Adviser outsourcingAbout US
“Knowledgeable, friendly, efficient, always do what I want when I want it, proactive, always improving, great service.”
Alan Moran – Interface Financial Planning
“The best of the best. The people at Adviser Outsourcing are already very experienced in the financial services/advice sector and because of this they will save you bundles of time and money and let you get on with running your business. On top of that they are nice people.”
Neil Beattie, Cadence Financial Solutions
03. Problem Solving
“Sarah and her team are very knowledgeable and know the systems well. Therefore they are able to give us advice about processes and the best way to approach certain scenarios. Advisor Outsourcing are invaluable to us.”
Anne Hill, Paradigm Financial Planning
The Numbers Don’t Lie
Adviser Outsourcing was established in 2015 by Sarah Challenor on the premise of operational support and problem solving for financial advisory business.
The team has over 100 years experience in financial services and strive to give the best possible client experience. This is coupled with an enthusiasm to keep up to date on the latest technological solutions to enhance operations where appropriate. Adviser Outsourcing head office is based in Hinckley and has remote workers across the UK to support the outsourcing services.
Adviser Outsourcing are recognised partners of Intelliflo (IO), Iress (AO & Xplan), Preamium (Wealthcraft) and NextGen and also have experience of other back office systems such as, Curo, Finplan and True Potential.
Hours of Manual data manipulation saved
A Team Of Professionals
Owner and Consultant Director
Sarah has worked in a variety of roles in Financial Services for over 20 years, which has enabled her to develop a wealth of knowledge. These roles have been with both Financial Advisers and Financial Advice software firms, providing insight from both perspectives. Sarah thrives on employing a hands-on approach to working with firms and loves data and problem solving. Sarah has always had a passion for continuous improvement which has facilitated solutions for a range of clients on operations and preparing firms for sale. Sarah was also asked to be a host for the Volta Blue national business owners mastermind group which facilitates collaboration between business to problem solve.
Outside of the office Sarah is kept busy by her 2 younger children, 2 older children and 2 grandchilden. She loves exercising and claims she works to give her a bit of peace and quiet.
Steve has worked in financial services for over 5 years and was in a variety of process driven roles before that. Steve’s attention to detail and processes is a fantastic asset within the business. He also supports training others within Adviser Outsourcing as they have come on board.
Steve shares the 4 children and 2 grandchildren with Sarah, so he is never bored. When not babysitting or trying to understand the latest social media trends, Steve enjoys spending time at the gym – and getting the rest of us into shape.
Caroline has worked in the Financial Services Industry for nearly 20 years providing specialised Back-Office support for Financial Advice Firms. Previously Caroline has managed a team of Financial Debt Collectors and has been a Retail Regional Training Officer providing group and one-to-one tuition and writing Training Plans relating to Office and Accounting Operations.
Along with Certification in Bookkeeping, these valuable experiences enable Caroline to transfer and apply her skills and expertise to our outsourced services. She is a Process-Driven individual with an eye for detail and thinks of the wider business and impact of decisions. This makes her a key player when solution-building and working with Clients.
Caroline loves animals, she keeps busy with her partner Dave caring for 2 dogs and 6 hens. Other interests include Meditation, reading, and cooking.
Financial Services Administrator
Tracey has over 40 years experience in the insurance and financial services sector. Starting her career with a well known insurance company and independent financial advisers. Tracey has also worked support Chartered Financial Planners. Tracey has built up a strong administrative background and her studies with the Chartered Insurance Institute has developed her extensive knowledge of protection, pensions and investments for both individual and corporate clients. Her main focus is to provide clients with the best possible support and enhance processes.
Outside of work Tracey and her husband Steve have a busy family life revolving around sporting events and being “mums taxi” to Matthew. She also has Abbie and her partner Ben and her grand-daughter Miley who keeps them young. Most weekends are spent socialising with their family and friends and visiting their favourite restaurants and local places and when time allows loves to make the most of our beautiful coastal areas.
Financial Services Administrator
Lorna has worked in the Financial Services Sector for over 25 years in both Insurance Companies and Financial Adviser firms during this time. Lorna’s experience spans a wide variety of areas covering working with Private Wealth Clients, Corporate Pensions and expert witness work for the Family Law Courts.
Lorna is extremely conscientious and diligent in her work and always approaches matters with absolute attention to detail meaning that she delivers the best possible support to her clients and all in her usual approachable, friendly manner.
Outside of work, Lorna is a season ticket holder at Leicester City football club and enjoys spending time with her new Cavapoo puppy.
Barbara has worked in financial services for over 25 years, with the last 15 specialising in the mortgage area. Barbara’s experience as a qualified mortgage adviser and liaison for mortgage brokers has provided a unique insight for the outsourced service offerings.
Barbara works to provide support services for advisers in their administration processes and has an unprecedented level of patience for automated phone menu systems and hold music when it comes to providers.
Barbara can often be found at 6am taking walks and doing yoga in the evening. Never one to sit still she often arranges charity walks. With no children currently at home she loves spoiling her grandchildren with their grandad.
Financial Services Administrator
Lauren joined us to do her level 3 business administration apprenticeship which she completed during Covid, and her passion for education continues.
Sarah and Lauren can often be found “getting under the bonnet” of new software reviewing how it can enhance the service offerings. Lauren works alongside Sarah and the team in delivering a variety of outsourced services.
Lauren has a variety of interests outside of the office and is also a bit of a beauty expert in her spare time. Inside of the office Lauren introduced a new library of music and is helping the rest of the team not embarrass themselves in front of their children!
Independent HR Director
Darren has worked with Adviser outsourcing as it has grown supporting all of our HR needs. Darren has a passion for developing people centric businesses and has brought a great dynamic to the team.
Darren is a husband to Adele; and father to Olivia and Harry. A keen squash player and mountain biker; Darren enjoys live music and most forms of motorsport.