We’re Seeking A Financial Adviser Fed Up With Paperwork!

Financial Adviser JobsIf you are an Adviser, qualified to Level 4 Diploma status, and you’re fed up with all the bureaucracy our profession has to deal with, we would love to hear from you. We have a large friendly, stable team to support you.  You focus on servicing your clients and providing financial advice and we will do your:

Administration, Paraplanning, Compliance, Marketing, Appointment Making

You can be anywhere in the UK, because although our prestigious offices are near Lichfield, our systems and processes mean you can work from your home office anywhere in the UK.

A highly competitive self-employed package will be offered to the successful candidate.

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

Welcoming Karl Ottley To Our Adviser Team

Financial Advice Staffordshire
Karl Ottley, Financial Adviser

We are delighted to welcome Financial Adviser, Karl Ottley to our team. He has over 30 years of financial services experience, is a fully qualified Financial Adviser and is also qualified to give advice on Long Term Care. Karl will be working with our clients in the North Staffordshire and South Cheshire area for us.

He began his career at Pearl Assurance, becoming their youngest district manager at the time. He progressed into more management and supervisory positions and was area director at both Barclays and Lloyds. In 2011 Karl moved to St James’ Place as a supervisor of partners.  Five years ago, Karl took the opportunity to become a self-employed Financial Adviser, which was part of his own personal financial plan.

With the increase in bureaucracy, compliance and administration experienced throughout the financial services sector, as a lone adviser Karl recognised the benefit of joining our team at Four Oaks Financial Services. Our back-office support for our Advisers, and their clients, is second to none.  We provide Karl and his colleagues in our Financial Adviser team with paraplanning, compliance, administration, appointment making and marketing.

Karl is very much a family man with traditional family values. He met his wife when he was just 14, they married at 21 and have two children, and a grand-daughter who arrived in 2017.  Karl and his family love travelling.  The best holiday he has been on was a tour of China. Later this year Karl and his family are planning a trip to Mauritius to celebrate a special birthday and in his spare time Karl is a big fan of Formula 1.

Critical Illness Costs The Economy £15bn A Year – So What?

Critical Illness Sutton ColdfieldWe are always being quoted this figure or that figure in the media. We’ve recently been given the results of a survey Legal & General carried out last year, telling us, as the headline says “Critical Illness Costs The Economy £15bn A Year*”.  But what struck us is the human cost behind this big number.  £15bn means a lot of people and their families are off work and dealing with a debilitating illness.

None of us wants to think about being ill, and we certainly don’t want to think about yet another insurance policy. But, the fact is that when an awful diagnosis is given, a Critical Illness policy would pay out a lump sum and from a financial perspective that would be one less thing to worry about.  We are quite passionate about the benefits of Critical Illness cover and your Financial Adviser can tell you about the cases we have come across where having this insurance has been invaluable to people and clients that we work with.

If you have already got Critical Illness insurance in place it is advisable to get this reviewed to ensure you are covered for as many critical illness conditions as possible and that the terms are still favourable. Like all insurance products the providers are bringing out new policies all the time and we want you to have the policy most suitable for your specific circumstances.

At Four Oaks Financial Services our Financial Advisers provide financial advice local to Sutton Coldfield and are qualified to give advice on Critical Illness Insurance and other kinds of financial protection. You will find more information here.

We’re Seeking A Financial Adviser Fed Up With Paperwork!

Financial Adviser JobsIf you are an Adviser, qualified to Level 4 Diploma status, and you’re fed up with all the bureaucracy our profession has to deal with, we would love to hear from you. We have a large friendly, stable team to support you. You focus on servicing your clients and providing financial advice and we will do your:

Administration, Paraplanning, Compliance, Marketing, Appointment Making

You can be anywhere in the UK, because although our prestigious offices are near Lichfield, our systems and processes mean you can work from your home office anywhere in the UK.

A highly competitive self-employed package will be offered to the successful candidate.

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

Four Oaks Financial Services Adviser To Appear in Top Rated Advisers Guide In The Times

Financial advice local to Sutton Coldfield
Yomi Bashorun, Financial Adviser to appear in Guide To Top Rated Advisers 2019

Congratulations to Financial Adviser, Yomi Bashorun who has qualified to appear in the 2019 Guide To The UK’s Top Rated Advisers. This will appear nationally in print in the Times on 23rd February. The Guide features the best Financial Advisers in the UK based on client reviews and passing VouchedFor’s checks. VouchedFor is one of the UK’s leading financial advisers search sites.

All Advisers featured in the guide will be able to use the term ‘Top Rated 2019’ on their VouchedFor profile. VouchedFor says that this guide, will involve more checks than any other guide, adviser directory or industry body and will contain more information about each qualifying adviser.

Yomi is a valued member of our team of Financial Advisers who provide financial advice local to Sutton Coldfield and throughout the wider Midlands area. He joined our firm in 2017, and was already a qualified Financial Adviser with many years of experience in the financial services sector. Yomi became a father in May last year and he is currently studying for his AF7 qualification on Advanced Pension Planning.

We are absolutely delighted that Yomi has qualified to appear in the Top Rated Advisers Guide 2019. Well done, Yomi!

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.

We’re Seeking A Financial Adviser Fed Up With Paperwork!

Financial Adviser JobsIf you are an Adviser, qualified to Level 4 Diploma status, and you’re fed up with all the bureaucracy our profession has to deal with, we would love to hear from you. We have a large friendly, stable team to support you. You focus on servicing your clients and providing financial advice and we will do your:

Administration, Paraplanning, Compliance, Marketing, Appointment Making

You can be anywhere in the UK, because although our prestigious offices are near Lichfield, our systems and processes mean you can work from your home office anywhere in the UK.

A highly competitive self-employed package will be offered to the successful candidate.

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

Our Team Packs Buddy Bags

Financial Advice Sutton Coldfield
Our Team Packing Buddy Bags

Last month we held a very special event. We held a Buddy Bag Brigade just for our team.  If you don’t know what a Buddy Bag Brigade is, it is an organised bag pack were between 180 and 200 back-packs are assembled for children who find themselves in emergency care. And, you can get involved too as our charity, Buddy Bag Foundation, hold bag-packs every month and they always need the help of willing volunteers.

Our team of Financial Advisers who give financial advice near Sutton Coldfield and surrounding areas, and all our support staff have done this once before exclusively for Four Oaks Financial Services. But such was the response that members of our team have also helped out on many other occasions individually, so we have almost got this down to a fine art! In a little over 2 hours we were able to pack all the toiletries, underwear, pyjamas, cuddly toys, photo frames and books.  There was a delay when a delivery of pyjamas didn’t arrive.  We gave people the option to go home, but everyone stayed, such is our team-spirit.

Following the bag-pack, two of our team even took a boot full of bags to a women’s refuge quite a few miles away.

To find out more about Buddy Bag Foundation and to perhaps get involved, please 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.

Reminder – Use Your ISA Allowance Before 5th April 2019

ISAs Sutton ColdfieldHave you used your ISA allowance for this tax-year? If you are not sure, please ask your Financial Adviser as quickly as possible. You have until 5th April 2019 to use your allowance or lose it, as the allowance cannot be carried over.  This also applies to Junior ISAs for children under the age of 18. The allowance for adults is £20,000 and £4,260 for children.

ISAs are tax free savings, so generally speaking they are an excellent way to save, especially as interest rates for traditional savings accounts are so low and likely to remain low for the foreseeable future. Our Advisers, who provide local financial advice in Sutton Coldfield and wider area, will give advice that is appropriate to your individual circumstances and they will be able to help you decide whether a Cash ISA, Stocks & Shares ISA or a combination of both kinds is what you need.

All we ask is that you give us time. Arranging ISAs is straight-forward but we have to ensure that your ISA is set up and the money you are investing has arrived in the ISA account by 5th April 2019.

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.

At Four Oaks Financial Services our Financial Advisers provide financial advice local to Sutton Coldfield and are qualified to give advice on ISAs. Talk to your financial adviser about the difference between Cash ISAs or Stocks & Shares ISAs

The New Issue Of Essentially Wealth Magazine Available Now

Financial Advisers Sutton ColdfieldWe will be emailing the latest issue of our Essentially Wealth magazine to our client in the next few days, but you can read it here right now.  If you would like to receive this via email and are not on our mailing list please contact clientsupport@fouroaksfs.com.

In this issue read about how being absent-minded is costing you money and, an article on the “B” word and your finances.

To download Essentially Wealth follow this link Q1 2019 Four Oaks Essentially Wealth lr