News & Updates
Business Services News & Updates

Four Oaks Financial Services based in Lichfield, Staffordshire is a firm with big ambitions. They have launched their own training academy with the aim of developing the next generation of qualified advisers from their in-house Paraplanning and administration teams.
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!
It is generally accepted that ISAs are a good way to save. But is this true? Like everything it depends.
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.
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. You may also assume that any Financial Adviser can give you advice about planning for long term care. Unfortunately, both of these assumptions is incorrect.
Who inherits your estate?
Who inherits your estate?
Did you know that if you live with someone but aren’t married or in a civil partnership, your partner won’t have any automatic rights to inherit your estate if you pass away…….
Our favourite independent insurance broker Prizm Solutions, based in Albert Road have won the national Community Broker of the Year Award (Under £5m) in recognition of their support and contribution to the local community.
Are You Acting Your Age?
Are You Acting Your Age?
You may find it odd that we would pose such a question! What we actually mean is are you acting your investment age? Because at different stages of our lives we have different priorities. We may be so busy travelling and enjoying ourselves or stressing over paying the bills and providing for our families that we don’t do the right things at the right time from a financial planning point of view.
The team at Four Oaks Legal Services was proud to celebrate the firm’s first birthday in July.
In the past Critical Illness policies have been slated for having too much leeway which allowed insurers to decline too many claims. Much has changed and critical illness insurance providers have improved their products, increased the illnesses and conditions they cover and offer a wide range of options that make the premiums affordable.
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