Address: 168 Birmingham Road, Shenstone Wood End, Lichfield, Staffordshire, WS14 0NX
Landline: 0121 32...
Well Established Local Firm of Financial Advisers
We began trading in 2007 and from small beginnings we have grown to become one of the best known firms of financial advisers in the Sutton Coldfield and Lichfield area. We now have a team of qualified, experienced financial advisers and a team of in-house support staff who provide administrative support and paraplanning. We have our own in-house training academy giving everyone who works at Four Oaks Financial Services the opportunity to progress in their career and become qualified financial advisers should they wish to pursue this career path.
We provide financial advice to private clients and corporate clients on Pensions, Mortgages, Savings & Investments, Inheritance Tax Planning, Long Term Care Planning and Financial Protection.
We have a unique approach to financial planning that we call Lifestyle Financial Planning. More often than you might imagine, people accumulate more wealth than they will ever spend. Imagine the decisions you might make if you had this information. Our Lifestyle Financial Planning service enables our clients to answer questions such as "When will I be able to retire?", "Can I give my children money for a mortgage deposit and still live comfortably in my retirement?" and "Could I reduce my working hours or change career direction?" We combine the experience of our financial advisers and industry leading technology to help our clients achieve their hopes and dreams, which is what we believe financial planning should be about.
All our advice is tailored to the specific needs of each client. Our first meeting is at our cost and without obligation. We can meet at your home, place of work or at our offices with free parking observing Coronavirus guidelines or, if preferred, we can arrange a meeting on an appropriate Social Media platform, for example Zoom or Teams.
Four Oaks Financial Services Limited
Verified ID: 717847985246208
Verified 06/01/2021 @ 10:17:36
Last updated 06/01/2021 @ 15:36:21
Learn more about Verification in the Central Index
Monday to Friday
09:00 to 17:00
Saturday to Sunday