What is really, really important to you?  What’s non-negotiable? It might be you want to set your children on the path to a great future by helping them get a great education or by helping them get on the property ladder.  You might dream of retiring early so you can go to the places you want to see and do the things you can’t do when you are working full-time and bringing up a family. 

Our team of Financial Advisers believe that their role is to help our clients to achieve their lifetime goals and ambitions.  It is because they have this ethos that they became part of our team in the first place, but we now have state-of-the-art software that gives them additional tools to help our clients even more. 

You only get one life, so it is important to plan so you can achieve as much as you can.  Everyone has important goals, but unfortunately, many people don’t believe they can come true.  Perhaps it won’t be possible to achieve all your hopes and dreams but our lifestyle financial planning service enables our Financial Advisers to work with our clients to prioritise and plan to fund what is really important to them. 

Long before we talk to our clients about their finances, we have an in-depth discussion about their important lifetime objectives and we get a deep understanding of what is truly essential to them.  Sometimes, this is the first time our client has actually said out-loud what they hope to achieve. 

Our software allows us to plot our client’s likely income and expenditure into the distant future, in fact up to and including the years of their retirement.  We plot all their key goals, dreams and aspirations and see what is possible, when it will be possible or what they need to do differently to make all this happen. 

It is very heartening when our clients discover that instead of not being able to achieve their goals, we can show that they can, and sometimes sooner than they ever imagined. Which does happen! 

Like any goal, writing it down and seeing how it can realistically be achieved is the first step to making the goal happen.  Our Financial Advisers have a great deal of knowledge and experience and can advise you all aspects of financial planning, offering solutions that you may not have known were possible. 

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. 

At Four Oaks Financial Services, our initial consultation is at our cost and our Financial Advisers are qualified to give advice on a wide range of financial planning solutions including investments and pensions.  Our offices are close to Lichfield, and if you would like to visit our office, we have free on-site private parking or we can visit you in your own home.

Contact our Client Liaison Team on 01543 401029 for more information or to make an appointment.