Matt Rogers - Financial Adviser at Four Oaks Financial Services

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

16/07/2025

Planning next year’s trip or their future? Why not both? ✈️

Investing isn’t just for the wealthy. It can be for parents who want to give their kids more than memories. With long-term investing, you can grow wealth and make room for fun along the way.

Dream. Plan. Enjoy. 💚

Approver Quilter Financial Services Ltd 18/06/2025

04/07/2025

21/05/2025

Protecting your finances 🔐

Unfortunately, life doesn’t always turn out the way we envisage. That’s why protecting your family, home and income is so important.

Whilst no-one wants to have to think about the unexpected, financial protection can help ease your worries, providing you with the peace of mind to know that, should the worst ever happen, you’ve put financial measures in place to protect all that’s important.

Contact our expert team to secure your peace of mind, no matter what may happen 💬

09/05/2025

5 top tips for retirement planning 🏠 💼

At Four Oaks Financial Services, we’re here to help you with your retirement planning, whether finishing work is just round the corner or still many years away.

Here are 5 top tips to help you get started:

🗓️ - Planning is power: The sooner you begin planning, the more time your money has to grow.

🎯 - Set goals: Consider the lifestyle you want and what you’ll need to support it.

📊 - Review your pension performance: Keeping an eye on your pension investments, or having the investment in a managed account, will help you meet your goals.

✨ - Diversify: Spread your risk* across different investments for long-term stability. A good financial management firm, such as Four Oaks Financial Services, will be able to manage this for you.

💬 - Seek advice from a professional: Everyone’s situation is unique. A personalised plan can make all the difference.

Contact Four Oaks Financial Services today and take the first step toward a secure future 🤝.

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

Approver Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd - 22nd April 2025

06/05/2025

We’re a month into the new financial year… are your business and personal finances on track 🤔?

Now is the perfect time to review your financial plans and make any necessary adjustments. If you’re considering changes or seeking expert guidance, Four Oaks Financial Services is here to help.

Speak to our expert team for tailored financial advice.

02/05/2025

Concerned about the current market volatility 📊?

With recent changes to trade tariffs shaking global markets, it’s natural to feel uncertain.

At Four Oaks Financial Services, we offer trusted financial advice for individuals and businesses. Whether you’re investing, planning for retirement, or simply need guidance, our expert team is on hand to help you stay on course.

Contact us today for clear, confident advice 📞 💬.

Approver Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd - 22nd April 2025