We’re Looking For Financial Advisers Who Are Fed Up!

Financial Advice Lichfield
Martin Ward, Managing Director, Four Oaks Financial Services

We need experienced Financial Advisers to join our team. We know it is very tough to be an Adviser working alone in your own practice.  Come and join us.  We have a large experienced team who will support you.  You focus on servicing your clients and providing financial advice and we will do your:

Administration, Paraplanning, Compliance, Marketing, Appointment Making

We are a very successful and well-established firm of Financial Advisers working across the Midlands. We saw the increasing complexity in financial services coming over the horizon to hit Advisers so we invested and built up our support team who work along-side our team of Advisers.

Follow this link to our Careers page to find out more.

Announcing the Engagement of Mark Banks

Financial Advice Local To Sutton ColdfieldWe are delighted to announce that Paraplanner, Mark Banks has become engaged to be married to his partner Vicki.

Mark had planned to pop the question on 21st December but overcome by the moment, Mark proposed to Vicki at the Four Oaks Financial Services Christmas Party on 15th December!

The original plan was for Mark to get down-on-one-knee at a Christmas evening at the Black Country Living Museum. The couple, and their new baby son Freddie, still made the trip and the photo is of the happy couple drinking a Traditional Scrumpy Cider at the museum.

Mark and Vicki have been together for three and a half years, and baby Freddie was born last September. Mark is a life-long supporter of Walsall Football Club, but wife-to-be Vicki isn’t really into football but went to Aston Villa as a child, Mark says he doesn’t hold this against her!  As yet they have not set a wedding date, their number one priority is to buy a family home.

Mark is a valued member of our Paraplanning team. In his day-to-day role he works closely with our Financial Advisers who provide financial advice in Sutton Coldfield and across the wider area.

Congratulations to Mark and Vicki from the whole team, we are very happy for you.

Lifestyle Financial Planning – What Our Clients Say!

Lifestyle Financial Planning Sutton ColdfieldOur approach to financial planning is far more holistic than the financial advice you may have received in the past. We call our approach Lifestyle Financial Planning.

“I found the Lifestyle Planning fantastic! It put my mind at rest concerning my financial future which is a great comfort! My Adviser, Mark Timmins, was very helpful and friendly and sorted my Pension easily and swiftly. I wouldn’t hesitate to recommend Four Oaks FS to anyone and especially the Lifestyle Planning for those who have any worries about their finances in the future!” Elizabeth Arnold

“I found the discussions very interesting and the lifestyle planning tool has already made me think harder about what I would like to achieve in future. I am starting to see that the client-advisor relationship is so much more than just the practicalities of pension planning and reaches far further into all aspects of life. As I said, I am feeling much more positive about money in general following our visit and I look forward to seeing what happens next with the steps we discussed.” Shelagh Mitson

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.

At Four Oaks Financial Services our Financial Advisers provide financial advice in Sutton Coldfield and across the region. Book an appointment with your Adviser if you would like to find out more about our Lifestyle Financial Planning service and how this could help you be more confident about your financial future.

Happy New Year 2019

Financial Adviser Sutton ColdfieldWe hope all our clients have had a wonderful Christmas and New Year break, with lots of rest and good times spent with family and friends.

As we start the New Year look out for our newsletter that you will be receiving in the next in couple of days via email. This looks back on 2018 and contains ideas for your financial New Year’s Resolutions. If you don’t receive this, please let us know.

Finally, whilst you have probably just put your Christmas jumper back in the wardrobe, here is a reminder about the end of the tax year and to make sure you use your ISA Allowance. This is an annual allowance that must be used by 5th April 2019.  It cannot be carried over, so don’t miss out on this tax efficient way to save.  If you are not sure whether you have used your allowance or not, please talk to your Financial Adviser who provides financial advice local to Sutton Coldfield and the wider area.

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.

Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Our Christmas and New Year 2018 Opening Hours

In 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 24th December – Opening Hours 9am to 12noon

Tuesday 25th December – Closed

Wednesday 26th December – Closed

Thursday 27th December – Opening Hours 10am to 3pm

Friday 28th December – Opening Hours 10am to 3pm

Monday 31st December – Opening Hours 9am to 12noon

Tuesday 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.

Fantastic Year, Great Party

Financial Advisers Lichfield
Having fun at the Christmas Party L-R Charlotte Trueman, Lisa Arnold, Olivia Arnold, Harriet Partridge

As 2018 draws to a close we have had a fantastic year and we’ve celebrated in style with all of our team. We held our Christmas party at a rather special venue in Lichfield, St Johns House. If you are familiar with Lichfield it is the building with the white pillars on St Johns Street.

The venue was exclusive to us and it felt like a family Christmas in this big old 17th century Regency House.  Our team of Financial Advisers who give financial advice in Lichfield and throughout the area, surprised our support teams with a special gift for each and every one of them as a thank you for their help throughout the year.  To sum up, we are a great team who enjoy working together, and working with our very valued clients.

Looking forward to 2019!

We’re Not Sending Christmas Cards This Year Because……

Local Financial Advice
Karen Williams of Buddy Bag Foundation with Martin Ward, MD Four Oaks Financial Services

Much as we like sending Christmas cards to all our valued clients and friends, this year we have decided to do something that we think will last much longer than the 12 days of Christmas. As a team we have decided to make a special Christmas donation to our charity Buddy Bag Foundation instead of sending cards.

We want to help the children who will find themselves having to flee their homes from domestic violence over the festive period. We also want to show our appreciation for the wonderful work that Karen and Chris and the volunteers at Buddy Bag Foundation https://buddybagfoundation.co.uk/ do, not just at Christmas but every day of the year.

We wish each and every one of our clients a very Happy Christmas and Prosperous New Year from the whole team at Four Oaks Financial Services.

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.

Our Christmas and New Year 2018 Opening Hours

In 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 24th December – Opening Hours 9am to 12noon

Tuesday 25th December – Closed

Wednesday 26th December – Closed

Thursday 27th December – Opening Hours 10am to 3pm

Friday 28th December – Opening Hours 10am to 3pm

Monday 31st December – Opening Hours 9am to 12noon

Tuesday 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.

3 Exam Passes In One Day

We are delighted that Paraplanner Lily Jackson, Senior Administrator Emily Walker and Junior Paraplanner Nick Hepburn all passedexaminations, first time on the same day!

Nick, who joined our team earlier this year passed the Unit 5 Financial Protection examination. This examination tests knowledge and the

Financial Adviser Sutton Coldfield
L-R Emily Walker, Lily Jackson, Nick Hepburn

application of all aspects of financial protection such as critical illness protection and life insurance. Nick said “I found learning about the rules on the way certain premiums or payments may be taxed differently to be especially interesting.” Nick will be studying for his Unit 1 examination early in the New Year with his colleagues in the Four Oaks Financial Services Training Academy.

Lily and Emily both passed their Unit 1 examination in Financial Services Regulation & Ethics. Lily said “The exam with the lowest pass rate is Unit 3 which Emily and I have already passed but the Unit 1 examination was equally tough, because of the very wide scope of the syllabus and the knowledge you need to have.” Emily concurred, saying “There are no maths or things to calculate in this exam, this is a test of knowledge.  You either know it or you don’t.” Both Lily and Emily have three examinations left to pass on their journey to achieve the Level 4 Diploma which will see them as qualified as a Financial Adviser.  They are aiming to take their next examination, which will be on Pensions, late January/early February.

Nick, Emily and Lily are part of our extensive in-house team who provide support to our team of Financial Advisers who give financial advice local to Sutton Coldfield and across the area.

Well done to all of you, studying and passing any of the financial services examinations is difficult. Congratulations.