For many years John Smith was a financial adviser having worked for West Bromwich Building Society, HSBC and Lloyds Bank. In January 2015 John joined Four Oaks Financial Services as a financial adviser. In June of last year he switched roles to join our Paraplanning team as a trainee. In just 10 months owing to his exceptional accuracy and communication skills especially with the financial adviser team we are delighted to announce that John has been promoted to Senior Paraplanner.
“This promotion is in recognition of John’s hard work, dedication and his attitude to getting things right first time, which saves time and enables us to provide a first-class service to Four Oaks clients. John is a real asset to Four Oaks Financial Services.” Lynsey Dyche, Practice Manager