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
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.
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!
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.
This 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
Out now Essentially Mortgages Spring 2021. Find out about Grants for Green Home Improvements and How Much Floor Space You Can Get For the Average House Price, and much more.
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 LR comp
Even 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
This 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
We are delighted to announce that Financial Adviser, Carl Hobbins has joined our team of Advisers. Carl has worked in financial services for over 12 years. He has held management roles at HSBC and Lloyds Bank in the role of Area Mortgage Manager, responsible for the development and performance of mortgage advisers. Most recently Carl has operated his own successful practice.
Over recent years the financial services sector has seen a huge increase in additional admin and compliance tasks that Advisers must carry out. Here at Four Oaks Financial Services we have a large support team to assist Carl. This will free up more of his time to do what he enjoys most which is advising his clients.
Carl says “I’ve joined Four Oaks for three reasons. Firstly, the professional back-office support provided to me. Secondly, as part of a larger practice my clients will be able to access a wider range of financial planning services. Thirdly, Four Oaks are part of the Quilter Financial Planning network. The largest network of Financial Advisers in the UK and whom in November 2019 was voted number 1 in the FTAdviser Top 100 Advisers Ranking. It is great to be able to tell my clients that I am part of the network that sponsors the Rugby!”
Carl’s claim to fame is….
My claim to fame is having dinner with Howard Webb a number of years ago, an ex-professional football referee, after attending a motivational speaker conference he presented at. We discussed family life as well as his involvement refereeing the 2010 and 2014 World Cups. It was fascinating discussing his run-ins with some of football’s most prolific football Managers throughout his career.
This quarter’s edition of our complimentary magazine Essentially Wealth is now available for all our clients to whom we give financial advice in Lichfield, Sutton Coldfield and across the region.
We will be emailing this out in the coming days, but if you can’t wait to read the article “Covid-19 The Ultimate Financial Stress Test” and read about “When Is A £20 Note Not A £20 Note” and much more just click this link Four Oaks Essentially Wealth Summer 2020 Q3