Four Oaks Financial Services Ltd

5/5 based on 34 reviews
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What is Paraplanning?
What is Paraplanning?
We asked the experts at Four Oaks Financial Services to unravel the jargon for us.
Four Oaks Financial Services is made up of various departments whose primary focus is to ensure that our clients receive a first-class, professional service.
The eagerly anticipated date for the Four Oaks Financial Services Lichfield Half Marathon has been announced....
As the UK lockdown continues it is starting to really sink in that we are in uncharted waters and likely to be for some time....
We thought it was time to give a shout out to the businesses who have worked with us here at thebestoflichfield for over 5 years!
Our client has been so relieved that she had taken the advice of one of our Advisers....
According to HMRC 42%* of us have an ISA....
Hopefully, paying for long term care in your old age is a long way off....
We tend to arrange more mortgages at the start of the New Year than at any other time....
ISAs or to use the full name, Individual Savings Accounts, have been around for 20 years....
As the saying goes, “in this world nothing can be certain, except death and taxes.” We can’t do anything about the former, but we can help you when it comes to your tax affairs, using sound financial planning, particularly Inheritance Tax planning.
We know its hard to juggle your money between the bills, having a social life, bringing up the kids and so on, not the mention having the time to think ahead....
Do you wonder what your financial future will look like?...
The Cancer Research UK website states that 1 in 2 people in the UK born after 1960 will be diagnosed with some form of cancer during their lifetime....
Research from Santander shows that if a borrower took out a ÂŁ200,000 mortgage over 25 years, and paid back an extra ÂŁ10 per month they could save ÂŁ1,146 in interest* and become mortgage-free four months earlier....
No-one wants to get a phone call saying that a key person in their business is seriously ill, or even worse, has died.
What is really, really important to you?...
Well here we are, almost at the start of the next financial year....
We hope it never happens, that you or one of your children get diagnosed with a critical illness....
Life admin tasks are things like paying bills, checking the bank statement and looking after our savings....
When our clients tell us how our Lifestyle Financial Planning service has helped them, such as given them peace of mind or they feel more positive about the future, that is incredibly rewarding for our whole team.
We hope you had a fantastic Christmas and New Year....
Did you know you have an annual allowance from the government that you can save in an Individual Savings Account?...
Four Oaks Financial Services is a firm of financial advisers based in Lichfield, providing a wide range of financial services....
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In July 2017
Fiona M-S said

Can’t think of any way to improve on what is already excellent!