“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 problem solving for financial advisory business.
The team has over 50 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.
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.
Lucy has worked in customer service roles for over 20 years. She prides herself on understanding what good client relationships are and strives to always exceed expectations. With Lucy’s extensive experience, she has been able to help clients in a variety of circumstances especially within the client journey process and delivery. Lucy’s fresh approach 5 years ago with ideas from outside of the industry enabled a number of firms to enhance their service offering for clients.
Outside of work Lucy, has a teenage son who regularly keeps her up to date on the exciting world of online gaming and YouTube, making her the go-to person for explaining any new trends the rest of us have not yet heard of.
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 process mapping has been a fantastic asset within the business. Steve has been a great asset excelled 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 over 13 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.
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.
Lauren is the most recent addition to the team and has been a fantastic asset from day 1. Along with her previous background in administration she relishes understanding technology, data and process. Lauren has a passion for continuing her education and is currently completing her Level 3 Business Administration Apprenticeship.
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 Lucy in developing new products and service offerings for financial services firms.
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!