This quarter’s edition of our complimentary magazine Essentially Wealth is now available for all our clients to whom we give financial advice in Lichfield, Sutton Coldfield and across the region.
We will be emailing this out in the coming days, but if you can’t wait to read the article “Covid-19 The Ultimate Financial Stress Test” and read about “When Is A £20 Note Not A £20 Note” and much more just click this link Four Oaks Essentially Wealth Summer 2020 Q3
Adviser Susie Leek has achieved a milestone in her career with us. Susie has attained the standard required to operate as a Mortgage & Protection Adviser within the Quilter Financial Planning network.
Experienced Mortgage & Protection Adviser Susie Leek joined us in the Autumn of last year. Although she was already qualified to give mortgage advice. However, when an Adviser joins Four Oaks Financial Services they undergo continuous professional development.
One of the requirements is to achieve the standard required to operate as an Adviser within the Quilter Financial Planning network. This is attained by having real cases appraised by Quilter Financial Planning.
Before joining Four Oaks Financial Services Susie had worked at HSBC from the age of 18. She was a Mortgage & Protection Manager for many years. Susie is one of our Advisers who has demonstrated a special interest and skill for mortgages. Using her experience, she helps our clients with their mortgages and financial protection, which often go hand-in-hand. Whether they are moving to a new home or getting a mortgage review Susie is there to help them.
Think carefully before securing your debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Some clients don’t realise that they can get their mortgage reviewed at any time. Not just when their existing mortgage term ends or they are moving house. To make sure you have the appropriate mortgage for you and your unique circumstances, please contact us.
Susie is a member of our 14 strong team of Advisers who give advice in Sutton Coldfield and across the whole of the Midlands region.