The value of pensions and investments and the business financeincome they personal financeproduce can fall as well as rise. You may get back less than you invested.

Welcome to Four Oaks Financial Services Limited.

Four Oaks Financial Services Limited is an established award winning financial services company providing local financial advice. We offer investment advice and many more services for our personal finance and business finance clients. All of our Advisers are qualified and our clients have access to a Chartered Financial Planner.

Our premises are in Shenstone Wood-End near Lichfield and from here we are well placed to offer local financial advice and serve our clients in the local areas of Tamworth, Lichfield, Sutton Coldfield and Birmingham and throughout the UK.

Four Oaks Financial Services Limited works alongside Four Oaks Legal Services which is an independent law firm. The benefit to our clients is that when financial advice is needed alongside legal advice both of these services are available under one roof.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Four Oaks Legal Services Limited is not an appointed representative of Intrinsic Financial Services, and Intrinsic is not responsible for the activities provided by Four Oaks Legal Services Limited.

Our advice is comprehensive and so are our services. This means our Advisers will provide expert advice for all financial services and financial planning including:

Pensions
Planning for a comfortable retirement our Advisors will look at the options available to your individual circumstances and recommend products that can produce the sort of returns that will enable you to maintain your current lifestyle even after retirement.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.


p-investmentInvestments & Savings
In the present economic climate we all have to work that bit harder to make the most of our savings and investments. Our Financial Advisor Partners have the experience and skills to maximise your options to obtain the best return on your savings and investments.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.


Financial Protection
There are all kinds of ways to ensure that your loved ones have the right kind of financial provision should you no longer be able to provide for them either through death or illness. Talk to us for peace of mind.


p-mortgageMortgages
Taking out a mortgage or considering equity release are amongst the biggest decisions you will make. Make sure you understand the implications of your decisions by taking professional mortgage advice.

Your home may be repossessed if you do not keep up repayments on your mortgage.


p-estateEstate Planning
Often referred to as inheritance planning or inheritance tax planning. Get expert advice and make sure that the proceeds of your estate stays with your family not the Government.

Estate Planning is not regulated by the Financial Conduct Authority.


drPrivate Medical Insurance
Did you know private medical insurance is usually an annual policy that needs to be regularly reviewed to make sure you have the policy that is delivering the best value for you? Four Oaks clients have their Private Medical Insurance reviewed as part of our holistic financial review service.


p-longLong Term Care
Advice on care fees is provided by our qualified Advisers who hold the CF8 qualification. Only Advisers with this qualification can give advice on long term care, having demonstrated their competence in this complex area of financial services.


p-corpCorporate Services
We help our business clients with corporate financial planning, pensions, auto enrolment and corporate benefit packages.


Our Customer Promise

We pride ourselves on providing the highest quality local financial advice and a very personal service for all of our clients, whether they are private clients or corporate clients.

All of our financial advice and services are backed by our very own customer promise.

  • We promise to always treat our customers with respect and empathy, as we would expect to be treated by others
  • We promise to never take advantage of our customers and all our advice will be in what we believe is in the best interests of our customers
  • We promise to always be transparent, open and honest. We will use plain language to explain our recommendations, commission or fees

For financial advice in the Lichfield, Tamworth, Sutton Coldfield or Greater Birmingham area please contact us and receive local financial advice from a local firm of financial advisers that you can trust.

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