TESTIMONIALS

What our clients say

Our advisers have an excellent track record for client satisfaction. Read below just a small selection of our many positive reviews

REVIEWS FOR SARAH KENDELL

Excellent Service

“Following Sarah’s good, solid advice, I now have a much improved pension along with better benefits if anything should happen to myself. Sarah and her team have been in touch, guiding and explaining the situation and its progress at all times. I cannot
fault them in any way. Five stars.”

–Ian, Stockport

“When life-changing illness changed my work circumstances, I wanted to gain more control over my financial future. Sarah advised me on how to build financial stability for myself and my family. Providing active help and guidance, she has turned my ideas into reality. She was, and still is, a pillar of support.”

–Jeff, Bolton

“I wished to transfer my company pension into a SIPP. Sarah was brilliant from the beginning and talked me through the process from start to finish. Any queries were dealt with quickly and professionally. Sarah and her colleague Kelly have provided excellent service – even when working amid restrictions during the pandemic. Many thanks to Sarah and the Financial Options Group team.”

–Dave, Bury

Read more client reviews for Sarah Kendell on VouchedFor

Sarah Kendell

LIBF-CHARTERED FINANCIAL ADVISER & HEAD OF CHARITABLE FOUNDATION

As well as providing expert financial advice to individual and corporate clients, Sarah takes the lead on event organisation and fundraising for the Financial Options Group Charitable Foundation. She holds an Advanced Diploma in Financial Advice, Chartered Status and Later Life Adviser Accreditation.

REVIEWS FOR LAUREN BAILEY

Highly Recommend

“Lauren has made this world that is very unfamiliar to me, simple and easy to understand. Lauren has saved me money and helped me provide better for my partner and family. I’m very happy with the outcome. Lauren helped to save me money off my tax bill, sort out a mortgage that has saved me thousands in the current climate. Five stars.”

–Paul, Merseyside

“Lauren explained a complicated process in a detailed and understandable way. She calculated for my future plans, to ensure my money was accessed in the best way and explained all the tax implications. The whole process of my financial assessment was dealt with professionally and very efficiently. I feel like I now have a much better understanding of how my pension is working for me. I feel confident I have done the right thing for my financial plans, thanks to Lauren’s advice.”

–Linda, Accrington

For more information, visit Lauren Bailey’s profile pages on VouchedFor.

Sarah Kendell

FINANCIAL ADVISER

Since joining the Financial Options Group 2015, Lauren has gained her Diploma in Financial Advice and her Certificate in Mortgage and Advice Practice. She takes an empathetic and professional approach to client care, building long-lasting client-adviser relationships.

REVIEWS FOR BRIAN SANDIFORD

Expert in the field

“Being first time buyers, Brian made the process easy and stress free. From our initial enquiry through to completion Brian was easy to speak to and very quick to respond to my many questions. He explained the process in simple terms, kept us updated throughout, going above and beyond any expectations we had.

We will definitely be contacting Brian again in the future and would highly recommend his services to friends and family.”

–Danielle, Bury

Brian Sandiford

MORTGAGE & PROTECTION ADVISER

With more than 20 years’ experience in financial services, Brian is a specialist in all areas of protection and mortgage advice. He is passionate about helping first-time buyers to step onto the property ladder and helping homeowners find the right deals for their needs.

REVIEWS FOR CHRISTIAN JACKSON

Total Commitment

“From day one I could tell Chris had a clear mission to help me reach my pension goals with total confidence and understanding.

Turning 55 just recently – I spoke with Chris regarding lifting my tax-free lump sum and this what this would mean for me and my pension further down the line. He was totally committed on both a personal and professional level in my investments and give me advice on what I needed to think about regarding my future and what impacts, if any, it would have for me at retirement age.

[Chris] and the company delivered excellent customer service and were truly competent and professional in everything.”

– Paula, Lisburn

Connect with Christian Jackson on LinkedIn.

Christian Jackson

FINANCIAL ADVISER

Chris possesses more than 13 years’ experience in financial services and holds the Diploma for Financial Advisers and the Certificate in Mortgage Advice and Practice. He is known for his energy, attention to detail and commitment in his approach to working with clients.

REVIEWS FOR JENNY LOFTUS

Friendly and professional

“We first met Jenny when she was working on our portfolio, alongside [Group CEO] Christian. Once she became a fully qualified financial adviser in her own right, she took over to fully manage our portfolio, and since then she has operated with a friendly but professional approach.

Nothing is too much trouble and she always responds to queries in a timely manner. We have every confidence that all her decisions are in our best interests and that, at the same time, she is guiding us through the complexities involved, ensuring that we have full understanding. We would have no hesitation in recommending Jenny to prospective clients.”

–Alex & Karen, Huddersfield

Jenny Loftus

LIBF-CHARTERED FINANCIAL ADVISER

With more than 17 years’ experience in financial services, Jenny acts as a key point of contact for high-net-worth clients and she also spearheads our Family Office service. She earned her Level 4 Diploma and Certificate in Mortgage and Advice Practice in 2018, she became a Board member in 2021 and achieved Chartered status in 2023.

We are proud to be a founding member of one of the UK's top-ranked financial advice networks. Learn more about Quilter Group