Matt Rogers - Financial Adviser at Four Oaks Financial Services

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Matt Rogers - Financial Adviser at Four Oaks Financial Services I'm a qualified Financial Adviser, helping clients achieve their financial goals.

07/10/2026
23/09/2026

🤨 What will your retirement look like?

For some, it means more time with family. For others, travelling, pursuing hobbies or simply having the freedom to enjoy life without work. The value of investments can go down as well as up, and any income from them is not guaranteed. This means you could get back less than you originally invested.

💬 Matt, one of our financial advisers, says, “Retirement planning is about more than having enough money to stop working. It is about making sure you have the financial security and protection to enjoy the lifestyle you want when you get there.”

A clear plan can help you understand what you need to get there and give you confidence in the years ahead.

04/09/2026
18/06/2026

✅ Regular reviews ensure your plan continues to work for you as life changes.

🙌 We take the time to deeply understand your situation before making any new recommendations, ensuring your strategy is always practical and genuinely aligned with your priorities.

Approver Quilter Financial Services Limited. June 2026.

04/06/2026

🤔 Be honest… is your money sitting in cash when it could be working harder?

Inflation can reduce the real value of cash over time, which is why we focus on a structured investment plan to help maintain your standard of living. Whether it is your ISA or pension, we are here to ensure every part of your plan is optimised.

👩‍💻 Feel free to message your advisor if you’d like to discuss your current cash balance.

Approver Quilter Financial Services Limited. June 2026.

15/12/2025

Are you new year ready?

Whether your dream is travelling, more family time, or simply financial peace of mind, the right planning today helps make it a reality tomorrow.

Book your January review today and start 2026 with clarity and confidence 💪

14/11/2025

🌧️ When the weather turns gloomy out the office window today, it’s a reminder of how unpredictable life can be ☔️

Just as we prepare our homes and cars for the winter months, it’s equally important to make sure our financial wellbeing is protected against life’s unexpected events.

At Four Oaks Financial Services, we’ve seen how the right protection, whether it’s income cover, life insurance, or critical illness plans, can provide peace of mind when circumstances change suddenly.

Poor weather may pass, but the reassurance of knowing you and your family are financially secure lasts far longer.

👉 If the change in weather has made you think about your own protection, now is the perfect time to review your plans. Our team is here to help you ensure your cover is fit for the future. 🌳

10/10/2025

🧠 Mental Health Awareness Day at Four Oaks 🌿

A huge thank you to Jenny from Jenny Louise Counselling for joining us today and sharing her wisdom on managing anxiety, stress, and the importance of prioritising mental health, especially in the workplace.

Jenny’s relaxed and insightful session reminded us how small changes in our daily routines can make a big difference, not just at work but in our personal lives too 💬💚

We’re proud to create space for these conversations and grateful to have had Jenny guide us through them.

10/10/2025

Your financial health is just as important as your mental and physical health 💷

We all know how stressful money can be, and that stress can spill over into other areas of life.

However, taking control of your finances can help reduce anxiety and bring a sense of peace.

Our expert team is ready to help 💪 We’re only an enquiry away…

Approver Quilter Financial Services Ltd 19/09/2025

Address

Lichfield
WS140NX

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+447851116955

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