MEET THE TEAM

Providing the best service & ongoing support

At The Financial Options Group, our emphasis is firmly on offering straight talking and practical advice, which guides our clients through the complex financial landscape.

Meet the team that are passionate about providing the very best service

We believe that an engaged team is vital to delivering the very best service and ongoing support to our clients. We offer continuous career development and encourage our advisers, paraplanners and administrative staff to pursue certification from the industry’s most respected providers.

 

We’re the sort of people who put our all into what we do – no matter the task at hand – from connecting with clients to acquiring specialist accreditations to completing a 37km charity hike across the Three Peaks!

Christian J Pepper

Christian is the founder of The Financial Options Group and has more than 25 years’ experience in financial services. Dedicated to delivering only the best service to each and every client, Christian has helped thousands achieve their financial goals and aspirations. In addition to helping companies and individuals create strategies for building significant wealth, he has also, through robust property investment, built a number of multi-million pound portfolios.

Christian enjoys both socialising with friends and keeping fit; he is also an avid golfer.

GROUP CEO

Sarah Kendell

Possessing extensive experience in financial advice, Sarah is responsible for business strategy and management in her dual role as Group Operations Director and Financial Adviser. Multi-tasking is second nature for Sarah, who builds business efficiency and advises clients in all areas of financial planning; she assists individual and corporate clients alike. ​

Spending time with her little boy Toby, walking their dog Murphy up Holcombe Hill and socialising and shopping with friends are Sarah’s favourite pastimes.

GROUP OPERATIONS DIRECTOR

Charlotte Banks

Charlotte oversees operational functions such as recruitment, staff training and reviews and workflow management. She also provides research and report writing for more complex cases. Answering obscure and technical queries with ease, Charlotte ensures processes are followed correctly and information is disseminated to the team, all keeping everything running smoothly.

Away from work, Charlotte’s love of films, dining out and shopping comes second only to spending time with fiancé Tom and baking cakes with her niece.

HEAD OF PEOPLE & DEVELOPMENT

Paul Breaks

Paul formerly worked for two major insurers and following a spell in a partnership, he became a sales director in a firm eventually bought out by a FTSE 100 firm. For Paul, financial planning is about giving clients more choices and more control of their lives by helping them to make better financial decisions. The key to success, says Paul, is being able to put one’s self in the client’s shoes. Not to mention a good dose of enthusiasm.

With a grown-up family Paul enjoys watching his famous football team that plays in red - yes that's right Accrington Stanley! Squash and tennis keep him fit.

FINANCIAL ADVISER

Jenny Loftus

With over a decade of financial services experience, Jenny progressed from paraplanning to management; subsequently becoming a qualified Financial Planner, having completed a Certificate in Mortgage and Advice Practice and her Level 4 Diploma in August 2018. Jenny prides herself in working with clients as to ensure they achieve their retirement goals. As a dual role Jenny also works alongside our CEO, Christian, as a key contact for high net-worth clients.

When she’s not in the office, Jenny loves to travel. She is married and her pastimes include photography, long walks and socialising.

FINANCIAL ADVISER

Lauren Chatterley

Having previously worked at a wealth management company as a trainee Paraplanner and for a pensions review company, Lauren provides excellent customer service and is always willing to lend a hand. She is committed to supporting the team and helping clients to reach their financial goals.

At the weekends, Lauren enjoys meals out with her partner and stepdaughter.

CLIENT SERVICES MANAGER

The UK's #1 Financial Adviser 2019. Learn more about Quilter Group >

Financial Options Group is a trading style of CJP Financial Services Limited, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. CJP Financial Services Limited is registered in England and Wales. Company number: 06060099. Registered Address : 70 Market Street, Tottington, Bury, BL8 3LJ

© The Financial Options Group