We’ve Added Private Medical Insurance To Our Portfolio!

drWe are delighted to announce that Private Medical Insurance is now available from Four Oaks Financial Services. When it comes to buying health insurance there are lots of different options to choose from and weighing up the providers and what they offer can be confusing and time consuming. Our clients can now let one of our qualified Financial Advisers in Tamworth, Lichfield, Sutton Coldfield and surrounding areas find the best Private Medical Insurance options depending upon their individual circumstances.

We have access to a very wide range of different policies from leading providers and you may be surprised to know that just like most insurance products this is an annual policy which usually costs more year on year and switching your Private Medical Insurance to another provider has become more straight forward. So next time your policy is due for renewal why not ask one of our Advisers to review your current benefits and costs? Find our more click here

Promotion To Senior Paraplanner

Senior Paraplanner, John Smith
Senior Paraplanner, John Smith

For many years John Smith was a financial adviser having worked for West Bromwich Building Society, HSBC and Lloyds Bank. In January 2015 John joined Four Oaks Financial Services as a financial adviser.  In June of last year he switched roles to join our Paraplanning team as a trainee.  In just 10 months owing to his exceptional accuracy and communication skills especially with the financial adviser team we are delighted to announce that John has been promoted to Senior Paraplanner.

“This promotion is in recognition of John’s hard work, dedication and his attitude to getting things right first time, which saves time and enables us to provide a first-class service to Four Oaks clients. John is a real asset to Four Oaks Financial Services.” Lynsey Dyche, Practice Manager

The Long Walk Was A Long, Long Way

The Long Walkers (Martin Ward front far right, David Jones back far right)
The Long Walkers (Martin Ward front far right, David Jones back far right)

Four Oaks MD, Martin Ward and Financial Adviser, David Jones completed the gruelling walk, just short of 40 miles in one day, in aid of the Buddy Bag Foundation and British Heart Foundation. They and 11 other local businessmen walked from Royal Stoke University Hospital to The Crown Pub in Four Oaks, Sutton Coldfield.

Four Oaks Financial Services was pleased to sponsor this fundraising event which was organised almost one year to the day that friend and client, Mark Tonks, returned home after suffering a life changing heart attack. Mark suffered the heart attack just after finishing a meeting with Martin Ward and spent the next 25 days in Stock University Hospital, wondering how long it would take to walk home!  Almost £7,000 pounds has already been raised with more donations coming in.

“It was a long, long way”, said Martin Ward, Four Oaks Financial Services, MD. “When we finished people were in pain with feet bruised and blistered.  But, the comradery is my best memory of the day with everyone keeping everyone else going, mile after mile and we all just had one goal which was to do this for the charities we were walking for.The Buddy Bag Foundation has given out over 3,000 bags in the 18 months since they launched.  That’s 3,000 children that they have helped and we couldn’t be more pleased to support them and the British Heart Foundation.”

Martin actually wore his slippers to the office for 3 days after this, but Dave who is a more accomplished walker was pretty much fine. Well done to both of them, this was an amazing effort.  For more information about the Buddy Bag Foundation please visit their website www.buddybagfoundation.co.uk and see how you or your business could make a difference to the lives of children at the 300 refuge centres they support across the entire UK. https://www.justgiving.com/fundraising/MarkTonks-thelongwalkhome

Announcing New Client Liaison Role

Rachel Withington, Client Liaison Executive
Rachel Withington, Client Liaison Executive

In our continuing drive to give the best possible customer service to Four Oaks Financial Services clients we have created a new Client Liaison role at our office in Shenstone Wood End, which is located near Lichfield, Tamworth and Sutton Coldfield.

Rachel Withington, who has been a member of our Client Support Team for over a year has been appointed as Client Liaison Executive reporting to our Practice Manager with immediate effect. Rachel has a track record of providing exceptional customer care, she is well organised and her professional manner makes her the perfect choice for this role, which will see her as the pivotal point of communication between our clients and our financial advisers.