Our approach to financial planning is far more holistic than the financial advice you may have received in the past. We call our approach Lifestyle Financial Planning.
“I found the Lifestyle Planning fantastic! It put my mind at rest concerning my financial future which is a great comfort! My Adviser, Mark Timmins, was very helpful and friendly and sorted my Pension easily and swiftly. I wouldn’t hesitate to recommend Four Oaks FS to anyone and especially the Lifestyle Planning for those who have any worries about their finances in the future!” Elizabeth Arnold
“I found the discussions very interesting and the lifestyle planning tool has already made me think harder about what I would like to achieve in future. I am starting to see that the client-advisor relationship is so much more than just the practicalities of pension planning and reaches far further into all aspects of life. As I said, I am feeling much more positive about money in general following our visit and I look forward to seeing what happens next with the steps we discussed.” Shelagh Mitson
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.
At Four Oaks Financial Services our Financial Advisers provide financial advice in Sutton Coldfield and across the region. Book an appointment with your Adviser if you would like to find out more about our Lifestyle Financial Planning service and how this could help you be more confident about your financial future.