MARK BANKS

FINANCIAL ADVISER

Mark Banks, Four Oaks Financial Services

I’ve been part of the Four Oaks Financial Services team for over 13 years. When I first joined the company, I knew very little about the financial services industry, but over the years I’ve worked my way up spending most of my career as a Paraplanner before recently becoming a Financial Adviser in September 2026.

I gained my Diploma in Professional Financial Advice in 2018 and feel now is the right to move into advising. During that time, I’ve gained plenty of life experience as well as knowledge, becoming a homeowner, a husband and a dad. Like many of us, I understand the challenges of balancing family life, finances and the unexpected costs that always seem to pop up at the worst possible moment!

I enjoy working with people from all walks of life and at every stage of their financial journey. Whether someone is just starting out, building wealth, planning for retirement or somewhere in between or clients preserving wealth for retirement or legacy planning, my aim is to provide straightforward advice and build long-term relationships based on trust and understanding.

Outside of work, family life keeps me busy. I enjoy spending time with my wife, son and stepdaughter, and when I get some spare time you’ll usually find me following Walsall FC around the country. What started as a personal passion has become a family affair, with my son joining me for some matches and several family members sharing the same love (and hate at times) for the Saddlers.

I’m also a keen cricket fan and enjoy relaxing at Pelsall Cricket Club with a quiet pint whenever I get the chance. One of my favourite places to visit is the Black Country Living Museum. It’s somewhere I can switch off from the day-to-day routine, step back in time and appreciate the history and character of the area I call home.

I like to think I’m down-to-earth, approachable and easy to talk to, and that’s exactly how I aim to work with my clients.