We want to talk to established Financial Advisers who are seriously thinking about retirement so we can discuss our exit solution.
If you are a qualified Financial Adviser who is looking to retire in the next few years you are probably looking for a seamless way to ensure your clients are well looked after in the future. By joining our team you will be supported by our in-house back-office staff for as long as you want to continue working. Then, when you are ready to retire you will be confident that your colleagues at Four Oaks Financial Services will carry on looking after your clients, and your clients will already know who we are and be confident that their investments are in safe hands.
As you approach retirement our aim is for you to focus on servicing your clients for as long as you want to, leaving us to support you with:
Administration, Paraplanning, Compliance, Marketing, Appointment Making and so on.
We are a highly ethical and respected firm of advisers providing expert financial advice throughout the Midlands area. Follow this link to our Careers page to find out more. We very much look forward to hearing from you.