News & Updates
Business Services News & Updates

Yes, you read the title correctly. This blog is going to tell you how you can massively reduce the value of the money you have saved and invested, it’s really easy you don’t have to do a thing.
If you’ve left a job then you might well have a pension with that employer. If you’ve left several jobs during the course of your career, then you’ve probably got several old pensions that you might not have given much thought to. Now there is Auto Enrolment, what happens to these kinds pensions when you change jobs?
House Clearance and Downsizing
House Clearance and Downsizing
Often the circumstances which require a house clearance can be stressful or emotional. Using the services of a reputable company at this time could save you hours and money.
Getting a mortgage is often the first time someone needs the help of a Financial Adviser. And “oh boy” in this current market with so many options available this has never been more true.
Four Oaks Financial Services is a firm of financial advisers based in Lichfield. They recently held their second annual golf day and thought this would be a great opportunity to raise money for their charity Buddy Bag Foundation. The golfers and guests donated double the sum that was raised at last year’s golf day.
We are just starting to see the first signs of interest rates rising after 10 years of painfully low rates. Whilst low interest rates are great for our clients with mortgages, for our clients with savings the low interest rates over such a long period of time could be described as a disaster. For savers we are hoping to see another rise in interest rates later in the year, but even if this does happen it is unlikely that interest rates will be over 1% by the end of this year.
Our favourite independent insurance broker Prizm Solutions has acquired the General Insurance Division of Birmingham firm Keeley & Co Ltd. This acquisition is forecast to increase Prizm’s annual turnover by 50% and is good news for the clients of both firms.
Four Oaks Financial Services is a firm of financial advisers based in Lichfield. They held their second annual golf day at Aston Wood Golf Club at the end of June. This annual event was twice the size of the inaugural golf day held in 2017.
Through effective estate planning we have helped one of our clients to potentially save her children an inheritance tax bill of £76,000. We are experts in financial planning, and this is what we do for our clients in Lichfield and the wider area.
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. In fact our software breaks this down year, by year throughout their lives.
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