
Taylor began her financial services career in 2019, starting as an executive assistant to practice principals. Relocating to Newcastle in 2023, Taylor joined the Insight Wealth Planning team.
Taylor brings a fresh and enthusiastic approach to her role, offering exceptional client support with a commitment to high standards. Joining Insight Wealth Planning as part of the Client Administration Office – Service team, Taylor plays a crucial role in facilitating client requests and coordinating review documentation. Her dedication ensures that every detail is addressed, and clients receive personalised advice to improve their financial freedom.
Taylor’s dedication to accuracy and thoroughness ensures that all client strategies, ongoing service requirements and documents are in order and executed flawlessly, enhancing the overall client experience.
Outside of work, Taylor enjoys socialising with friends and exploring her new surroundings in Newcastle.
