Financial Adviser Sutton Coldfield

Look no further for a Financial Adviser in Sutton Coldfield. Our prestigious offices are close to the town, with free parking and we have a team of experienced, expert Financial Advisers who are qualified to give financial advice on all aspects of financial planning. You can meet with an Adviser at your home in Sutton Coldfield or at your workplace, or at our office.

We have a team of Financial Advisers who work with our clients who prefer to work with a local firm of Financial Advisers in Sutton Coldfield. We also have a large in-house team of support staff, many of whom live in or near the town.

Your Financial Adviser In Sutton Coldfield

All of our Financial Advisers in Sutton Coldfield are experienced and qualified to give you advice on Pension Planning, Mortgages, Investments, Savings, Inheritance Tax Planning, Long Term Care Planning and Funeral Plans.

However, we believe in an over-arching approach to helping you plan for your financial future. We refer to this as Lifestyle Financial Planning.

Your Financial Adviser in Sutton Coldfield will work with you and look in detail at your whole life and the key milestones that you will encounter during your life. We carry out a detailed review of your current lifestyle and expenses, and what you want to achieve in the future. Our Sutton Coldfield Financial Adviser will also discuss your hopes and dreams both for yourself and your family.  You may think it is strange for an Adviser to talk about hopes and dreams but this is what we believe is the role of your qualified Financial Adviser in Sutton Coldfield.  This is because we believe that money is a means to an end, not the be-all and end-all.

How Financial Advisers In Sutton Coldfield Can Help You

We pride ourselves on exceptional customer service. Our Financial Advisers are supported by our large team of in-house staff.  They contribute to the overall service you will receive either directly or indirectly.  Some of them you will get to know well as they support you and your Financial Adviser in Sutton Coldfield, either by keeping you informed on the processing of your financial matters or helping to expedite your mortgage offer by keeping on top of solicitors and surveyors or liaising with your mortgage provider.

We have a customer promise that all of our Financial Advisers in Sutton Coldfield and our support teams work to.

  • We promise to always treat our customers with respect and empathy, as we would expect to be treated by others
  • We promise to never take advantage of our customers and all our advice will be in what we believe is in the best interests of our customers
  • We promise to always be transparent, open and honest. We will use plain language to explain our recommendations, commission or fees

Choosing A Financial Adviser In Sutton Coldfield Is Easy

Our Financial Advisers in Sutton Coldfield live in the town or close by. They have a good knowledge of the local area and are well placed to advise you on all aspects of your financial planning. Because they are local and receiving financial advice can involve making serious decisions about your financial future, we believe it is much better to really get to know your Financial Adviser and see them face to face.

We have a team of 9 Financial Advisers in Sutton Coldfield, they come from a wide range of backgrounds and are of different ages. Some of our Advisers are uniquely qualified or specialise in certain areas of financial planning. We try to match the client to the Adviser that is the best fit for them. Financial services decisions can be complex, so having the opportunity to talk matters through in person with your Sutton Coldfield Financial Adviser can help clarify all the options open to you.

Your Firm of Financial Advisers in Sutton Coldfield

All of our Financial Advisers in Sutton Coldfield are qualified to give appropriate advice. Some of our Advisers specialise in mortgage and financial protection, others are qualified to give advice on Long Term Care planning. You might like to note that an adviser is not allowed to give advice on Long Term Care unless they are qualified.

At Four Oaks Financial Services you also have access to not only Financial Advisers in Sutton Coldfield but through our practice our clients have access to a Chartered Financial Planner and Fellow of the Personal Finance Society – so you don’t get much more qualified than that!

What Your Sutton Coldfield Financial Adviser Offers

Your Sutton Coldfield Financial Adviser provides a complete range of financial planning advice and financial services including:

  • Investments and Savings
  • Pensions Advice
  • Financial Protection
  • Mortgages
  • Inheritance Tax Planning
  • Long Term Care Planning
  • Private Medical Insurance
  • Funeral Planning
  • Corporate Services for businesses, their owners and directors

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.

Your home or property may be repossessed if you do not keep up repayments on the mortgage.

The Financial Conduct Authority do not regulate estate planning and inheritance tax planning.

Funeral Planning is not part of the Quilter Financial Planning offering and will be referred to a separate company. Quilter Financial Planning accept no responsibility for this service.

Funeral Planning is not regulated by the Financial Conduct Authority.

Contact Your Financial Adviser In Sutton Coldfield

Your initial meeting with one of our Sutton Coldfield Financial Advisers is at our cost. All you need to do to make an appointment is call our Client Liaison Team on 0121 323 2070 or drop them an email We will take a few details from you and make an appointment for you with one of our Sutton Coldfield Financial Advisers.