Our Services

I am new to investment and have little knowledge of the best way to invest funds so when I met Karen I was very grateful for her advice and guidance. She has a rigour process to go through to ensure you are comfortable with the process and I felt like I was in safe hands. Once the investment was setup I received details to access and view my account promptly and I feel confident Karen will continue to support me in the years to come. Thanks

Karen

It was a great service from Matt he explained everything thoroughly and what seemed like a minefield was made understandable. We are so happy and it is such relief to have all our pensions in one place and to be able to see their quarterly performance is very reassuring. I have recommended Matt to my friends and family and will continue to do so … amazing service.

Emily Walker has been our mortgage advisor since we bought our first home. She has continuously provided us with outstanding service at all points of contact through our initial mortgage, our remortgage for a new fixed rate and even now as we currently look for our forever family home. She is very knowledgeable, easy to chat to and understanding. Would recommend her services to anybody looking into purchasing a home!

Emma

Helen Wilson at Four Oaks Financial Services has been my Financial Advisor for several years now. From the initial meeting with Helen, she presented herself professionally and made me feel at ease. She was able to thoroughly explain the process that I would be taking and the pros and cons of each option that was available. She was able to answer all my questions and take the time to explain things. She is always on time and is available via email or phone to answer any queries I have. Setting up yearly meetings with her is quick and efficient as she is flexible to work round my schedule. It has been a pleasure to have Helen as my Financial Advisor and to continue our working partnership in the future.

George B