Four Oaks Financial Services

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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.

🙌 If you run a business, you know how much everyday success relies on key team members and business partners.Business pr...
15/10/2026

🙌 If you run a business, you know how much everyday success relies on key team members and business partners.

Business protection is designed to help firms manage unexpected disruptions. Whether providing a financial cushion if a key specialist is unable to work or helping remaining partners retain control of company shares, having a clear plan in place supports overall commercial stability.

🤝 Protecting your business ensures that the value you have built continues to be supported.

A new and exciting opportunity to join the Four Oaks Financial Services team! 🌳 We're looking for a talented and enthusi...
14/10/2026

A new and exciting opportunity to join the Four Oaks Financial Services team! 🌳

We're looking for a talented and enthusiastic Financial Administrator to become part of our team.

You'll ideally have experience working within Financial Services, particularly liaising with industry providers, and be confident delivering outstanding service to clients. Strong written communication skills, excellent attention to detail, and a customer-first mindset are a must.
What can you expect from us?

✔ Competitive salary based on experience
✔ Generous benefits package
✔ Supportive and friendly working environment
✔ Opportunity to grow and develop your career

If you're looking for your next challenge and think you'd be a great fit, we'd love to hear from you.

📧 Get in touch today to find out more.

🤔 Have you thought about how Inheritance Tax might affect the wealth you leave behind?With house prices and savings grow...
13/10/2026

🤔 Have you thought about how Inheritance Tax might affect the wealth you leave behind?

With house prices and savings growing over time, more estates are coming into contact with Inheritance Tax thresholds. The good news is that there are allowances and exemptions available that can make a real difference when planned for early. Tax treatment varies according to individual circumstances and is subject to change.

😊 Understanding your options today gives you greater clarity on how your estate can be passed on to the people you care about.

A new and exciting opportunity to join the Four Oaks Financial Services team! 🌳 We're looking for a talented and enthusi...
09/10/2026

A new and exciting opportunity to join the Four Oaks Financial Services team! 🌳

We're looking for a talented and enthusiastic Financial Administrator to become part of our team.

You'll ideally have experience working within Financial Services, particularly liaising with industry providers, and be confident delivering outstanding service to clients. Strong written communication skills, excellent attention to detail, and a customer-first mindset are a must.

What can you expect from us?

✔ Competitive salary based on experience
✔ Generous benefits package
✔ Supportive and friendly working environment
✔ Opportunity to grow and develop your career

If you're looking for your next challenge and think you'd be a great fit, we'd love to hear from you.

📧 Get in touch today to find out more.

🏡 When buying a home, ensuring the mortgage is covered if something happens to you is a vital step. But it is also worth...
09/10/2026

🏡 When buying a home, ensuring the mortgage is covered if something happens to you is a vital step. But it is also worth considering how daily living costs would be managed.

While mortgage protection pays off the property loan, family income cover helps replace lost household earnings to pay for energy bills, groceries, and everyday expenses.

😊 Reviewing how your policies fit together ensures your home and your lifestyle are both well looked after.

It was a real pleasure to host our second event at Blackbrook Barns, bringing together our trusted business connections ...
07/10/2026

It was a real pleasure to host our second event at Blackbrook Barns, bringing together our trusted business connections to 'Fall Into Business' 🍂

The idea is simple: create a space where people from like-minded businesses can come together to discuss some of the hot topics affecting them & their clients right now, share experiences and, just as importantly, simply talk to each other.

These mornings have never been about traditional ‘networking’. There’s no pressure to work the room and no awkward introductions. Just great people, genuine conversation, plenty of coffee and a fantastic brunch.

One of the best parts is seeing conversations develop naturally and people discovering connections they didn’t even realise they had 😊

The feedback has been incredible, and it’s clear that creating an informal space where businesses can share ideas, experiences and perspectives has really resonated.

A huge thank you to Blackbrook Barns for being incredible hosts once again, and to everyone who joined us and made the morning such a success.

We’re already looking forward to the next one! 🌳











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🍂 Autumn is a great time to pause, review, and organise long-term plans before the year draws to a close. One area that ...
05/10/2026

🍂 Autumn is a great time to pause, review, and organise long-term plans before the year draws to a close.

One area that benefits from regular check-ins is your estate plan. Changing asset values and growing property prices mean that Inheritance Tax planning can become relevant sooner than expected.

✅ A periodic check on your allowances and arrangements ensures everything stays up to date and clearly structured.

👻October is officially here! While the spooky season brings plenty of fun, there is one surprise nobody wants to face do...
02/10/2026

👻October is officially here! While the spooky season brings plenty of fun, there is one surprise nobody wants to face down the line: an unexpected Inheritance Tax bill.

Rising property values and growing savings mean more estates are falling into the tax net than in previous years. Without early estate planning, a significant chunk of what you intended for your family could end up going to HMRC instead.

😊 Do not leave your family's future to chance. Taking a look at your allowances today ensures your estate plan stays clear, structured, and stress-free.

❗ We are currently experiencing issues with our phone lines ❗Please bear with us while we fix the issue as quickly as po...
02/10/2026

❗ We are currently experiencing issues with our phone lines ❗

Please bear with us while we fix the issue as quickly as possible.

If you need to contact us urgently, please email [email protected]

🤔 Think Inheritance Tax is only something millionaires need to worry about?With property values, savings and investments...
28/09/2026

🤔 Think Inheritance Tax is only something millionaires need to worry about?

With property values, savings and investments all contributing to the value of an estate, IHT can be relevant to more families than you might expect. 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.

❗️Understanding your position early can help you make informed decisions about the wealth you want to pass on.

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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