How We Work

At Four Oaks Financial Services every client is unique because their circumstances objectives, needs and wants are unique. Therefore, we don’t have a one-size-fits-all approach.  We understand that our clients have different requirements, so we offer a range of support options.

You can if you wish, add or enhance levels of service with your Adviser if you feel this is appropriate.

Lifestyle Financial Planning Service

Our lifestyle financial planning service is for clients who want a comprehensive and integrated financial and cash-flow plan that is focused on their lifestyle goals. This ensures they have the right overall financial strategy helping optimise and protect their overall financial position.

Foundation Service

This is a straightforward advice service typically for clients with less complex needs or in the earlier stages of their financial planning journey.

Mortgages & Financial Protection

We help clients with mortgages and financial protection products. Typically, when arranging a mortgage some type of financial protection may be required. For example, Life Insurance or Critical Illness Insurance.

Whichever support option you choose the first appointment with one of our Advisers is at our cost. Our team of Advisers provides advice throughout Lichfield, Sutton Coldfield and surrounding areas.