Four Oaks Financial Services Ltd
Latest News & Updates
- 2nd November 2018
Yes, you read the title correctly....
If you’ve left a job then you might well have a pension with that employer....
- 14th September 2018
If you’re a Financial Adviser you need to read this....
Getting a mortgage is often the first time someone needs the help of a Financial Adviser....
Four Oaks Financial Services is a firm of financial advisers based in Lichfield....
We are just starting to see the first signs of interest rates rising after 10 years of painfully low rates....
- 10th July 2018
Four Oaks Financial Services is a firm of financial advisers based in Lichfield....
Through effective estate planning we have helped one of our clients to potentially save her children an inheritance tax bill of £76,000....
Combining powerful software with the knowledge and experience of our Financial Advisers in Lichfield our clients can now confidently plan for their desired lifestyle today, in middle-age and in retirement....
According to data from the Council of Mortgage Lenders (now part of UK Finance), remortgaging was at record levels in 2017....
Research* shows that almost a third of employees in the UK don’t have a financial contingency plan if they were to lose their primary source of income....
The Financial Conduct Authority says that taking cash out of a pension before the age of 65 is becoming increasingly popular....
- 5th February 2018
The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.
Four Oaks Financial Services based in Lichfield, Staffordshire is a firm with big ambitions....
- 2nd January 2018
Lifestyle Financial Planning is an enlightened new approach to financial planning that could change your health and well-being in a much more positive and impactful way than any of the New Year resolutions we are all trying to stick to!
- 11th December 2017
It is generally accepted that ISAs are a good way to save....
- 11th December 2017
Four Oaks Financial Services is an award winning local firm of financial advisers who are delighted to be sponsoring an up and coming 17 year old rugby player from Coventry.
- 1st November 2017
You may assume that if the total of your assets is under the means tested threshold you won’t have to pay for your care....
- 2nd October 2017
Before we get into the myths, let’s first explain what Inheritance Tax is....
- 5th September 2017
You may find it odd that we would pose such a question!...
In the past Critical Illness policies have been slated for having too much leeway which allowed insurers to decline too many claims....
Many people are introduced to the benefits of life insurance when they sign up for their first mortgage, thus putting cover in place that would ensure that the mortgage would be repaid in the event of their death....
Private medical insurance is not as expensive as it once was....
Did you know you can review your mortgage at any time?...
