Financial Services News & Updates
Four Oaks Financial Services is a firm of financial advisers based in Lichfield, providing a wide range of financial services. Throughout the 2018/2019 season they are supporting Lichfield Rugby Club through sponsorship and organised staff events.
- 2nd November 2018
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?
- 14th September 2018
If you’re a Financial Adviser you need to read this. If you know a Financial Adviser also, please read this as the information contained in this blog could make a big difference to them.
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.
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.
- 5th February 2018
The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.
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!