Four Oaks Financial Services Limited is an established and well respected financial services company providing financial advice to both personal and corporate clients. Our Advisers are appropriately qualified. One of our Advisers has achieved Chartered Financial Planner status and is a Fellow of the Personal Finance Society. We have our own Academy and members of our team are working towards chartered status.
Four Oaks Financial Services Limited is owned and operated by Martin Ward and his management team. Four Oaks Financial Services is on the Financial Conduct Authority Register and our firm’s FCA number is 616095.
Based in Shenstone Wood End near Sutton Coldfield our team of expert Advisers work extensively in the local area of Lichfield, Tamworth and Greater Birmingham but we have clients throughout the UK. We are members of the Greater Birmingham Chambers of Commerce which includes the Sutton Coldfield Chamber and Lichfield & Tamworth Chamber.
Some years ago Martin recognised that the finance sector was increasing in complexity and subject to changing rules and regulations almost on a daily basis. This was making it very difficult for a single Adviser to keep up to date with all the changes and regulatory obligations whilst at the same time providing an excellent, robust level of financial services generating meaningful returns for his clients.
Martin has succeeded in building a team of Advisers supported by qualified administrators and an in-house research team based at our offices near Lichfield.
Our researchers, called Paraplanners, work full-time on behalf of our Financial Advisers and clients, undertaking the research needed in today’s fast moving financial services sector to successfully provide timely advice and manage the financial planning needs of our personal and corporate clients.
Having won several awards in Lichfield and Sutton Coldfield, we are very much part of our local community.
Quilter Financial Planning has been in the FTAdviser Top 100 Financial Advisers Rankings for 2019, 2020 and 2021.
We are very proud to support the Buddy Bag Foundation, which is locally based but works throughout the UK. Buddy Bag Foundation helps children who have to flee their homes because of abuse or violence, often in the middle of the night, with nothing but the clothes they are wearing. A Buddy Bag is a backpack full of essential items a child needs such as pyjamas, toiletries, underwear, socks and a teddy bear.
Restoring a sense of safety and security into a child’s life during a time of trauma is one of the first steps to their recovery and the aim of the Buddy Bag Foundation is to help their transition into their new surroundings which is often a women’s refuge. At Four Oaks we support Buddy Bag through fundraising activities and we also help to pack the Buddy Bags. They call it a Buddy Bag Brigade. Follow this link to learn more about the Buddy Bag Foundation we are sure lots of children would welcome your help too!
By clicking on the above link, you are now departing from the regulatory site Four Oaks Financial Services Limited. Neither Four Oaks Financial Services Limited nor Quilter Financial Planning are responsible for the accuracy of the information contained within the site.
Our Aim
Our aim is simply to offer financial advice in a clear, transparent manner providing simple to understand recommendations allowing our clients to be informed before making any decisions. The first time we meet we find out whether the client prefers steady savings that grow conservatively or whether they want investments with higher risk but potentially higher rewards, or they are perhaps somewhere in between. This is often referred to as a client’s risk profile.
At Four Oaks Financial Services we develop lasting relationships with our clients and have a lifestyle planning approach to financial planning. We spend time to help our clients understand their financial situation and choices. Unlike advisers who meet you only once, we visit our clients on a regular basis because we really do actively manage their financial needs. We review their arrangements and talk to them about the best way forward for them to achieve the maximum return in line with their individual risk profile.
Our Fees
Our approach is a little different to most firms of advisers. We work with our clients holistically. We call it lifestyle financial planning. We provide easy to understand illustrations and graphs to explain our financial planning advice.
We agree on the ongoing level of service our client requires, and explain how this is to be charged. Our first meeting is funded by us and without obligation. To meet with one of our expert financial advisers please contact us and we can arrange for you to see us at our offices at Shenstone Wood End near Sutton Coldfield and Lichfield or at your home or place of business.
Local Businesses We Work With
At Four Oaks we work with a number of trusted local businesses who help us (and sometimes our clients) and we are very happy to recommend them.
By clicking on one of these links you are departing from the regulatory site of Four Oaks Financial Services Limited. Neither Four Oaks Financial Services Limited nor Quilter Financial Planning is responsible for the accuracy of the information contained within these linked sites.