Moving Forward at Four Oaks!

 

Gemma Randle, Practice Manager

Four Oaks Financial Services is made up of various departments whose primary focus is to ensure that our clients receive a first-class, professional service.  Our Practice Manager, Gemma Randle, explains some of the ways our company has been developing recently, all of which is aimed at maintaining and enhancing the service we provide.

‘’We are always looking at innovative ways to build and maintain effective processes within the company.  Throughout our departments, the focus is always on delivering the very best experience for our clients; we strive to be the support needed to provide the right outcomes in a timely manner.

Four Oaks Financial Services continues to invest in back-office infrastructure.  We’ve recently introduced a leading telephony system which has allowed the departments and our clients access to new communication technology.  For instance, when our clients call through to the office, they can now speak with their Financial Adviser through a direct extension number, even if the adviser is on their mobile phone out of the office.  Pleasingly, this has had very positive feedback from advisers and clients alike.

Like many other companies during the pandemic, we quickly had to adapt our systems and processes.  We invested heavily in our IT systems so we could continue to operate effectively while our Financial Advisers and support staff were working from home – something we had never had to consider before 2020.  We were very keen to ensure that our clients could still have face-to-face meetings, although they had to be carried out via video link rather than in person.  Trust me when I say this was as big a learning curve for our advisers as it has been for our clients!  The changes remain in place so that we can continue to offer our clients the option of video meetings, though happily our advisers are now able to see clients in person again.  Our support staff are pleased to be back working in the office, though we do still have some hygiene measures in place.

We continue to invest in the training and development of our excellent team of people. Recently we implemented a programme to uplift the skill and knowledge of our Financial Administration team as well as helping and supporting them to undertake financial examinations, providing them with continuing career opportunities at Four Oaks.

As Practice Manager, I’m responsible for the smooth day to day running of the office. This includes making sure our company remains compliant by working within, and keeping up to date with, policies and procedures. This includes our staff completing a First Aid at Work course and a Fire Safety course. The safety and well-being of our staff and clients alike is always our top priority.

I am proud to be the Practice Manager of Four Oaks Financial Services, and I’m excited to tell you that there is more to come throughout 2022. We work hard to provide a financial solution for our clients, but behind the scenes you can see how important it is to us that we are a family-friendly, caring company too.’’

Welcome to Gareth!

Gareth Stubbs, Financial Adviser

We are delighted to announce that Gareth Stubbs has joined our team of advisers at Four Oaks Financial Services. After spending many years in senior management roles in the construction and manufacturing industries, Gareth decided it was time for a career change and wanted to pursue a career that interested and excited him. He already had a degree in economics and qualifications in management accountancy, so was drawn to financial advice, having always had an aptitude for figures. Following a conversation with MD Martin Ward, Gareth decided to study for a Diploma in Professional Financial Advice. Having passed all his exams with flying colours, Gareth became a fully qualified financial adviser last year and is now keen to start helping his clients achieve their financial goals, through his knowledge and life experience.

Gareth is married to Beckie, who is a Director of Four Oaks Legal Services, and he has two adult children, as well as two rescue Podencos.

Outside of work, Gareth has many hobbies. He is a keen member of a local cycling club and has been fortunate to ride many of the famous mountain climbs around Europe, as well as completing Lands End to John O’Groats. He is also a longstanding member of Lichfield Running Club, participating in many events including the Fours Oaks Financial Services Lichfield Half Marathon and 8 London Marathons, as well as ultra runs in the Lake District.

Gareth is also a long-suffering West Bromwich Albion season ticket holder, but doesn’t want to mention that……

Essentially Wealth Magazine Summer 2021 Read It Now

This quarter’s Essentially Wealth magazine is a must read especially in these extraordinary times. In this edition find out where in the world are the happiest places to retire to and how the Covid-19 vaccines are putting a spring in investors’ step!

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 Four Oaks Essentially Wealth Q2 2021.