Our Team and 36 Cuddly Toys

Financial Adviser Tamworth
Martin Ward, Managing Director with the Toys

Our charity, the Buddy Bag Foundation needed cuddly toys for their Buddy Bags that are provided free of charge to children who find themselves in emergency care. Our receptionist, Lisa Arnold put the call out to our team for donations to buy cuddly toys and within a couple of hours everyone had dug into their pockets and Lisa had the funds she needed.

The cuddly toys had to be a certain size, in order to fit in the buddy bags with all the other essentials and comfort items that they contain. So, this was not an easy task.  Lisa visited several shops in the area (including 6 co-ops), Financial Adviser Ray Ceairns sourced some and so did Dave Coleman of our Paraplanning department.

In total we were able to buy 36 suitable cuddly toys. These have now been packed and despatched by Buddy Bag Foundation to women’s refuges throughout the UK.

For more information on Buddy Bag Foundation and how you could also help follow this link https://buddybagfoundation.co.uk/

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.

Welcome To Our Latest Paraplanning Recruit

Financial Advisers in Sutton Coldfield
Ruth Hughes, Junior Paraplanner

We are delighted to announce that Ruth Hughes has joined our in-house Paraplanning team as a Junior Paraplanner. Ruth is returning to work after a career break to have a family.  Previously she worked for the Halifax for nine years. She began as a cashier, was then promoted to a banking adviser and for the last two years she worked as a fully qualified financial adviser.

In her role at Four Oaks Financial Services she will be supporting our team of Financial Advisers in Lichfield and surrounding areas. This involves providing them with help on the technical aspects of our services including report writing and research.  Ruth has joined the Four Oaks Financial Services Training Academy in order to refresh her knowledge and is planning to take all of her exams again.  The first qualification she will be studying for is Personal Taxation.

“The team have been very welcoming and accommodating. I feel that I have settled in quickly and I like the community spirit we have here.” Says Ruth.

In her spare time Ruth takes her fitness very seriously. She loves the gym, Zumba and yoga!

The Third Long Walk Home

Financial Advice Lichfield
Martin Ward, MD, Four Oaks Financial Services

All we can say is they must be very brave or mad!! Why? Because both Four Oaks Financial Services MD, Martin Ward and Financial Adviser, David Jones have done this before and they know how much it hurts!

Financial Advice Sutton Colffield
David Jones, Financial Adviser

On 6th May 2018 they will walk 40 miles from Stoke Royal University Hospital to The Crown pub in Four Oaks.  This will be the second time Martin has done this and David’s third time.

With the full backing and admiration of our team of Financial Advisers and support teams, they are doing this along-side our client and friend, Mark Tonks. In 2015 just after a meeting with Martin Ward, Mark suffered a major heart attack which left him in hospital for many weeks.  Whilst he was there he wondered how long it would take to walk home.  The answer is 12 – 15 hours.

The first year of the Long Walk Home was 2016, almost a year to the date that Mark got home from hospital, and 13 local business-people did the walk with him. In 2017 the number had grown to 22 people and this year an amazing 54 people will walk with the aim of raising £20,000 for Buddy Bag Foundation and Footsteps Counselling & Support.  Both local charities are small and run entirely by volunteers but play a very serious role in helping people.

If you would like to donate please click on this link https://uk.virginmoneygiving.com/fundraiser-display/showROFundraiserPage?userUrl=TheLongWalkHome2018&pageUrl=1

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.

Almost A Third Of UK Employees Don’t Have A Financial Back Up Plan!

Critical Illness LichfieldResearch1 shows that nearly a third of employed people in the UK don’t have any contingency in place should they suddenly lose their primary source of income.  If you lost your job, that would be bad enough.  But imagine that you lost your income because you were sick.

Figures from Macmillan and the British Heart Foundation show that in the region of 1,000 people every day are diagnosed with cancer and nearly 200,000 people have heart attacks each year in the UK.

What if…. you were one of those people? How would you and your family cope financially?  Critical Illness Insurance can pay out a lump sum that may enable you to stop working or go part-time so you can concentrate on getting better.  This can be combined with life insurance, or you may wish to look at other financial protection options.  For peace of mind talk to your Financial Adviser about your circumstances and if Critical Illness Insurance is right for you.

1Legal & General, 2017

Hands-On Helping Children In Emergency Care

Financial Advice Sutton Coldfield
Our Team At Our Buddy Bag Brigade

We are very proud to support Sutton Coldfield based charity Buddy Bag Foundation, who help children in very difficult circumstances. We have organized and participated in various fund-raising activities on their behalf and have helped to pack Buddy Bags on two occasions in past.

But, on the 15th March it was all down to us!  Our team packed 180 buddy bags in an exclusive buddy bag brigade crewed just by Four Oaks Financial Services’ financial advisers and support teams. This involved a few of us prepping the packing process with Buddy Bag director, Karen Williams.  The pyjamas, underwear, toiletries, socks, photo frames, books and teddies were sorted by age and by boy or girl and placed on the packing tables.

The rest of our team then arrived and the packing of the bags began. Karen told us we were one of the fastest groups to complete this – but that’s a reflection our amazing teamwork!

Our Receptionist, Lisa Arnold made all the arrangements and said “This was a very thought provoking but fulfilling experience. Karen read out some of the feedback they’ve had from the children and it really brought home to us all how they are affected when parental relationships breakdown.  We’ve all got a much deeper understanding of what Buddy Bag is doing and how important their work is when you appreciate what the children have to deal with.”

The buddy bags that we packed have been sent to help children who find themselves in women’s refuges around the UK.

For more information on Buddy Bag Foundation and how you could also help follow this link https://buddybagfoundation.co.uk/

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 Easter Opening Hours

The Four Oaks team wish you, your family and friends a very happy Easter.

Our opening hours for the Easter bank holiday weekend are:

Good Friday (30th March 2018) – Closed

Easter Monday (2nd April 2018) – Closed

Tuesday 3rd April – Our normal 9am to 5pm office hours will resume

New Uniforms Embody Our Quality Approach

Financial Advisers Sutton Coldfield
Our New Uniforms

“Style is a way to say who you are without having to speak.” This is a quote from fashion designer and business woman Rachel Zoe, and what she says sums up very well the reasons why we have introduced a stylish new uniform for our team at Four Oaks Financial Services.

Our brand embodies our values of providing a premium service to all of our clients, and as soon as our clients come into the office they can see our culture, attitude and ethos in the way we present ourselves. Our aim is to provide quality in everything we do.

The uniforms are from a corporate clothing range and the ladies in our team could choose skirts, dresses or trousers or a combination that suited their individual preferences, together with white blouse and jacket. Our gents chose black trousers, white shirts and a green tie to match our logo.

“The uniforms have been a hit with our team and clients. Everyone has a professionally produced name badge so visitors know who they are talking to when they visit, and we don’t have to decide what to wear everyday but always know we are dressed for the office.”  Says Practice Manager, Lynsey Mason.

Our Easter Opening Hours

The Four Oaks team wish you, your family and friends a very happy Easter.

Our opening hours for the Easter bank holiday weekend are:

Good Friday (30th March 2018) – Closed

Easter Monday (2nd April 2018) – Closed

Tuesday 3rd April – Our normal 9am to 5pm office hours will resume

Proud to Sponsor Bilston Town Community Football Club

Financial Advisers in LichfieldWhen one of our clients told Financial Adviser, Mark Timmins about his passion for football and for his local club, Bilston Town Football Club, and the fact that they are celebrating their centenary year, we were only too happy to become one of their sponsors.

Bilston Town Community Football Club are on a mission to attract sponsorship from 100 local businesses in their 100th year. Our client is not only a dedicated fan, he is also on the club’s committee and stewarding on home match days. Mark Timmins is Bilston born and bred. His family have roots in the metal manufacturing that once dominated this industrial market town, and Mark passes the ground everyday on his commute to our offices located between Sutton Coldfield and Lichfield from where we provide local financial advice.

As sponsors Four Oaks Financial Services has a pitch-side advertising banner at the Queen Street Stadium for the remainder of the 2017/2018 season and the whole of the 2018/2019 season.

Chancellor’s Spring Statement 2018 Update Available Now

Click on the link below for key points from last week’s Spring Statement in the Four Oaks Financial Services Spring Statement bulletin. The last page has a useful summary of important tax rates for 2018/2019. We do hope that you find this update both interesting and informative. If you require more information on any of the areas covered or any other financial matter, please do not hesitate to contact your Adviser or our Client Liaison Team.
Spring Statement Update Brochure