About us.

Our Story

Four Oaks Financial Services Limited was founded by Managing Director, Martin Ward, in June 2003. His mission was to build a company that offers valued clients a holistic approach to financial services, whatever their needs and requirements.

Over time, like-minded staff and Financial Advisers have joined and today Four Oaks Financial Services is an award-winning company with a vast, loyal client base. We pride ourselves on having a family feel, building trust with our clients, and providing peace of mind. Above all, we always have the clients’ interests at the very heart of everything.

Why choose us?

Our clients are always at the centre of everything we do, and we aim to place them in the best possible financial position. Our belief is that we have no rights to tell you what to do with your money until we fully understand your circumstances and what you are trying to achieve.

Together we will utilise up-to-date technology to support you in your journey, plan for your dreams and enable you to achieve your financial goals.

Four Oaks Financial Services have a strong community presence and work with local charities, in particular the Buddy Bag Foundation whom we have supported since 2015.

We are also proud to recognise the efforts of global sustainability. We encourage the use of technology to reduce the output of waste and will source, use, and distribute sustainable resources where possible.

We are part of the Quilter Financial Planning network who are owned by Quilter Plc

The Value of trusted advice
We believe people are more likely to reach their financial goals if they receive financial advice, so we make it easy for people to access advice services.

A company’s value goes beyond making a profit
We’re committed to operating responsibly, both in the way we manage investments and in the way we manage our business, for example by giving back to society through our charity.