This Quarter’s Essentially Wealth magazine is a must read especially in these extraordinary times. In this issue articles discuss whether we have reached the End Game For Cash, Staying Financially Fit in the New Norm and the Rise of the Inheritance Economy.
This is a complimentary magazine for all Four Oaks Financial Services clients. Over the next few days we will be emailing this out, but you can click on this link and read it right now Q4 2020 Essentially Wealth Magazine
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.
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