Congratulations to Financial Adviser, Nic Whittaker on completing 5 years’ service at Four Oaks Financial Services.
Nic joined the practice as a Mortgage and Protection Adviser, but within a few weeks he had passed his professional examinations and became a fully qualified Financial Adviser. In the last five years Nic has seen the business move from a small office to large modern premises, and the overall service offering has improved. “As an Adviser I’ve got a lot more to offer to clients.” Says Nic. “The Adviser team, myself included, is much more qualified and we have specialists in all areas so as a firm we can now offer Lifestyle Financial Planning, Equity Release and Final Salary Pension Transfers. The launch of Four Oaks Legal Services has meant that we can completely look after our clients’ financial planning, all under one roof.”
Nic is a well-respected member of our Financial Adviser team who provide financial advice local to Lichfield and across the wider area. He has been in financial services for 17 years and has a great deal of experience, which he is happy to share, especially with new Advisers and helping them to settle in.
We asked Nic what was his best memory of the last five years. Nic said “Apart from my first interview when I was suffering from tonsillitis and shingles, my best memory is a continuous memory of the last five years. Four Oaks Financial Services has given me everything I’ve got and ever wanted in my career and it is always a great place to work.”
Congratulations Nic and we hope you enjoy your gift from the Company.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
However, there are some circumstances where we might consider a Defined Benefits transfer.
Four Oaks Legal Services Limited is not an appointed representative of Intrinsic Financial Planning or Intrinsic Mortgage Planning and Intrinsic is not responsible for the activities provided by Four Oaks Legal Services Limited.