Lynsey Got Married!!

Four Oaks Financial Services
Newly weds Lynsey and Ben Mason (Photo Cotswold Photography)

The keen eyed amongst our clients may have noticed that Lynsey has changed her name since Christmas. On the 29th December our Practice Manager, Lynsey Dyche married her fiancé Ben Mason.  They had a fairy-tale wedding in the Cotswolds.  The wedding ceremony was held in Boreton-on-the-Hill at St Lawrence’s church, and their fantastic wedding reception was held at Hyde House in Stow-on-the-Wold.  Many of the team at Four Oaks Financial Services were in attendance with their partners and were made very welcome by the Dyche and Mason families.  Lynsey looked absolutely stunning. Lynsey and Ben’s wedding cake was a very stylish three tier, decorated with winter fruits and white roses.  All the guests had the opportunity to record a message on video to help them celebrate and look back on their special day.  Lynsey and Ben spent their minimoon in sunny Tenerife. The whole team at Four Oaks Financial Services wishes them health, wealth and happiness in their life together.

Onesies For Kids In Need

Financial Services Sutton Coldfield
L – R Charlotte Trueman and Louise Lakin with the Onesies

We are very proud and keen supporters of local Sutton Coldfield charity Buddy Bag Foundation. We not only promote what they do and help pack the buddy bags, we also get behind this wonderful cause as individuals.

The Four Oaks Financial Services team set a goal to gather 30 new onesies for boys and girls aged 4 to 6 years. And we’ve done it!!  This has been coordinated by our receptionist and part-time photographer Lisa Arnold.

The onesies have been donated to Buddy Bag Foundation and will be packed into back-packs for children who find themselves having to leave home at a moment’s notice. This is often as a result of domestic violence or abuse and they need to flee to a women’s refuge or other place of safety.  Buddy Bag Foundation puts together a bag of essentials for the children and these are distributed around the whole of the UK. If you would like more information about Buddy Bag and how you could also help follow this link

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Are You In Danger Of Wasting Your Tax Free ISA Allowance?

ISAs Lichfield, ISAs Tamworth, ISAs Sutton ColdfieldDo you know that you have a tax free ISA allowance? Do you know that you get this every year and if you don’t use it your lose it? Do you know we are having an ISA morning on 15th February?  Drop in anytime between 9.30am and 12.30am.

With interest rates remaining at really low levels it is really important that you maximise the benefit you can get from your savings. Don’t let the tax-man take some of your interest earnings.  Instead make sure you have taken advantage of your tax free ISA allowance which is £20,000 for the tax year 2017/2018.  But you have to use this before 5th April 2018, and please don’t leave it to the last minute to talk to your Financial Adviser.  ISAs are such a good way for most people to save and invest that February and March are known as “ISA Season”.  Talk to your Financial Adviser as soon as you can if you want to learn more about ISAs and which kind of ISA is best for you.

Your Adviser can visit you at your home or place of work, or you can come to our office which is ideally situated between Lichfield, Tamworth and Sutton Coldfield, and we’ve got free parking for your convenience.

Don’t delay, don’t miss the opportunity for tax free savings and use your ISA allowance for this tax year.

Investors do not pay any personal tax on income or gains, but ISAs do pay tax on income from stock and shares within the funds.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment depends on individual circumstances. Tax treatment rates and allowances are subject to change.

New Business Development Manager Appointed

Financial Services
Simon Trevelyan, Business Development Manager

Our business is growing and we provide an exceptional level of service to our clients. But we are not content with that! We have created the new position of Business Development Manager and we are delighted to welcome Simon Trevelyan into this role.

Simon will be working with our team of local Financial Advisers at our prestigious offices in Shenstone Wood End near Tamworth, Lichfield and Sutton Coldfield. As Business Development Manager, Simon will be supporting our Advisers with their continuing professional development so we can maintain and enhance our high levels of customer service. The other key aspect of the role is to co-ordinate the interaction between our Advisers and the research and administrative processes that are carried out in other departments.

Simon has many years of experience in financial services and has spent over 15 years successfully managing teams of Advisers with the emphasis on delivering tailored advice, not “tick box” advice. Whilst at Skipton Financial Services, Simon was top regional manager for 3 years and was the company’s national seminar presenter, presenting at events organised by The Guardian and The Telegraph newspapers.

Simon says “What I am looking forward to most is working with the Advisers, helping them prepare for their client meetings and develop their financial planning skills and knowledge. We are starting a programme of team events, for example Prudential are coming in soon to give our Advisers additional knowledge. Things are always changing in financial services and we want Four Oaks Financial Services Advisers to be at the top of their game so they can give the very best advice to our clients.”

In his spare time Simon plays golf and is an avid Rugby Union fan and supporter of Lichfield Rugby Union Football Club.

Announcing Personal Development Skills Training For Our Support Teams

Four Oaks Financial Services Practice Manager, Lynsey Mason

Our Paraplanning, Client Liaison and Client Support teams make a huge contribution to the excellent client experience we provide. They perform a vital role in supporting our Financial Advisers who give local financial advice in the Tamworth, Lichfield and Sutton Coldfield areas. Our support teams not only provide information and admin services before an Adviser meets a client, they also make sure the Adviser is able to give appropriately researched advice and, once a client has made a decision on where and how to invest, they make this happen by doing all the processing work.

We are investing in a programme of personal development skills training, which has already started and is being delivered by respected coach and trainer John Stylianou of Actual People Development. The training is encompassing communication skills, telephone techniques and skills, planning and time management and preparing for performance reviews.

The training will be delivered in workshops that will dovetail with the training and management development skills that John is working on with our senior managers Kimberley Malin, Head of Client Support who is the leader of the Client Liaison and Client Support Teams and John Smith who is Head of Paraplanning.

Four Oaks Practice Manager, Lynsey Mason said “The training and development of our whole team is very important to us as we want to maintain and improve our high standards of client care through continuous improvement. We are putting in place Personal Development Plans for every individual and this training for our Client Support, Client Liaison and Paraplanning teams is part of this learning. We have a happy environment and a real team atmosphere here at Four Oaks and this investment will help ensure this continues as we grow.”

Find out more about Actual People Development.

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Major Investment In Professional Management Skills For Our Senior Managers

Financial Advice Sutton Coldfield
L-R Kimberley Malin, John Smith, John Stylianou (Coach), Simon Trevelyan

In recent months Kimberley Malin and John Smith have been promoted to Head of Client Support and Head of Paraplanning respectively, and they are also members of our Steering Group. They are both extremely talented individuals in their areas of expertise but as we are growing as a business, so is our workforce.  We have therefore invested in a programme of management development coaching and training for both Kimberley and John.

We have contracted highly respected coach and trainer John Stylianou of Actual People Development based in Lichfield to deliver a series of training workshops and one to one coaching on a regular basis over the next 12 months. John is a consummate professional and has a background in delivering professional development for well-known organisations in the financial sector and high growth SME businesses.

Four Oaks MD, Martin Ward said “We have promoted Kimberley and John from within our team, which is our policy. This means they have more responsibility especially with managing the members of their team.  Therefore, we want to make sure they have the knowledge and skills they need to be successful managers and we are delighted to be making this investment for them personally and for the ongoing success of Four Oaks Financial Services.”

Find out more about Actual People Development

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 Intrinsic are responsible for the accuracy of the information contained within the site.

Six First Time Exam Passes Gets Our Academy Off To A Flying Start!

Our Successful Academy Team with Academy Leader, John Smith (Centre)

The first exams to be taken by our people through our new Four Oaks Training Academy have netted fantastic results with all six of them passing their RO5 Financial Protection examination first time!

Congratulations to Lily Jackson, Sam Harley, Emily Walker, Kevin Holder, Charlotte Holmes and Charlotte Trueman.

The aim of our Academy is to enable our Financial Advisers and our support teams to study for their professional qualifications. In this instance all of our Academy members who took this exam are not Financial Advisers, they are from our Paraplanning and Client Support teams.  We believe it is important for all of our staff to be as well qualified as possible in order to provide the very best service to our clients.

The Four Oaks Academy is now studying for the RO2 qualification in Personal Taxation.

“I am so pleased.” Says Four Oaks Managing Director, Martin Ward. “John Smith heads up the Academy and he has done a stunning job setting up the study plan, leading the Academy sessions and putting everyone through their mock exams and mentoring them.  Everyone has studied hard and deserves recognition for their dedication and commitment which has led to this great result.”

Lifestyle Financial Planning, Our New Enlightened Approach

Financial Planning
Lifestyle Financial Planning

If you knew how much money you would have at the end of your life, and this was far more than you needed, think how this might affect the decisions you will make.

With industry leading technology and the expertise of our Financial Advisers we can work with our clients to project forward not only to the end of their life, but through every stage of their life to show their likely financial situation. This enables you as our client to answer questions such as:


  • When will I know when I can retire?
  • Could I change career or go part-time?
  • Can I give my children money for house deposits and still be able to live comfortably?
  • What if there is a stock market crash or two, am I still going to be ok?

The very sad fact is that lots of people amass more money than they will need to give them for a long and fulfilled retirement. They spend years working and worrying when they could be living their dreams and spending time with family.  The key is to work with your Adviser to model what you need to do that will result in the income you need to achieve your life goals.  This lifetime lifestyle financial plan will bring clarity and peace of mind.

Talk to your Adviser.