Steve Evans promoted to Senior Paraplanner/Team Leader

Senior Paraplanner/Team Leader, Steve Evans
Senior Paraplanner/Team Leader, Steve Evans

In a short space of time Steve Evans has helped to develop our external adviser proposition for Four Oaks Paraplanners.  He has been a key driver in the success of building adviser relationships and business. The increase in business he has greatly contributed to has naturally increased revenue but also enabled us to expand the Paraplanning Team.  We are delighted to announce that Steve has been promoted to Senior Paraplanner/Team Leader. Well done, Steve and thank you for your hard work on behalf of the whole team.

Paraplanning Team Expands

We are very pleased to welcome John Smith to the Four Oaks Paraplanning Team. John has a long background in advising in financial services.  He is Level 4 qualified and is looking to develop his research skills.  Based on his ability and skills we are confident that John will excel in our team and enjoy working in our professional friendly environment.

Protection and Investment Exam Success

Gordon Beard, Paraplanner
Gordon Beard, Paraplanner

Within the 9 months of joining Four Oaks Paraplanning, Gordon Beard has passed exams in both Protection and Investment to propel him well on the way to achieving his Level 4 qualification.  Gordon is aiming to complete what is needed for his accreditation by the end of 2015. Well done Gordon, this is an amazing effort!

Paraplanning Team Grows

Sunny Rai joined the Four Oaks Paraplanning team in late April 2015 and “hit the ground running”. With a strong background in Paraplanning, his accuracy levels on writing suitability letters has been industry leading.  Sunny is a real asset and we are delighted to welcome him to the team.

Adviser Achieves Chartered Adviser Status

Ian Cleghorn achieves Chartered Adviser status
Ian Cleghorn achieves Chartered Adviser status

Four Oaks is delighted to announce that Financial Adviser, Ian Cleghorn has achieved the accolade status of Chartered Adviser. Ian has been with the team for 3 years. He is recognised as the senior pensions adviser and has been instrumental in helping the business grow and develop. Ian is G60 qualified and is a well-established, trusted and respected adviser.

New Paraplanner Appointed

Pete Lambert has joined the Four Oaks Paraplanning Team. Pete is Level 4 qualified with 33 years experience in financial services. Pete’s knowledge and experience will enable the Paraplanning team to further develop and progress the service being provided to our growing team of financial advisers.

New Client Benefits Programme Lauched

Martin Ward, Director, Four Oaks Independent Financial Advisors Limited

We are very pleased to announce the launch of our exclusive client benefits programme. This programme gives Four Oaks Financial Services clients the opportunity to save on their everyday expenses such as shopping at the supermarket and gym membership and also save on life’s little luxuries like eating out, holidays, airport parking and lots more. Once registered our clients are able to use a discount card at thousands of outlets and venues around the UK and access offers from big brand names from our Client Benefits web portal.

Martin Ward, Director at Four Oaks Financial Services explained “Four Oaks’ Advisers will be telling our clients about the programme over the coming weeks. The benefits programme, which we provide as an additional service to our clients, is completely free of charge and can potentially save someone an average of £1,200 per year on items you would normally be buying anyway. Some of our clients have already made significant savings. This is just another way that Four Oaks is making a difference to our clients’ finances and a way of saying thank you for choosing to work with Four Oaks.”