Four Oaks Financial Services

Four Oaks Financial Services We are an established, award winning company providing financial planning and investment advice. Approver Quilter Financial Services Limited 30/01/2026

Four Oaks Financial Services Limited is an established award winning company providing financial planning and investment advice on all aspects of financial services for individuals and businesses.

Your family’s future starts with the choices you make today.From building savings for your children to planning educatio...
03/06/2026

Your family’s future starts with the choices you make today.

From building savings for your children to planning education costs and passing on wealth, we’ll help you create a strategy that lasts for generations.

Get in touch to see how we can help 🌳

We had a really productive morning today as Enoch Evans joined us for our team session, discussing hot topics within the...
01/06/2026

We had a really productive morning today as Enoch Evans joined us for our team session, discussing hot topics within the current economic climate.

It was a great reminder of how important it is for us, as a business, to stay connected to what’s happening across the industry. Keeping up with hot topics helps us stay informed, adaptable and ready to support our clients with the most up‑to‑date thinking, especially with the upcoming legislation changes scheduled for April 2027. Sessions like this spark conversation, build confidence and help us grow together as a team.

Talking Tortoise also joined us to deliver an engaging LinkedIn training workshop to show how we can continue to provide relevant content in the marketing arena.

A huge thank you to everyone involved , the morning was friendly, insightful and full of practical takeaways we can put into action straight away.


Talking Tortoise .tortoise

🤔 Retirement planning is about more than pensions, it's about future lifestyle.💬 Ian, one of our financial advisers, say...
27/05/2026

🤔 Retirement planning is about more than pensions, it's about future lifestyle.

💬 Ian, one of our financial advisers, says, “Many people delay thinking about retirement, but having a clear plan allows you to approach later life with confidence, knowing your finances are aligned with the lifestyle you want.”

The earlier the planning starts, the more options and flexibility you tend to have later on.

Yesterday was a truly memorable day for Four Oaks Financial Services. Our very own Gemma attended the House of Lords alo...
22/05/2026

Yesterday was a truly memorable day for Four Oaks Financial Services. Our very own Gemma attended the House of Lords alongside the other nominees for the Enterprise Vision Awards, and the experience was nothing short of extraordinary.

The event offered a relaxed space for business owners to come together, share stories and talk honestly about the highs and lows of entrepreneurship. From the challenges that test resilience to the moments that make it all worthwhile, the conversations were real, open and incredibly inspiring.

Gemma says; ''Being in such a prestigious setting felt overwhelming in the best possible way. What made it even more special was seeing that the majority of the room was filled with women in business. Talented, driven, supportive women who genuinely want to see each other succeed. It created a sense of community that felt both powerful and uplifting.''

As we reflect on the day, we feel humbled that Four Oaks Financial Services is being recognised among such remarkable businesses, and in places as significant as the House of Lords. Moments like this remind us why we do what we do. Our mission has always been clear: to be a business that truly values its clients, delivers exceptional service, and creates a workplace our colleagues are proud to be part of.

Seeing that commitment acknowledged on such a stage shows that the heart we put into our work is making a real impact.

Here’s to celebrating progress, championing one another, and continuing to grow with purpose and pride 🌳

🙌 Birmingham families plan ahead for their children’s future. Whether it is helping them through university or simply en...
19/05/2026

🙌 Birmingham families plan ahead for their children’s future. Whether it is helping them through university or simply ensuring your own retirement is secure, a structured investment plan helps turn those goals into reality.

We work with local families to build rational, long-term strategies designed around real-life objectives.

If you are looking for a Financial Adviser in Birmingham that families trust, Four Oaks Financial Services is here to guide you. ☺️

With important legal and financial changes expected in 2027, taking time now to share insight and think ahead is more va...
18/05/2026

With important legal and financial changes expected in 2027, taking time now to share insight and think ahead is more valuable than ever.

We recently enjoyed a few hours with 43Legal. Meeting with like‑minded professionals & sharing information across industries means we can support our clients & stay informed, especially when the landscape is shifting.

These invaluable conversations help us understand the potential impact of future legislation and shape how we work together with other professional bodies moving forward. Shared thinking, strong partnerships and preparing for a confident step into 2027 🌳

Have you moved from "thinking" about your financial goals to actually "acting" on them? 🤔Every year you can save or inve...
15/05/2026

Have you moved from "thinking" about your financial goals to actually "acting" on them? 🤔

Every year you can save or invest up to £20,000 in an ISA, but true financial security comes from how that fits alongside your other assets. We work with local families across Birmingham who want to use their allowances wisely to build tax-efficient savings.

If you have been looking for a Financial Adviser Birmingham families trust for clear and straightforward advice, feel free to message us directly. ☺️

‼️Financial planning can make a real difference when you’re managing a household on your own.💬 Emily, Mortgage and Prote...
11/05/2026

‼️Financial planning can make a real difference when you’re managing a household on your own.

💬 Emily, Mortgage and Protection Adviser, explains: “Single parents often carry full responsibility for their household. A clear financial plan helps create stability, reduce uncertainty, and ensure their family is protected if circumstances change.”

It’s about having structure in place so you can make decisions with more confidence and less stress. If this resonates with you, let’s have a conversation.☺️

Be honest… have you checked if your old savings and investments still match your goals? 🤔Many people across Birmingham s...
07/05/2026

Be honest… have you checked if your old savings and investments still match your goals? 🤔

Many people across Birmingham simply forget to review their allowances as their lives change. A quick review now could mean better long-term growth and total peace of mind.

📍 If you are searching for a Financial Adviser in the West Midlands that families rely on, we are always happy to chat.

06/05/2026

We were delighted to host our ‘Spring Into Business’ morning last week, welcoming our associated businesses from across the West Midlands and Staffordshire.

The morning was wonderfully sociable, set in the beautiful surroundings of Blackbrook Barns , giving everyone the chance to relax, connect and introduce themselves to like‑minded businesses over coffee and cake. It was exactly the kind of atmosphere we hoped to create — friendly, open and full of great conversation.

We’re also thrilled that Jo from Brave New Beast was able to capture a video of the morning, helping us showcase the energy and collaboration in the room.

A huge thank you to everyone who attended. It was lovely to bring our associates together and give everyone the opportunity to meet, mingle and strengthen those all‑important connections. 🌳

Address

168 Birmingham Road
Lichfield
WS140NX

Opening Hours

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

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