Why Are We Sponsoring The Lichfield Half Marathon?

Financial Advice Sutton Coldfield
Martin Ward, MD, Four Oaks Financial Services

None of us are runners.  It wasn’t something we had thought about. Then we were approached by the organisers, and suddenly it was obvious that this was something that we should do and now the whole team is buzzing with excitement.

In fact, we got so excited that we struck a deal to rename the event The Four Oaks Financial Services Lichfield Half Marathon. And we will be the sole sponsors for both 2020 and 2021.

We decided to do this for a lot of different reasons, some commercial, of course.  Some much more personal. We are one of the largest and most respected firms of financial advisers local to Lichfield with a 14 strong team of advisers.  Many of us live in Lichfield, were educated in Lichfield, we have a lot of clients in Lichfield and we have a great sense of community and we want to do our bit to give back and support Lichfield.

Commercially being the sole sponsor will generate a lot of publicity for us, and more people will get to know about us and what we offer.  We also think that we can put on the best Lichfield Half Marathon ever, because of our natural obsession with planning and getting things done professionally.  Good traits to have for a firm of financial advisers in Lichfield! We are working closely with the organisers, KP Events.

Lichfield Half Marathon
In Memory of George Chaplin

On a personal level we are working hard to raise funds for an ECG Machine for Avon 3 Ward at Worcester Royal Infirmary.  Earlier this year our MD’s father-in-law George, passed away.  He died of heart failure and on the day he died, there had been a delay getting an ECG machine to him as there are only three in the

entire hospital. We are inviting runners entering the half marathon to fund raise for this machine in memory of George, or for our charity Buddy Bag Foundation, at a reduced entry fee.

Buddy Bag Foundation is a local charity that works nationwide to help children in emergency care.  We have supported them for many years, our staff regularly help to pack Buddy Bags, we hold an annual Buddy Bag Pack when all of us as a firm pack around 200 Buddy Bags.  We also help by getting items for their bags and fundraising.  Find out more here.

We began by saying that none of us were runners.  Well quite a few of us, and our families are well on our way to becoming runners because we have entered the Four Oaks Financial Services Lichfield Half Marathon.  We are in training for the 13.1 mile race.  Our current personal bests are around 2 days, but we have faith that we will improve!

To find out more or to sponsor us please follow these links:

Our Four Oaks Financial Services Lichfield Half Marathon web page

To donate to Buddy Bag Foundation https://www.justgiving.com/fundraising/fouroaksfs

To donate to ECG Machine https://www.justgiving.com/crowdfunding/martin-ward-lichfield-half-marathon

To enter the event.

By clicking on the above links, you are now departing from the regulatory site Four Oaks Financial Services Limited. Neither Four Oaks Financial Services Limited nor Quilter are responsible for the accuracy of the information contained within the site.

Keep your eye on our news page for the latest on the preparations for The Four Oaks Financial Services Lichfield Half Marathon. We hope to see you there on Sunday 10th May 2020.

Announcing Our Sponsorship Of The Lichfield Half Marathon 2020 & 2021

Financial Advice Sutton Coldfield
L-R Nick Hepburn, Gemma Randle, Martin Ward, Charlotte Trueman, Nick Heath

We are very excited to announce that we are the sole sponsors for the 2020 and 2021 Four Oaks Financial Services Lichfield Half Marathon.  2020 marks the 10th anniversary of this very popular event, with over 1,500 runners expected to take part.

Many of our team are running, including some of our Financial Advisers who provide financial advice in Sutton Coldfield and across the wider area.

Runners can choose to run for their own charity, but if they choose to run for one of our nominated good causes they can enter at a discounted rate.  We are taking our duties as sponsor very seriously, consulting with local runners on things like medals and t-shirts and working closely with professional events management company KP Events who will be using race chip technology to record times and ensure the course is officially measured.

You’ll find lots more information here or to sponsor us follow these Just Giving Links.

Sponsor us to raise money for Buddy Bag Foundation – https://www.justgiving.com/fundraising/fouroaksfs

Sponsor us to raise money to buy an ECG Heart Rate Monitor for Avon 3 Ward, Worcester Royal Infirmary https://www.justgiving.com/crowdfunding/martin-ward-lichfield-half-marathon

By clicking on the above links, you are now departing from the regulatory site Four Oaks Financial Services Limited. Neither Four Oaks Financial Services Limited nor Quilter are responsible for the accuracy of the information contained within the site.

A Christmas Surprise For Our Managing Director

Financial Advisers Sutton Coldfield
Louise Lakin, Client Liaison & Martin Ward, Managing Director

At the end of 2019 we held our Christmas party at The Belfry.  We had a private room which gave members of the Senior Management Team the opportunity to say a few words. But our MD, Martin Ward got a surprise when our Receptionist, Olivia Arnold got up to speak.

2019 has been a very successful year for us, and the whole team had joined together to say a big “thank you” to our MD. On behalf of us all, Olivia presented Martin with a gift voucher for Hampton Manor, a nearby Michelin star restaurant with individually designed guest rooms.

The gift giving didn’t stop there! Both Martin Ward, and our team of Financial Advisers, who provide financial advice in Sutton Coldfield and across the region, both expressed their thanks to our Paraplanning, Client Support and Client Liaison teams who support them throughout the year. Every member of our support teams was presented with a gift from both Martin and our Financial Adviser team.

Happy New Year, Happy New Mortgage!

Mortgage Advice Sutton ColdfieldAt the beginning of every New Year we tend to arrange more mortgages than at any other time.  Perhaps new years’ resolutions and thoughts about change and the future are in people’s minds.

We offer a whole of market mortgage service and that’s not just for main residences.  Our clients include people moving home, remortgaging, coming to the end of their existing mortgage rate, first-time buyers and clients who are investing in a property portfolio. We have access to a wide range of mortgages from a wide range of different lenders and can offer exclusive mortgage deals that are more competitive than you could get by going direct to a lender.

Our expert Mortgage & Protection Advisers are available to discuss your individual needs and because they are Advisers, they can save you time by recommending mortgage options that are most suited to your circumstances.

With a 14-strong team of Advisers, including a Chartered Financial Planner you can be confident that as a firm we can help you and your family with your financial planning needs.

Think carefully before securing your debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

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

Find more information about our mortgage service here.

Our qualified Advisers give financial advice on Mortgages in Sutton Coldfield and throughout the Midlands. They also provide advice on financial protection such as life insurance. To make an appointment contact our Client Liaison Team on 0121 323 2070 or clientliaison@fouroaksfs.com.

Buddy Bag Bears Appeal

Receptionist Olivia Arnold with one of the Buddy Bag Bears

When we were contacted by our nominated charity Buddy Bag Foundation to raise much needed funds for teddy bears, we were only too pleased to help.  Members of staff purchased a teddy bear for £10 and wrote out a tag that would be attached to a bear destined for a child who would receive a buddy bag.

Buddy bags are rucksacks of essential and well-being items given to children who find themselves in emergency care.  This is often a women’s refuge and the children often have nothing but the clothes they are wearing.  A teddy bear is something for them to love and provide a little comfort. The buddy bag is something for them to call their own.

Buddy Bag Foundation is a registered charity that is local to our office from where our team of Financial Advisers provide financial advice in Sutton Coldfield.

By clicking on the above link, you are now departing from the regulatory site Four Oaks Financial Services Limited. Neither Four Oaks Financial Services Limited nor Quilter are responsible for the accuracy of the information contained within the site.

Our Christmas and New Year 2019 Opening Hours

Financial Advice Sutton ColdfieldIn order to give our clients the best possible service our offices will be open during the festive break except for Christmas Day, Boxing Day and New Year’s Day. We will be operating different opening hours throughout the rest of the festive season which are detailed below.

Monday 23rd December – 9am to 5pm

Tuesday 24th December – 9am to 12noon

Wednesday 25th December – Closed

Thursday 26th December – Closed

Friday 27th December – 10am to 4pm

Monday 30th December – 10am to 4pm

Tuesday 31st December – 9am to 1pm

Wednesday 1st January – Closed

Normal 9am to 5pm office hours will resume when we return to work on 2nd January.

The Four Oaks team wish you, your family and friends a very Merry Christmas and Happy New Year.

Our Christmas Tree In Local Church Festival

Financial Advisers Sutton Coldfield
The Four Oaks Financial Services Christmas Tree

We are always happy to help and support our local community and were delighted to enter a tree into the Aldridge Methodist Church Christmas Tree Festival.  This was the first time we have entered, and we put in a lot of time and effort into the design and decoration of our tree. The theme was “face-to-face financial advice”.  So, we sourced clear baubles and inserted photographs of each of our Advisers. We sourced toy money and made rosette Christmas decorations with chocolate coins as the centres. We then festooned the tree with baubles and chocolate.

We were amazed by the number of trees that were entered, well over 50 trees. The amount of work and imagination that had gone into them was incredible and the standard was very high.  The trees were voted for by members of the public who purchased tokens for £1 and put the tokens into a jar attached to their favourite tree.  We didn’t win this year, that accolade went to The Rock Choir and was well deserved because their tree was fantastic. We will be back next year though!

Thank you to Olivia and Lisa Arnold for your hard work.  When they are not designing Christmas trees Olivia and Lisa are members of our support team helping our Financial Advisers who give financial advice in Sutton Coldfield and across the area.

We Are One Of The Top 100 Financial Advisers

Financial Advisers Sutton ColdfieldAs a firm we are part of the Quilter Financial Planning network, the largest network of Financial Advisers in the UK. In November 2019 Quilter Financial Planning was voted number 1 in the FTAdviser Top 100 Advisers Ranking.  So, as one of the foremost members of the network we have helped them to achieve this accolade and share this success.

FTAdviser is the premier weekly newspaper for the UK financial services sector and is part of the Financial Times organisation. FTAdviser looked at a number of criteria notably adviser experience, staff stability, quality of advice, adviser qualifications and so on. Quilter Financial Planning has jumped five places this year to reach the top spot. They attribute this to a new phase of growth and their commitment to improving the technology which supports us and therefore our clients.

At Four Oaks Financial Services we are committed to providing the highest quality face-to-face financial advice and pride ourselves on the quality of our Financial Advisers, the advice they give, and the overall service provided by everyone in our team.

Our 14-strong team of Advisers deliver financial advice local to Sutton Coldfield and across the wider region.

Some Of The Most Qualified Financial Advisers In Sutton Coldfield

Financial Adviser Sutton Coldfield
Ian Cleghorn, Chartered Financial Planner

Our team of Financial Advisers in Sutton Coldfield are amongst the most qualified in the area. They are a modest bunch and don’t particularly like to be seen “blowing their own trumpets”. However, our clients need to know that all our Advisers are qualified to give advice appropriate to their qualifications.

Not all Financial Advisers in Sutton Coldfield are qualified to give financial advice on everything. However, with a 14 strong team of advisers with many years of experience between them at Four Oaks Financial Services we have the breadth and depth of Advisers to give financial advice on every aspect of financial planning.

We have Financial Advisers in Sutton Coldfield who, as you would assume, are qualified to give advice on financial protection and mortgages. But we also have Financial Advisers who are qualified to give advice on Long Term Care Planning, Equity Release and complex pension cases. For all of these aspects of financial planning the adviser has to be separately qualified and has taken specialist examinations in order to be allowed to give this kind of advice.

Ian Cleghorn is our most qualified Financial Adviser. Ian is possibly the most qualified Financial Adviser in the Midlands region. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society. As one of our Financial Advisers in Sutton Coldfield, he is qualified to give advice on Long Term Care and Equity Release and specialises in complex pension planning.

Several of our other Financial Advisers are also additionally qualified to give advice on Long Term Care planning and Alan Woolford and Mark Timmins are also qualified to give advice on Equity Release. In total we have ten Financial Advisers in Sutton Coldfield who are fully qualified with the required Level 4 qualification in financial planning. This means they are trained and skilled in providing financial advice on things like savings and investments, Inheritance Tax planning, pension planning and corporate financial planning.

We pride ourselves on providing a structured career path for all of our staff, and Emily Walker was the first person to transition from a support role to that of a Mortgage & Protection Adviser. We have other advisers who are qualified to give advice on Mortgages and/or financial protection, and they are working their way through their qualifications to become fully qualified.

As Financial Advisers in Sutton Coldfield we have a terrific reputation and a stable and committed team of Advisers and support staff. When people come to work for us, they tend to stay. In 2019 we only had one person leave the company and that was because their family relocated.

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.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Think carefully before securing your debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

Our Christmas and New Year 2019 Opening Hours

Financial Advice Sutton ColdfieldIn order to give our clients the best possible service our offices will be open during the festive break except for Christmas Day, Boxing Day and New Year’s Day. We will be operating different opening hours throughout the rest of the festive season which are detailed below.

Monday 23rd December – 9am to 5pm

Tuesday 24th December – 9am to 12noon

Wednesday 25th December – Closed

Thursday 26th December – Closed

Friday 27th December – 10am to 4pm

Monday 30th December – 10am to 4pm

Tuesday 31st December – 9am to 1pm

Wednesday 1st January – Closed

Normal 9am to 5pm office hours will resume when we return to work on 2nd January.

The Four Oaks team wish you, your family and friends a very Merry Christmas and Happy New Year.