Economic Review

Of June 2024

Economic Review – June 2024

18 July 24 • Lisa

Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your individual [...]

We are proud to have received a Testimonial For

12 June 24 • Lisa

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 [...]

Economic Review – April 2024

7 May 24 • Lisa

Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your individual [...]

Join Our Team at Four Oaks Financial Services!

27 April 24 • Lisa

Are you ready to take your financial administration career to the next level? We're looking for a Senior Financial Administrator to join our dynamic team in Lichfield! Job Title: Senior Financial Administrator Company: Four Oaks Financial Services Location: Lichfield WS14 0NX Type: Full-time, Permanent As a Senior Financial Administrator, you'll play a vital role in [...]

Speculation in the final run up Mr Hunt’s final Budget

12 March 24 • Lisa

In what was widely expected to be Mr Hunt’s final Budget ahead of an election, speculation in the final run up focused on the trade-offs that might be required around cutting taxes and meeting both fiscal rules and spending commitments. Ultimately the Chancellor had it both ways, with some headline grabbing measures aimed at easing [...]

We are proud to have received a Testimonial For

6 March 24 • Lisa

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 [...]

We are proud to have received a Testimonial For Karen Hagen

4 March 24 • Lisa

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. [...]

National Stress Awareness Day

12 December 23 • FOFS

On National Stress Awareness Day, our team got together to recognise the importance of taking time out to reduce signs of stress. We had breakfast together which was an opportunity to talk, relax and socialise followed by a guided meditation session delivered by Susan from thewellbeingandwellnesscoach.com/

How we have managed Consumer Duty

7 December 23 • FOFS

A few weeks ago Martin was invited to London by Quilter to film a short presentation on how we have managed Consumer Duty and the impact this has had on the company, staff, Financial Advisers and most importantly, our clients. Some of our Senior Management team and advisers then joined over 50 firms within the […]

We believe that Financial Education in schools is of paramount importance

6 December 23 • FOFS

It’s well known that learning gets harder as we get older, and with this in mind, we need to teach important life skills to children at an early age, and that includes money skills.

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