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.