Financial Adviser Tamworth

Four Oaks Financial Services is an award winning firm of local financial advisers providing financial advice in Tamworth, Staffordshire and the surrounding area. From our experience we know that many people only see their financial adviser when they need some specific help such as when they want Mortgage Advice. At Four Oaks we can offer that service but prefer to really get to know our Tamworth financial advice clients so we can provide the most suitable financial advice and we develop a relationship with them over time. 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 may be repossessed if you do not keep up repayments on your mortgage.* Estate Planning is not regulated by the Financial Conduct Authority. Four Oaks’ Advisers specialise in providing financial planning advice and financial services which includes Pensions Advice, Investments and Savings, Financial Protection which include things like Life Insurance, Mortgages Advice, planning for Long Term Care and Corporate Services for businesses, owners and directors. Our Advisers are local people living in or near to Tamworth. They can arrange to see you in the comfort of your own home or you can come to our office whichever is the most convenient to you.

Financial Advice In Tamworth

The first meeting with a Four Oaks Adviser in Tamworth is at our cost. You pay nothing until you are ready for us to undertake financial planning work on your behalf. Our Advisers are all qualified and trained in financial services. Through our Practice you will also have access to a Chartered Financial Planner and Fellow of the Personal Finance Society. The benefit of dealing with a Financial Adviser in Tamworth is that they will know the area rather than talking to someone in a call centre who has no idea what the town is like or any affinity to the area. This could be especially important when discussing mortgages. This is just one aspect of the range of advice that we can provide but it is essential to regularly review your home loan even if you are not thinking of moving house, just checking how much you are paying each month and seeing whether your mortgage is still competitive can be very beneficial. Your home may be repossessed if you do not keep up repayments on your mortgage.

Contact Us For Financial Advice in Tamworth

To make an appointment to discuss your financial planning needs please contact our Client Liaison team on 0121 323 2070 or email We will quickly and professionally find out what your basic requirements are and make an appointment for you with one of our Financial Advisers in Tamworth to discuss your mortgage or any other aspect of financial planning. When you make an appointment we will send you a confirmation letter or email, whichever is your preferred contact method and ask you to have any relevant financial paperwork ready for the Adviser to discuss with you. For financial advice in Tamworth on mortgages or any other aspect of advice give us a call today and be assured of fast and friendly service from our experienced team.