Economic Review – September 2024
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.
Behind The Scenes at Four Oaks Financial
Take a look at our latest video for a behind-the-scenes look at Four Oaks Financial Services, where we sit down with our dedicated team to explore the passion and expertise that drive our work every day. Join us as we delve into the daily operations of our independent financial advisory firm, showcasing the commitment and collaboration that ensure we provide quality service to our clients.
Economic Review – June 2024
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Economic Review – April 2024
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Speculation in the final run up Mr Hunt’s final Budget
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We are proud to have received a Testimonial For Karen Hagen
Economic Review January 2024
Economic Review December 2023
Our monthly economic review is intended to provide background to recent developments in investment markets as well as to indicate how some key issues could impact the future.
Economic Review November 2023
Our monthly economic review is intended to provide background to recent developments in investment markets as well as to indicate how some key issues could impact the future.
National Stress Awareness Day
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
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
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.
Budgeting plan with Matt Rogers
Budgeting can help create you and your family financial stability. Writing and following a spending plan makes it easier to spend, save and build an emergency fund. In these difficult times, a budget can provide peace of mind for day to day and long-term spending. One of our dedicated Financial Advisers, Matt Rogers, recommends a […]
Karen Hagan – Build a Financial Plan for your Future
We are immensely proud of Karen Hagan who has collaborated on a Business book that has now been published. Karen’s first chapter in the book is titled ‘Build a Financial Plan for your Future’. She wrote this as she feels strongly as a Financial Adviser that planning is everything, especially in business. Karen wants the […]
Autumn Budget 2023
Economic review
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 […]