Meet the Team

Adviser Outsourcing was established in 2015 by Sarah Challenor and has gone from strength to strength. The team has over 35 years experience in financial services and strive to give the best possible client experience. The attention to detail, processes and above all attentiveness and friendliness that we all pride ourselves on, ensures a professional relationship of the highest calibre with our clients.

“Integrity and quality services are at the heart of our business” – Sarah Challenor

Sarah Challenor – Owner and Consultant Director

Sarah has worked in a variety of roles in Financial Services for nearly 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 started the firm to get a better work-life balance and to be able to focus on the work she really enjoyed. Sarah thrives on employing a hands-on approach to working with firms to help them attain better value from software and loves problem solving. Outside of the office Sarah is kept busy by her 4 children and 1 grandchild, who range in ages from 6 to 22. She claims she works to give her a bit of peace and quiet.

Lucy Norton – Income Reconciliation Specialist and Trainee Consultant

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 administration experience, she has been able to help clients in a variety of circumstances and is also training on consultancy. Outside of work Lucy, has an 11-year-old son who has introduced her to 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.

Stephen Crooks – Income Reconciliation Specialist

Steve has worked in financial services for 3 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 in the income reconciliation process; he continues to work on streamlining our processes in this area and developing his knowledge of other areas of financial services.  Steve shares the 4 children and 1 grandchild 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 Taylor- Income Reconciliation Specialist

Caroline has worked in the Financial Services industry for over 11 years in the Back-Office environment for several IFA Firms, and she previously spent 5 years managing an area team of collectors in Financial Debt Collection. Her recent roles in financial services firms have enabled her to develop a vast knowledge on income; problems and processing and training of individuals.  Caroline’s attention to detail and thinking of the wider business and impact of decisions makes her a key player when solution building and problem solving for clients. Caroline’s knowledge of the industry is only surpassed by her knowledge and love of animals, and is kept busy with her partner as they care for 2 dogs, a rescued 20year old 3-legged cat, and 2 hens, who provide the freshest eggs each day.

And…….

We are pleased and excited to announce we have two additional members of staff, full details arriving soon!  With over 30 years of FS experience and specialist knowledge on administration, income, training, processes, and problem solving our team continues to grow to deliver exemplary service to our clients.