A Day In The Life Of A Financial Adviser

Have you ever wondered what your Four Oaks Financial Services Financial Adviser does every day? We asked Ray Ceairns, one of our most experienced Financial Advisers what he does on a typical day, and found out that there is no such thing!  We also found that the role of an adviser is much wider than our client’s might expect. For example liaising with a care home provider and attending a case conference with the client and care provider.

To find out more about the role of our Financial Advisers, follow this link to download A Day In The Life Of A Financial Adviser.

A Day In The Life Of A Financial Adviser

Four Oaks Financial Services provides local financial advice in Lichfield and the surrounding areas of Sutton Coldfield and Tamworth.

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