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.

30/08/2026

💬 A lot can happen between review meetings.

A new career, marriage, children or changing retirement plans can all influence your financial goals.

🙌 That's why reviewing your financial plan regularly is just as important as creating it in the first place.

Listen to Paul, our Operations Director, explain why keeping your plan up to date helps ensure it continues to support you through every stage of life.

🤔 Before summer becomes a memory… Take a moment to think about what you've enjoyed most over the past few weeks.Often, t...
26/08/2026

🤔 Before summer becomes a memory… Take a moment to think about what you've enjoyed most over the past few weeks.

Often, those moments tell us what's truly important.

If this Summer has inspired new goals or changed your priorities, don't forget to mention them at your next review.

🙌 Your financial plan should reflect the life you're living today, as well as the future you're working towards.

Redundancy or an unexpected inheritance can open up new choices for your finances.A financial adviser can help you take ...
25/08/2026

Redundancy or an unexpected inheritance can open up new choices for your finances.

A financial adviser can help you take time, explore scenarios, including tax and cashflow, and shape a clear plan for what happens next.

Get in touch to talk through your options. 🌳

📰 The headlines may change every day, but your long-term goals probably don't.It's easy to get caught up in the latest n...
22/08/2026

📰 The headlines may change every day, but your long-term goals probably don't.

It's easy to get caught up in the latest news, but successful financial planning is about keeping your focus on the bigger picture.

🤝 That's why regular reviews and a clear strategy remain so important.

Wonderful to receive fantastic feedback for Susie and our team 🌳Susie Leek - Mortgage & Protection Adviser at Four Oaks ...
21/08/2026

Wonderful to receive fantastic feedback for Susie and our team 🌳

Susie Leek - Mortgage & Protection Adviser at Four Oaks Financial Services

😅 Does anyone else feel like August is busier than the rest of the year?The school holidays soon fill the calendar, and ...
19/08/2026

😅 Does anyone else feel like August is busier than the rest of the year?

The school holidays soon fill the calendar, and before you know it, summer is nearly over.

Sometimes it's only when life slows down, even for a day or two, that we have the chance to think about what's changed.

📝 If this Summer has sparked any new goals or priorities, they're worth bringing up at your next review.

Your financial plan should evolve as life does.🙌

When life changes, it can help to check your financial plan still fits. A financial adviser can help you understand your...
18/08/2026

When life changes, it can help to check your financial plan still fits.

A financial adviser can help you understand your options and agree a clear next step.

Get in touch to talk it through. 🌳

‼️ Not everyone gets six weeks off.For lots of families, summer means juggling work, childcare and trying to squeeze in ...
14/08/2026

‼️ Not everyone gets six weeks off.

For lots of families, summer means juggling work, childcare and trying to squeeze in quality time together.

It can feel like there's never quite enough hours in the day.

😊 That's why having a financial plan matters. It gives you confidence that while you're busy managing today, you're still working towards tomorrow.

🌞 Still making Summer memories?As this year's holiday unfolds, many families are already thinking about next year's adve...
11/08/2026

🌞 Still making Summer memories?

As this year's holiday unfolds, many families are already thinking about next year's adventures.

✅ Having a plan in place can make those future goals feel much more achievable, whether it's another holiday, helping the children or planning for retirement.

A little forward thinking today can make a big difference tomorrow.

🤔 Before Summer becomes a memory, take a moment to think about what you've enjoyed most over the past few weeks.Often, t...
10/08/2026

🤔 Before Summer becomes a memory, take a moment to think about what you've enjoyed most over the past few weeks.

Often, those moments tell us what's truly important.

If this Summer has inspired new goals or changed your priorities, don't forget to mention them at your next review.

😊 Your financial plan should reflect the life you're living today, as well as the future you're working towards.

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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