Sarah Kendell
Financial Options Group
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8941
Based in Bury
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 March 2025
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Sarah has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sarah has not yet added their fees to their profile
Fees not yet added
Sarah has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Sarah
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 March 2025
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Sarah has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sarah has not yet added their fees to their profile
Fees not yet added
Sarah has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Sarah
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 3 first impressions)
As Group Operations Director and Financial Adviser at Bury-based financial advice firm The Financial Options Group, I play an instrumental part in business strategy and management of the firm while providing expert advice and guidance to clients. I hold the Advanced Diploma in Financial Advice, Chartered Status and Later Life Adviser Accreditation, and was proud to be shortlisted for the Financial Adviser of the Year North award in 2024. In leading the Financial Options team, I work to ensure our core values are embodied across the business, and that we live and breathe our company culture built on outstanding client care and care for the community. Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd 27/02/2025
Offers available through VouchedFor
Contact Sarah through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sarah's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Mortgage value
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Clients' level of financial expertise
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