We are delighted to announce that experienced Financial Adviser, Marco Cunsolo has joined our team of advisers at Four Oaks Financial Services. Marco has been an Adviser for over 20 years including working for Barclays and Bank Of Scotland Investment Services in wealth management. Before joining us, he ran his own Financial Adviser practice for many years, and belonged to Quilter Financial Services Limited, which is the network we also belong to.
With the increase in compliance and administration now required of Financial Advisers, Marco asked Quilter to recommend a practice he could join that could help him with his back-office requirements. They recommended us and as they say the rest is history.
“Four Oaks Financial Services were highly recommended by Quilter and being part of their team allows me to have flexibility and first-class support in admin, paraplanning and compliance that I need.” Says Marco. “The thing I love most about being a Financial Adviser is helping people and being part of the team at Four Oaks Financial Services allows me to do more of that. Even the most successful people do not have time to effectively manage their finances and really appreciate the advice of a financial planning expert such as myself. Helping my clients and seeing them achieve the steps on their financial plan is so satisfying.”
In his spare time Marco is an outdoor animal, keen on tennis, swimming and running. But being from Italy he has his own wood-burning oven and is renowned for making a mean pizza!
Welcome to the team, Marco!