Afternoon Tea at Fairlawns Hotel

After a difficult 12 months and a year of virtual contact we were finally able to join together for a lovely afternoon full of laughter and socialising!
It was lovely to see all the Advisers and Staff together but may have been too much for baby Isaac Whittaker!

Thanks to our Director, Martin Ward, for a great afternoon!

 

 

 

 

 

Helen Wilson Joins Our Financial Adviser Team

We are delighted to announce that Helen Wilson has joined our Financial Adviser team. Helen is a fully qualified Financial Adviser and has been providing financial advice for 27 years. She began her career at Nationwide Building Society and then joined a smaller family financial adviser practice, and this is how we got to know each other.

Four Oaks Financial Services worked alongside Helen on some more complex pensions cases, until Helen was herself qualified to undertake this work. When a retirement caused the family practice to wind-down Helen called us and we were incredibly pleased to welcome her aboard.

Helen is qualified in all aspects of financial planning including Investment planning, mortgages and financial protection, pensions advice and retirement planning. She is also qualified to advise on Defined Benefits Pensions, which are complex pension cases.  Not all advisers are qualified to do this type of work.

For Helen, the best aspect of being a Financial Adviser is meeting clients and the long-term relationships that develop. She loves helping people to achieve their dreams and being an Adviser for 27 years means in some cases Helen advises multiple generations of the same family.

When she is not giving financial advice, Helen enjoys walking the family dogs, a Labrador and a Spaniel, the theatre, especially the ballet, and travelling.

Essentially Mortgages Magazine Summer 2021

Out now Essentially Mortgages Summer 2021. Find out about how the Property Market continues to gather momentum thanks to the Stamp Duty holiday and tips on how to make your home stand out from the crowd of online listings.

Our Essentially Mortgages magazine is a complimentary magazine for our clients.  We will be emailing out a copy in the next few days but if you can’t wait click on this link and read it now Four Oaks Essentially Mortgages Q2 2021

Essentially Wealth Magazine Summer 2021 Read It Now

This quarter’s Essentially Wealth magazine is a must read especially in these extraordinary times. In this edition find out where in the world are the happiest places to retire to and how the Covid-19 vaccines are putting a spring in investors’ step!

This is a complimentary magazine for all Four Oaks Financial Services clients.  Over the next few days we will be emailing this out, but you can click on this link and read it right now Four Oaks Essentially Wealth Q2 2021.

Marco Cunsolo Joins Our Financial Adviser Team

We are delighted to announce that experienced Financial Adviser, Marco Cunsolo has joined our team of advisers at Four Oaks Financial Services.  Marco has been an Adviser for over 20 years including working for Barclays and Bank Of Scotland Investment Services in wealth management. Before joining us, he ran his own Financial Adviser practice for many years, and belonged to Quilter Financial Services Limited, which is the network we also belong to.

With the increase in compliance and administration now required of Financial Advisers, Marco asked Quilter to recommend a practice he could join that could help him with his back-office requirements. They recommended us and as they say the rest is history.

“Four Oaks Financial Services were highly recommended by Quilter and being part of their team allows me to have flexibility and first-class support in admin, paraplanning and compliance that I need.” Says Marco. “The thing I love most about being a Financial Adviser is helping people and being part of the team at Four Oaks Financial Services allows me to do more of that. Even the most successful people do not have time to effectively manage their finances and really appreciate the advice of a financial planning expert such as myself. Helping my clients and seeing them achieve the steps on their financial plan is so satisfying.”

In his spare time Marco is an outdoor animal, keen on tennis, swimming and running. But being from Italy he has his own wood-burning oven and is renowned for making a mean pizza!

Welcome to the team, Marco!

Financial Adviser Ray Ceairns Retires

We are delighted to announce that one of our longest serving financial advisers, Ray Ceairns, has retired. Ray has worked in financial services since 1984 and says he decided to retire earlier than planned owing to our Lifestyle Financial Planning service. This gave him the reassurance he needed that he could have the long and comfortable retirement he wanted, only sooner!

2020 was a big year for Ray. Two grand-children arrived, Sophia in June and Oscar in November, he had a big birthday, his wedding was postponed and he retired! As well as spending lots of time with his grand-children Ray is looking forward to getting back into hill walking and extended stays at his lodge in the Lake District. And he is getting married in June.

During his 36 years in financial services, he says the biggest change has been the shift to professionalism and mandatory qualifications in the industry. These changes being enforced by the Regulators and rightly so. Ray originally joined Four Oaks Financial Services partly with a view to his planned retirement. He wanted to be able to retire, knowing his clients would be in safe hands.

Ray has sent his personal thanks to Martin Ward, Managing Director and all the staff that have supported him. With the easing of Covid-19 restrictions we are looking forward to Ray’s “retirement do” and wish him a long and happy retirement.

Essentially Wealth Magazine Spring 2021 Read It Now

Investments sutton ColdfieldThis quarter’s Essentially Wealth magazine is a must read especially in these extraordinary times. In this edition find some handy tips to make Retirement Saving a little easier and how not to fall prey to Pension Scams!

This is a complimentary magazine for all Four Oaks Financial Services clients.  Over the next few days we will be emailing this out, but you can click on this link and read it right now Four Oaks Essentially Wealth LR comp

Essentially Mortgages Magazine Winter 2020

Mortgages Sutton ColdfieldEven in these challenging times people are finding ways to get on with their financial plans and this of course applies to mortgages. In this issue articles discuss Mortgage Approvals Hit 13-Year High, and Getting Financially Fit for the New Norm. With the Stamp Duty holiday tax break for England and Northern Ireland due to end on 31st March 2021, read the article on page 3.

Our Essentially Mortgages magazine is a complimentary magazine for our clients.  We will be emailing out a copy in the next few days but if you can’t wait click on this link and read it now Q4 2020 Essentially Mortgages Magazine

Essentially Wealth Magazine Winter 2020 Read It Now

Financisal Advice Sutton ColdfieldThis Quarter’s Essentially Wealth magazine is a must read especially in these extraordinary times. In this issue articles discuss whether we have reached the End Game For Cash, Staying Financially Fit in the New Norm and the Rise of the Inheritance Economy.

This is a complimentary magazine for all Four Oaks Financial Services clients.  Over the next few days we will be emailing this out, but you can click on this link and read it right now Q4 2020 Essentially Wealth Magazine