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 and offer a range of support options.

For personal clients we have three service options. You can if you wish, add or enhance levels of service with your Adviser if you feel 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.

Wealth / Portfolio Advisory Service

Primarily focused on a narrow area of financial advice and advising upon the investments being overseen by Four Oaks Financial Services to ensure the objectives from the investments are monitored and maintained in light of relevant changing circumstances.

The value of investments can fall as well as rise, you may get back less than you invested.

Light Touch Service

This is for clients whose situations are less complex and/or do not need or wish to have a regular face to face service but may refer to us from time to time for specific financial matters or on a two or three-year annual basis over the phone.