LIVE 24-SEVEN
CLIENT-ADVISER RELATIONSHIP IS SO MUCH MORE
The Client-Adviser Relationship Is So Much More - Many people worry about money. They worry about having enough to enjoy life. They worry about how they can save and invest enough to achieve their hopes and dreams and if they can have a comfortable retirement.
We believe your Financial Adviser should help you understand your financial situation, and how you can plan to achieve your hopes and dreams. We also believe that the client-adviser relationship should be much more than a transactional one. We call our approach Lifestyle Financial Planning. We often receive positive feedback from our clients about how this service has put their mind at rest and helped them to recognise that what they may have thought was impossible, they can actually achieve.
This is what two of our clients told us “I found the discussions very interesting and the lifestyle planning tool has already made me think harder about what I would like to achieve in future. I am starting to see that the client-adviser relationship is so much more than just the practicalities of pension planning and reaches far further into all aspects of life. As I said, I am feeling much more positive about money in general following our visit and I look forward to seeing what happens next with the steps we discussed.” Shelagh Mitson
“I wouldn’t hesitate to recommend Four Oaks Financial Services to anyone and especially the Lifestyle Planning for those who have any worries about their finances in the future!” Elizabeth Arnold For more information about our Lifestyle Financial Planning service please contact us.
Martin Ward is the Managing Director of Four Oaks Financial Services Limited.
He began his career in financial services in 1982 and has a tremendous amount of knowledge and experience in the Financial Services sector.
FOUR OAKS FINANCIAL SERVICES LIMITED 168 Birmingham Road, Shenstone Wood End, Lichfield WS14 0NX TEL: 0121 323 2070
www.fouroaksfs.com
Financial Advice For The Future You Dream Of
For The Future Yo
made financial advice and expert your family’s future.
-m You Dream Of
For complete peace of mind arrange a meeting with one of our qualified financial advisers and be assured of tailor-made financial advice and expert financial planning for now, for your future and
Planning
Savings
The value of pensions and investments and the income they produce can fall as well as rise. Y
You may get
back less than you invested. Estate planning is not regulated by the FCA. Your home may be
repossessed if you do not keep up repayments on the mortgage.
A/0067
To arrange a meeting at our office, your office or in your home call
0121 323 2070
www.fouroaksfs.com
168 Birmingham Road, Shenstone Wood End, Lichfield, WS14 0NX
LIVE24-SEVEN.COM
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