Schools Out For Charlotte Holmes

Financial Advice
Charlotte Holmes, Financial Administrator

We are incredibly pleased that former primary school teacher Charlotte Holmes has joined our Client Services team as a Financial Administrator. Charlotte aspires to become a fully qualified Financial Adviser and at Four Oaks we will do all we can to help her achieve this goal.  Charlotte has hit the ground running so to speak and is already studying for her RO5 qualification.  This qualification focusses on how to give advice on financial protection products and to understand the circumstances when a client would require financial protection.

In her day-to-day role Charlotte supports our Financial Adviser team who provide local financial advice to our clients in an around the Tamworth, Lichfield and Sutton Coldfield area with processing applications for clients on mortgages, protection products, pensions and savings transfers such as ISA transfers. This is a busy role that includes liaising with providers, clients and Financial Advisers to make sure that applications are processed effectively and efficiently with a great focus on customer service.

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.Your home may be repossessed if you do not keep up repayments on your mortgage.

Charlotte has a degree in biology, enjoys running and keeping fit and is also learning to play the piano! “I really enjoy working at Four Oaks, and am delighted that I can study and train for exams.  We study together, we revise together and we will be taking the exams together so I really feel part of the team.”  Says Charlotte.

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