Financial 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.
- 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!
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.
Private medical insurance is not as expensive as it once was. Insurers have worked hard to make this more affordable with a range of plans that will suit most budgets and over the last few years private medical insurance has become a very competitive sector.
- 16th May 2017
Is easier than you might think, with the best quality advice. Buying a home is expensive, the largest investment that many of us will ever experience. Obtaining a mortgage with which to buy a property is made simpler with the right advice and professional assistance.
Did you know you can review your mortgage at any time? Did you know that if you are on a fixed rate mortgage and you automatically switch to your lender’s Standard Variable Rate at the end of the fixed rate term this could be costing you more than you need to pay, over the life of the mortgage when comparing with a new fixed rate term.
- 21st April 2017
Retiring in your 50’s is not an impossible dream, as long as you start planning for this early enough, regularly review how your pension is performing and possibly most importantly you get professional financial advice.
- 7th December 2016
Financial literacy can help us in planning our lives especially for our retirement stage. Most of us work most of lives to provide for our families, our needs and for saving up for the future when we no longer have the ability work.