I found the Lifestyle Planning fantastic! It put my mind at rest concerning my financial future which is a great comfort! My Adviser, Mark Timmins, was very helpful and friendly and sorted my Pension easily and swiftly.
I wouldn’t hesitate to recommend Four Oaks FS to anyone and especially the Lifestyle Planning for those who have any worries about their finances in the future!
Reply from Four Oaks Financial Services Ltd: Thank You Elisabeth, It is always appreciated when clients take the trouble to give feedback. We have found the Lifestyle planning is receiving great feedback and wish you a very happy Christmas.
In August 2018, Katherine R said:
Nic has arranged our new pensions, life and critical insurance. Very reassuring, full review and fair situation present and future. Real personal service very professional, look forward to ongoing support.
In October 2017, Phil W said:
I have had contact with four individuals at Four Oaks for various aspects of finances and business. Without fail the team are knowledgeable, friendly and helpful.
In November 2016, Ann S said:
We received clear and professional advice on setting up our pension scheme.
Fantastic service and great to deal with. Nic made the process really simple and understood exactly what we required. Big thumbs up from us and would recommend to everyone.
In June 2016, Martin W said:
I suffered a stroke and found myself unable to work full time for the rest of my life. I needed help and turned to Four Oaks Financial Services. They had to be very persistent with my former employer and like all financial stuff you don’t understand it, so I needed someone I could trust and who could do everything for me. Four Oaks were outstanding and I highly recommend them
In June 2016, Karen K said:
Four Oaks are great IFA's. Listen properly to ensure you get the right advice and product to suit.
We have been clients of Four Oaks Financial Services for many years and have always had consistently great service and excellent financial advice. The biggest accolade for any business is when their customers recommend them to their family and friends and we have done both. Thank you everyone at Four Oaks.
In November 2015, Sally W said:
Nic recently arranged our mortgage - he did a great job for us and it was very efficient and the least stressful part of our move. Thanks Nic!
In September 2015, Robert B said:
All financial matters explained in a clear and precise matter so that they are fully understood. Excellent service and advice.
In June 2015, Steve W said:
An independent financial consultancy that offers professional advice with benefits to you and proves your investment is working for you!
In April 2015, Adam D said:
I cannot recommend the staff and this company highly enough! Nic and Emily were both fantastic and I would not hesitate to use them again. The service they provided was easy to understand and very professional.
In January 2015, Peter R said:
Great advice. Ultra professional and truly independent. Recommended to friends and family and they have not disappointed.
My wife and I were recommended to get mortgage advice from Four Oaks Financial Services, so booked a convenient appointment after work with Nic Whittaker and he even took the trouble to visit us at home. Having done our homework on re-mortgage products, we were pretty confident that A) we had decided on the right product to go for and B) we had found a competitive deal on the internet ourselves. Nic however quickly identified so many other options that we would never had thought about. Not only did his advice stand to save us money immediately, but free up equity to do substantial home improvements and reduce the term of our mortgage by 6 years. On top of this he turned up punctually, was in no rush to get onto the next customer and was a thoroughly nice bloke. It goes without saying I will be recommending Four Oaks to all my family and friends.
I visited Four Oaks Financial Services for first time buyer mortgage advice. Nic Whittaker gave me advice providing an excellent and professional service. I would highly recommend to anyone and I will be going back.
In February 2014, Mandy M said:
Thanks to Martin we were able to make a claim on insurance that had run out. Martin is friendly, kind, efficient and empathetic in his approach. We can't recommend him highly enough.
In February 2014, Rachel R said:
Excellent service from Caroline we felt at east talking about our personal information with her. Would highly recommend to family and friends.
In February 2014, Tracy-Anne R said:
I would recommend this business. A most warm and friendly group of people working in a contemporary environment, the team were professional and competent especially Caroline Cook who was most helpful.
In February 2014, Brian W said:
Extremely helpful, plenty of relevant advice. The visits were extremely valuable - much better than over the phone. Friendly, helpful advice.
In February 2014, Gareth R said:
Martin has a great team at Four Oaks. Nic was especially good in sorting out our mortgage. Great work, great people - highly recommended.
Martin has reviewed some of my current arrangements for pensions and life cover. He gives very straight forward, sound advice and nothing is too much trouble for him. He has the ability to explain financial matters and potential solutions in a clear and understandable way. In addition I have dealt with several of his team and they are all as equally helpful as Martin. I would fully recommend their services.
In February 2014, John S said:
Martin Ward of Four Oaks FS has been my financial advisor for over 3 years. He makes the whole confused issue of pensions and investments easy to understand. I have no hesitation in recommending Martin and his team.
In February 2014, Frazer S said:
Professional, friendly advice, great communication throughout. Nic has helped us restructure our mortgage payments with very little pain and a fairly substantial gain.
We used Nic Whittaker to sort out our mortgage for our first house. He was brilliant especially given that, as a contractor, mortgages applicable to me can be awkward to sort out. He got us a great deal and found the best lender to suit our circumstances. Nic has also been great with our investments, giving us some really useful advice and how to plan for the future.
In November 2013, Steve W said:
Highly recommended - especially Lynsey. An asset to the company who provided ongoing support. Thanks.
New Date For Four Oaks Financial Services Lichfield Half Marathon 28/08/2020
The eagerly anticipated date for the Four Oaks Financial Services Lichfield Half Marathon has been announced. Event organisers KP Events have confirmed it will return on Sunday 9th May 2021.
Lichfield Half Marathon - Sponsored by Four Oaks Financial Services 17/10/2021
We are proud to be the sole sponsors of the Lichfield Half Marathon for 2021 and 2022. As a local firm of Financial Advisers, we are passionate about Lichfield and are delighted to be supporting this major...