How We Work

At Four Oaks Financial Services every client is unique in respect of their circumstances, objectives, needs and wants from an advisory firm.  As a result it is important that we cater for each individual person, family and business.

For personal clients set out below are the detailed elements for the indicative levels of ongoing services that we deliver to our clients.  You can if you wish to, add or enhance levels of service with your Adviser if you feel appropriate.

 

Lifestyle Financial Planning Service

For clients who want a comprehensive and integrated financial and cash-flow plan that is focussed on their lifestyle goals and ensures they have the right overall financial strategy helping optimise and protect their overall financial position.

Wealth / Portfolio Advisory Service

Primarily focussed on a narrow area of financial advice and advising upon the investments being overseen by Four Oaks to ensure the objectives from the investments are monitored and maintained in light of relevant changing circumstances.

Light Touch Service

This is for clients whose situations are less complex and/or do not need/wish to have a regular face to face service but may refer to us from time to time for specific financial matters or on a two or three-year annual basis over the phone.

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