Rebecca Head To Join Four Oaks Legal Services

Four Oaks Legal Services
Rebecca Head, Solicitor soon to join Four Oaks Legal Services

We are very pleased to announce that well-known local Wills and Probate Solicitor, Rebecca Head, will be joining the team at Four Oaks Legal Services on the 13th July 2016.  Four Oaks Legal Services is an independent legal firm working alongside Four Oaks Financial Services.

Rebecca will join Four Oaks Legal Services as a Solicitor and Co-Director. Her passion and specialism is in wills, trusts and probate work, including the administration of estates. She is also a Dementia Friends Champion delivering Dementia Friends training through the Alzheimer’s Society to local businesses and local people in the Sutton Coldfield, Lichfield and Tamworth areas.

For information about Four Oaks Legal services please follow this link www.fouroakslegalservices.co.uk.

Four Oaks Legal Services Limited is not an appointed representative of Intrinsic Financial Services, and Intrinsic is not responsible for the services and activities provided by Four Oaks Legal Services Limited. Legal Advice is not regulated by the Financial Conduct Authority.

EU Referendum – Now We Know The Result

Now that the result is known you may be concerned about the impact of the EU Referendum on you and your investments – please rest-assured that your investments are being managed through this event. If you have any concerns or queries please contact our office on 0121 323 2070 or contact your Financial Adviser, we are here to help you.

Our clients who are and remain invested in a diversified portfolio are well-positioned to see through any short-term market turbulence and the range of potential implications. We want to reassure you that your investments are held in a diversified portfolio which has been tailored to your own personal circumstances and attitude to risk. Remaining invested in this way will give you the best opportunity to go on to achieve your long term investment goals.

It is only natural that times such as this can make people a little nervous and apprehensive about their investments and savings. Please rest-assured that the team at Four Oaks Financial Services, as well as the experts that actively manage your investments, are confident that by staying invested you’ll benefit in the medium to long-term.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Mortgages and Our Regulatory Responsibilities to You

mortgage advice LichfieldUnder Principle 10 of The Financial Conduct Authority (FCA) rules for giving financial advice it states: “A firm must arrange adequate protection for its clients’ assets when it is responsible for them.”

Therefore, it is our regulatory responsibility to ensure your assets (home and possessions) are adequately protected, and this also includes your lifestyle requirements, such as helping make sure you can pay your bills should something happen that means you are not able to work or your income falls.

We can help you choose the right mortgage whether you are a property investor, first time buyer, moving home or just reviewing your current arrangements. We can also arrange adequate protection because taking out a mortgage is one of the biggest financial commitments you can make, both in terms of the amount you borrow, and the time you will take to repay it.  Please take this opportunity to talk to one of our expert advisers today and contact us.

Your home may be repossessed if you do not keep up repayments on the mortgage.

The Financial Conduct Authority do not regulate some buy to let mortgages.

EU Referendum – A Message From Our Financial Adviser Team

As your Financial Advisers we are here to look after all your financial matters and take the burden of worry from you. A few of our clients have become concerned about the impact of the EU Referendum on them and their investments – please rest-assured that your investments are being managed through this event.

Leading up to the vote on 23rd June, we’ve all been presented with countless views and theories on how the result could effect us. Whether that be from the many news outlets, political figures, leaders of industry or through social media, friends and family or even the overheard conversation on the train – one thing is for certain – it’s become extremely difficult to see the wood for the trees.

People who are and remain invested in a diversified portfolio are well-positioned to see through any short-term market turbulence and the range of potential implications. Your investments are held in a diversified portfolio which has been tailored to your own personal circumstances and attitude to risk. Remaining invested in this way will give you the best opportunity to go on to achieve your long term investment goals.

Times such as this can often make people a little nervous and apprehensive about their savings. Please rest-assured that we, as well as the experts that actively manage your investments, are confident that by staying invested you’ll benefit in the medium to long-term.

Four Oaks At The Walsall Business Expo

Four Oaks Financial Services
Four Oaks Financial Services at Walsall Expo

We recently had an exhibition stand at the Walsall Business Expo to promote the wide range of corporate financial services and personal financial services we offer to local businesses. The event was held at The Performance Hub, University of Wolverhampton, Walsall Campus. This was the first time Four Oaks Financial Services has taken part in this event which was attended by almost 200 local business people and 70 local businesses also with stands.

Our stand was manned by Four Oaks MD, Martin Ward and Financial Adviser, David Jones. “We were impressed by the number of delegates and the organisation of the event.” Said Martin Ward.  He continued “We were able to speak to lots of people which has resulted in follow up meetings to discuss specific financial needs.  We were also able to meet other businesses that are looking for a firm of trusted financial advisers to recommend to their customers.  I am sure we will take part in this event next year.”

Finance Administrator Appointed To Our Team

Annemarie Fraser, Finance Administrator
Annemarie Fraser, Finance Administrator

We are delighted to welcome Annemarie Fraser to our Finance Team. Annemarie called in at our offices seeking financial advice and it quickly became apparent that she has the skills and knowledge that we needed to fill a vacancy we had.  Annemarie has now been appointed as Finance Administrator and she will be based at our stylish offices in Shenstone Wood End close to Sutton Coldfield, Lichfield and Tamworth.  Annemarie has a wealth of experience in admin roles and previously worked for a well-known online and printed directory in customer liaison and project support.  Annemarie also has a Diploma in Psychology and Counselling.

Annemarie says “There is lots to learn but I am getting to grips with my new role and the procedures. Working so close to home is a dream come true and I love the relaxed and friendly atmosphere at Four Oaks, it is very professional but still feels like a family.”

 

Supporting Solihull Moors Football Club

IMG_1333You may know that our Financial Advisers are regularly providing financial advice in Tamworth, Sutton Coldfield and Lichfield, but did you know that we also cover the whole of the Midlands? Four Oaks Financial Services is an active member of The Best Of Solihull and when we were asked to support fellow Best Of Solihull member Solihull Moors Football Club we jumped at the chance. Throughout the next football season you will see our logo proudly displayed alongside other Best Of members at the football ground on 8 foot signs. The Moors have played well this year and may be promoted to the next division – and we will be there cheering them on. Read more about Solihull Moors http://bit.ly/24XbEwf

Legal and Financial Services Now Under One Roof

Four Oaks Legal Services Limited
Four Oaks Legal Services Limited

We are delighted to announce that Four Oaks Legal Services Limited is now operating under the same roof as Four Oaks Financial Services Limited. The main benefit to Four Oaks’ clients is the convenience of having financial advice and legal advice in one place.

Please follow this link www.fouroakslegalservices.co.uk to see full details of the activities conducted by Four Oaks Legal Services Limited.

Four Oaks Legal Services Limited is not an appointed representative of Intrinsic Financial Services, and Intrinsic is not responsible for the services and activities provided by Four Oaks Legal Services Limited.

Legal Advice is not regulated by the Financial Conduct Authority.