Four Oaks Financial Services Limited 

For expert Financial Advice in Lichfield  

Established in 2003, Four Oaks Financial Services Limited is a firmly established team of financial advisors offering practical, expert advice relating to pensions, investments, mortgages and estate planning. 

Tailoring their advice to suit your needs and circumstances, the friendly team have years of experience and aim to fully understand your financial objectives before offering a solution that will help you achieve your hopes and dreams. 

If you want help to plan your financial future, contact Four Oaks Financial Services Limited in Lichfield today. 

01543 401209 

Recommended on The Best of Lichfield 

Financial Services 

Four Oaks Financial Services Limited has built and maintained strong relationships with solicitors, accountants and other professionals throughout the area and can offer advice and expertise in the following areas: 

• Pensions and Investments
• Estate Planning
• Mortgages
• Protection
• Inheritance Tax Planning
• Funeral Planning
• Private Medical Insurance
• Long Term Care Planning
• Holistic Financial Planning 
• Corporate Financial Planning 

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. 

Your home may be repossessed if you do not keep up repayments on your mortgage. 

The Financial Conduct Authority do not regulate some buy to let mortgages.

The Financial Conduct Authority does not regulate on Estate Planning. 

When you meet a member of the team to discuss your needs, they will review your current situation in order to prepare a financial strategy that you are comfortable with and that you fully understand.  

01543 401029 

Pensions and Investments  

Have you had many jobs and have lost track of your pension history?  

Do you need advice on the right pension to suit you? 

Maybe you need advice on investments and how to get a good return on your money? 

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. 

Then make an appointment with Four Oaks Financial Services Limited - they can advise you on the right pension and investment products to suit your needs. 

Mortgages 

Whether you're a first time buyer or you're looking to re-mortgage, the mortgage advisors at Four Oaks Financial Services Limited can search the whole of the market to find the right mortgage product for you. 

The Financial Conduct Authority do not regulate some buy to let mortgages.

Your home may be repossessed if you do not keep up repayments on your mortgage. 

Working with individuals and companies, the overall aim of Four Oaks Financial Services Limited is to provide clear, easy to understand solutions - give them a call today, you'll be glad you did.   

Four Oaks Financial Services Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.