Read the latest issue of our Essentially Mortgages magazine Q1 2017 Mortgage Magazine

Read the latest issue of our Essentially Wealth magazine here Q1 2017 Essentially Wealth Magazine Word Final

We have had a new sign designed and installed outside our premises to help our clients find us more easily when visiting us at our offices in Shenstone Wood End, which if you are local you will know is close to Sutton Coldfield, Lichfield and Tamworth. The new sign is part of our 2017 planned marketing activities that will not only make our premises more identifiable but will also let people in the village and commuting between Lichfield and Sutton Coldfield know where we are and that we provide local financial advice.

Frankie Pennicott has received a big thank you from Four Oaks clients Jayne and Mark Mason in the form of a beautiful bouquet of flowers. Frankie said she was delighted to receive this recognition for her efforts but was even more pleased to have been able to help push through the required administrative processes to enable our client’s financial plans to be implemented.

The clients also gave Frankie a testimonial which you can see on our Testimonials page. Managing Director Martin Ward said “Our Client Support Team are tenacious when it comes to chasing third parties for information, liaising with our clients and making sure everything is complete so there are no hold ups in implementing our client’s decisions after receiving financial advice from their local financial adviser, and Frankie is a fantastic member of the team.”