Financial Advisers At Aldridge School

Financial Adviser Aldridge
Vicky Hughes, Careers Leader at Aldridge School and David Jones, Financial Adviser

Our Financial Advisers were very pleased to support the Aldridge School Careers Fair before the coronavirus lockdown.  This event was jointly organised by Vicky Hughes, Careers Leader at the school and her colleague Jill Nock.  It was exceptionally well attended by students from year 10, 11, 12 and 13 along with their parents and grandparents.

Four Oaks Financial Services was the only truly local business to take part. Other exhibitors included universities, the armed services, police, local charities and national banks. As local Financial Advisers giving financial advice in Sutton Coldfield and across the area, we are always happy to support local community initiatives.

“The event was very well attended.” Said David Jones, one of our Financial Advisers, who is also a school Governor. “We had lots of conversations with young people who were keen to know what a Financial Adviser actually does, and how you become a Financial Adviser. A few of the youngsters also expressed a wish do their work experience with us.”

Our pop-up banner was very useful in answering the question about what a Financial Adviser does, as David and his colleagues were able to lead the conversation through the bullet points displayed on it.

To answer the question about how you enter our profession, in the past the route most people took to become a financial adviser was via the banking sector.  This route is no longer available, but at Four Oaks Financial Services we do provide a career path for people seeking a career as a financial adviser. Some of our Financial Advisers have university degrees others have progressed to this role and been supported to take their professional exams via a vocational path with us. For current vacancies with us follow this link.

By clicking on the above links, you are now departing from the regulatory site Four Oaks Financial Services Limited. Neither Four Oaks Financial Services Limited nor Quilter are responsible for the accuracy of the information contained within the site.

Phoenix Learn About Financial Planning

Financial Advice Sutton Coldfield
Karen Hagan, Financial Adviser

Financial Adviser Karen Hagan recently gave a presentation for the Phoenix Networking group on Financial Planning and How To Get Financially Fit. Phoenix is a business networking group for ladies. Karen, who gives financial advice local to Sutton Coldfield, is an experienced financial adviser and one of our advisers who often works with female clients.

Her presentation was split into four sections. First giving tips on getting financially fit that you can do yourself. Followed by financial planning that needs the help of a financial adviser. She then touched on behavioural economics and finally, ran through our “bucket” presentation. If you have not yet seen this, please ask your financial adviser or book an appointment with our client liaison team.

Top Tips On DIY Financial Planning

In her presentation Karen talked about things that everyone can do for themselves to get fitter financially. Such as, clearing debt, transferring credit card balances, re-mortgaging at a lower rate and making a Will.

The Support Of A Financial Adviser

Karen went on to outline the circumstances where you will usually need the advice of a financial adviser.  For example, making contributions to your pension and tax planning. Or, when looking to make financial investments especially when the stock market is volatile and could be causing the client some anxiety.

Behavioural Economics

In this section Karen talked about attitudes to risk.  Everyone is different.  Some people are put off investing on the stock market, because they perceive it to be risky.  Others have a less cautious attitude to risk. What a financial adviser does is educate people on all the different investment options available and the associated level of risk.

Karen wrapped up her presentation with a light-hearted but very informative run through our “bucket” presentation. This explains the role of financial planning throughout your life and is aligned to our Lifestyle Financial Planning approach.

By clicking on the above links, you are now departing from the regulatory site Four Oaks Financial Services Limited. Neither Four Oaks Financial Services Limited nor Quilter are responsible for the accuracy of the information contained within the site.

Helping Core Maths Students At Aldridge School

Financial Advice Sutton ColdfieldIn recent months we have been invited to help teachers at Aldridge School add an extra real-world dimension to their classes. Late in 2019 Financial Adviser, David Jones and our Business Development Manager, Simon Trevelyan gave a presentation to students on careers in finance and banking. In early-January David was invited to speak to the Core Maths students.

Maths Teacher & Careers Leader, Vicky Hughes was coming to the end of the Core Maths Finance Module. She asked her students to create a list of questions to ask David. These ranged from “Can you have a financial adviser before the age of 18?” to “Do you know the proportion of people who don’t have enough money to afford a ‘normal’ lifestyle and are not in debt?”

There were 20 questions overall and David had to do some research in order to be prepared for this bright group of youngsters, some of whom have their sights set on Oxbridge. David said, “I was impressed with the quality of the questions, and also the attentiveness of the students during the session.”

Our team of qualified Financial Advisers give financial advice local to Sutton Coldfield and across the area. As a team we take great pride in serving our local community and are delighted to be asked to work with Aldridge School. We have already agreed to support them again by taking part in their Careers Fair in the Spring.