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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

Home > Testimonials

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

"Helping me to transfer my company pension into a SIPP, Sarah was brilliant 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

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Sarah Kendell

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.

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CHARTERED FINANCIAL ADVISER & DIRECTOR OF CHARITABLE FOUNDATION
REVIEWS FOR LAUREN BAILEY

Highly Recommend

"Lauren has made the complexities of the financial world simple and easy to understand. Being a few years from retirement,
I can now provide better for my family for the long-term. She helped to lower my tax liability and sort out a mortgage that has saved me money. I'm very happy with the outcome. In my opinion, there's nothing Lauren and team could have done better.
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 and feel confident I have done the right thing for my financial future.” –Linda, Accrington

For more information, visit Lauren Bailey's profile pages on VouchedFor and Unbiased

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Lauren Bailey

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.

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FINANCIAL ADVISER
REVIEWS FOR BRIAN SANDIFORD

Expert in the field

“We wanted to move to a bigger property and wanted sound advice regarding different lenders, interest rates and fixed terms. For Brian, nothing was too much trouble, we had a lot of questions, contacted him numerous times and have, in fact, gone back to him when reviewing our life insurance.

 

Following his advice, we are very happy with our mortgage arrangement. We got a house suitable for our large family at a fantastic interest rate.” –Sarah, Manchester.

Read more client reviews for Brian Sandiford on VouchedFor

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Brian Sandiford

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.

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MORTGAGE & PROTECTION ADVISER
REVIEWS FOR CHRISTIAN JACKSON

Total Commitment

“From day one, Chris had a clear mission to help me reach my pension goals with clarity and understanding. He explained my options and what they could mean for me further down the line, showing total commitment while going above and beyond to consider the right approach for my personal circumstances.

 

Chris responded to every email promptly and professionally, made various calls on my behalf to my pension provider and then liaised with me directly throughout the process.

 

It has been a pleasure consulting with Chris and I look forward to continuing to take his expert advice through the years ahead. Chris and the team delivered excellent customer service and were truly competent and professional in every aspect.”

– Paula, Lisburn.

Connect with Christian Jackson on LinkedIn.

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Christian Jackson

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.

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FINANCIAL ADVISER
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

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Jenny Loftus

With more than 15 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.

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CHARTERED FINANCIAL ADVISER & 
DIRECTOR OF FINANCIAL PLANNING
AWARDS

Award-winning advisers

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