This Quarter’s Essentially Wealth Magazine Is Now Available

Financial Advice Sutton ColdfieldFor our clients to whom we provide financial advice in Sutton Coldfield and across the Midlands, our quarterly Essentially Wealth magazine is now available for you to read. Please click on this link Essentially Wealth Magazine Q1 2020

This is a complementary magazine for Four Oaks Financial Services clients.  It is full of useful information and topical articles delivered in a quick and easy to read format.  In this first issue of 2020 you will find articles that our clients seeking financial advice in Sutton Coldfield and across the region will find insightful.

Highlights of this issue focusing on financial advice include:

  • University – Addressing The Challenge Of Covering Costs
  • Waiting for the Green Shoots of Spring
  • Your Changing Protection Needs For Every Life Stage
  • Free Childcare – Grandparents Really Are Doing Their Bit
  • IHT Receipts Continue To Rise – Planning Pays
  • A Changing Retirement Landscape
  •  Generation Grudge – Desperately Seeking Balance
  • Aggravated By Acronyms?
  • The ‘Front Door’ Of Advice Is Always Open
  • Tax Year End Reminder – Use Your Allowances
  • UK Lags In Terms Of Retirement Security

We will be emailing this magazine to all of our clients in the next few days.  If you are not on the mailing list and would like to receive this and the sister publication Essentially Mortgages, please email

Remember the 2019-2020 tax year end is 5th April 2020.  The clock is ticking.  Don’t miss out. We can help you utilise your 2019-2020 tax year allowances.

If you want further information about any of the articles and how you could be affected, our team of Financial Advisers are always available to provide financial advice to our clients in Sutton Coldfield and right across the Midlands region. For help and advice you can contact your Adviser direct, or you can contact our Client Liaison team to make an appointment.