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Economic Review – September 2024

23 October 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.

Behind The Scenes at Four Oaks Financial

30 August 24 • David Wilson

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

18 July 24 • Lisa

We are proud to have received a Testimonial For

12 June 24 • Lisa

Economic Review – April 2024

7 May 24 • Lisa

Join Our Team at Four Oaks Financial Services!

27 April 24 • Lisa

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

12 March 24 • Lisa

We are proud to have received a Testimonial For

6 March 24 • Lisa

We are proud to have received a Testimonial For Karen Hagen

4 March 24 • Lisa

Economic Review January 2024

12 February 24 • Lisa

Economic Review December 2023

23 January 24 • Lisa

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

13 December 23 • Lisa

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

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.

Budgeting plan with Matt Rogers

2 December 23 • FOFS

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

27 November 23 • FOFS

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

23 November 23 • FOFS

Economic review

22 November 23 • FOFS

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 […]

Congratulations to Joshua, Client Review Executive at Four Oaks Financial Services

3 May 23 • Lisa

Our summary of the Spring Budget 2023 delivered on Wednesday 15th March

22 March 23 • FOFS

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