Emily Walker Becomes A Qualified Mortgage And Protection Adviser

Mortgage advice Lichfield
Emily Walker, Mortgage & Protection Adviser

Many of our clients will know Emily as she has been a member of our team for over 5 years. We are absolutely delighted to announce that Emily has achieved her qualifications to become a Mortgage & Protection Adviser and is now working full-time in this new role.

Emily is a shining example of a person who joined us as a junior member of our Client Support team but has grasped the career progression opportunities we offer at Four Oaks Financial Services. She is just two examinations away from becoming a fully qualified Financial Adviser, but for the moment she wants to focus on providing her clients with mortgage advice and financial protection advice local to Lichfield and across the wider area.

“Martin Ward has been a huge help.” Says Emily. “Over the years he has given me the opportunity to take on more responsibility and new roles, and his faith in me has given me the confidence to go further in my career. I’ve also had incredible support from the senior management team and my colleagues.”

Having worked on the administrative-side of financial services Emily has a rare combination of knowledge and experience. She knows the quirks of some of the mortgage and protection providers and exactly what information needs to be submitted to ensure a swift and positive outcome for clients.

In her spare time Emily enjoys fly-fishing with her dad and grand-dad. She is a member of Blithfield Anglers at Blithfield Reservoir but has been fishing since she could walk.

Congratulations Emily and we all wish you continued success in your career.

Safeguard Your Business With Keyman Insurance in Lichfield

keyman insurance lichfieldYou will have people in your business who are key players in the success or failure of your company. Keyman insurance for a Lichfield business could save you from disaster. This business protection is also known as Key Person Protection and Key Person Insurance.

It is not something any of us like to think about, but every day people are diagnosed with critical illnesses and we often hear of people who die unexpectedly. Whilst this is distressing for their family it can be devastating for their work colleagues.  Keyman insurance for Lichfield based businesses is well worth thinking about.

This kind of cover protects businesses from the crippling financial and operational effects of a key person dying or being unable to work and is widely available. But it is essential to get business related financial advice from an adviser who will take time to understand your business and is experienced and able to advise you correctly.  You need to be careful to ensure that you understand what critical illnesses are covered, as if they are not specified in the policy you may not get the payout you need.  Also, there will be terms and conditions that apply to the keyman insurance for your Lichfield business.

There is a lot more information on our Corporate Financial Services Page but in short you can safeguard your business by protecting losses caused by a key person not being able to work, protecting business loans, overdrafts or investments.  With a payout from a keyman insurance your Lichfield based business could find and hire a replacement because the danger is you try to carry on but without the skills or knowledge of the key person whilst increasing the workload of colleagues, which is not sustainable in the longer term.

As Financial Advisers in we have a great deal of experience providing businesses in Lichfield with Keyman Insurance. Our first meeting is at our cost and without obligation. Please contact us to see how we can help.

Protection Adviser Wai-Lee Ho Joins Our Team

critical illness insurance Lichfield
Wai-Lee Ho, Protection Adviser

We are delighted to announce that Wai-Lee Ho has joined our team as a qualified Protection Adviser. Wai-Lee was a client of Four Oaks Financial Services and after talking to one of our Financial Advisers who provide financial advice in Lichfield and across the region, he decided that a change of career into Financial Services was right for him.

Wai-Lee has worked in catering all his life, but with a Bachelor’s in Business and Politics from Loughborough University and a Masters in Diplomatic Studies from Keele University, he felt that his talents could be better utilised and he would derive more personal satisfaction by working in Financial Services.

The financial services sector appealed to Wai-Lee’s natural desire to help people, and being a Protection Adviser he helps people protect what is most important, their families and themselves. These are the same passions that drive his interests outside of work. He is a District Councillor and Vice Chair of Audit and Member Standards at Lichfield District Council and a Parish Councillor in Hammerwich.

Wai-Lee has already attained two of the qualifications that will see him fully qualified as a Financial Adviser, namely Protection and Ethics. He intends to be fully qualified by the end of the year. He then has aspirations to qualify to provide advice in other areas such as Defined Benefits Transfers and possibly becoming a Chartered Financial Planner in the future.

Earlier this year Wai-Lee was invited to No.10 in recognition of his contribution to the Chinese Community in the Midlands. In his spare-time he is an avid Star Trek fan, and recently met William Shatner, the original Captain Kirk. Glad to have you on-board at Four Oaks Financial Services!

We’re Seeking A Financial Adviser Who Wants A Better Work/Life Balance

Financial Advisers Sutton ColdfieldIf you are an Adviser, qualified to Level 4 Diploma status, and you want to spend more time working with your clients, with an option to work from home. And, you are fed up with all the bureaucracy our profession has to deal with. We want to talk to you.

Our large friendly and stable team will support you. Let us do your Administration, Paraplanning, Compliance, Marketing and Appointment Making.

“Martin Ward has delivered on everything he said he would. He believes in playing fair, and he does. Due to having more time, I am now one of the highest qualified advisers in the region and I can concentrate on delivering better client outcomes as a consequence. None of this would have been possible had I not become a member of this practice.” Ian Cleghorn, Chartered Financial Planner.

Read Ian’s full testimonial and find out more about this vacancy on our Careers page

A highly competitive self-employed package will be offered to the successful candidate.