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Sarah Challenor

Founder & Director

Adviser Outsourcing

Hinckley, Leicestershire

Adviser Outsourcing provides bespoke support packages to small and medium financial advice firms helping them achieve fast and efficient results. We focus on outsourcing administration, income reconciliation, data evaluation and management; we also provide consultancy support on evaluating and improving use of technology.

I have worked in a variety of roles in Financial Services for over 20 years, which has enabled me to develop a wealth of knowledge. I started working in a national financial services firm and progressed to being responsible for systems, processes and internal operations. Later I moved into managing the training, consultancy and client relationship teams at the market leading back office provider at the time. These roles have provided me a unique insight into how to effectively assess, implement, manage data and systems within firms to achieve objectives. I thrive on employing a hands-on approach to working with firms to help them attain better value from software and I love problem solving.

Content by Sarah Challenor

Taking control of your ongoing reviews

Customer reviews can creep up on you, with dozens needing completion in a matter of days. As a financial adviser, you have a contractual requirement to provide a full financial review to your client.

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