Business Services News & Updates
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.
According to data from the Council of Mortgage Lenders (now part of UK Finance), remortgaging was at record levels in 2017. Over 41,000 mortgage borrowers found a new mortgage deal in October alone! And, they believe this trend will continue into 2018.
Research* shows that almost a third of employees in the UK don’t have a financial contingency plan if they were to lose their primary source of income. Are you one of these people? What are you going to do about it? Hoping that getting diagnosed with a critical illness doesn’t happen to you is not a great financial strategy.
The Financial Conduct Authority says that taking cash out of a pension before the age of 65 is becoming increasingly popular. This trend has unfortunately led to pension savers making poor and uniformed choices and even left them open to scams. MPs on the Work and Pensions Committee have launched a wide-ranging review into the retirement income market to look into this whole area.
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.
- 2nd January 2018
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!
- 11th December 2017
It is generally accepted that ISAs are a good way to save. But is this true? Like everything it depends.
- 11th December 2017
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.
- 1st November 2017
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.
- 5th September 2017
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.