As a professional business we measure our marketing activity and where our new business comes from. We are absolutely delighted to report that referrals from our existing clients is jointly the number one source that helps us grow our business. The other best source of new business is from internet searches and our website.
“For clients to be referring us to their friends, family and business colleagues is a great compliment to the whole team at Four Oaks.” Says MD, Martin Ward. “We go above and beyond to give our clients a fantastic service, from the little things like the telephone being answered promptly to providing local financial advice that gives our clients the results they are looking for.”
At Four Oaks we put quality first. All of our Financial Advisers are qualified to give appropriate advice and all must keep their knowledge up to date. We encourage our clients to contact their adviser if they have a question, there is no need to wait for the next scheduled meeting! We are investing in training, a new telephone system and software to further enhance our clients’ journey with us.
Thank you to all our clients who have passed our details on to friends and loved ones.