We are a firm of Financial Advisers, based just outside Lichfield, and have Advisers who live in Tamworth and support our clients in the town. Our Advisers support people and businesses with help and advice on all aspects of financial planning including pensions, mortgages, investments and savings, inheritance tax planning.
We have a holistic approach to financial planning, called Lifestyle Financial Planning. We can provide you with a financial plan for every stage of your life, because financial advice is not just about retirement planning!
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Think carefully before securing your debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Tax Planning and Auto Enrolment is not regulated by the Financial Conduct Authority.
If you would like to contact Four Oaks Financial Services Limited, please complete the form below. We will send a message containing your enquiry direct to the business owner.