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.

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.

Pigs On The Loose In Our Car Park

Financial Advice Sutton Coldfield
Pigs On Our Car Park

We’ve got a group of local pigs, of whom we are very fond.  But they do have a knack of getting out of their enclosure and out on to the main road.  On several occasions our team has rushed out of the office and safely guided them home! They’ve even been found asleep on a neighbour’s drive and rummaging through a garden. Thank you to our support team and Financial Advisers who give financial advice in Sutton Coldfield for going to the rescue of the pigs.

Four Teams and Runners Up At Buddy Bag Quiz

Financial Advice Sutton Coldfield
Back: Charlotte Trueman, Gemma Randle. Front: Lisa Arnold, Annemarie Frazer, Olivia Arnold

In support of our nominated charity, Buddy Bag Foundation, we entered four teams from Four Oaks Financial Services into their quiz night. Sally’s Fan Club (named in honour of one of our local pigs) came second. So, congratulations to Charlotte Trueman, Gemma Randle, Lisa Arnold, Annemarie Fraser and Olivia Arnold who, in their day-jobs, support our Financial Advisers who provide financial advice local to Sutton Coldfield.

The event was held at Little Aston Golf Club, and another of our teams came 3rd. A fantastic night was had by all and £700 was raised for Buddy Bag Foundation.

Well done Sally’s Fan Club!

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.