Four Oaks Financial Services Limited

Restricted - Whole of Market  168 Birmingham Rd, Lichfield, WS14 0NX
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FCA authorised
Last authorised 22nd February 2021
We provide expert financial advice, from qualified advisers, that is appropriate for each and every individual client's needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Ian Cleghorn
Financial Adviser Restricted by product
About us

Founded in 2007 we provide expert financial advice on all aspects of financial services for individuals and businesses. We operate mainly in the Lichfield, Sutton Coldfield area but we work across the Midlands and have clients throughout the UK.

Our approach to financial planning is an holistic one. We call it Lifestyle Financial Planning because in order to give you the most appropriate advice we need to understand your hopes and dreams. We do this because money is only the means to an end, and you achieving what you need for yourself and your loved ones is what matters.

We believe that this is the true role of your qualified Financial Adviser. We can of course help you with things like mortgages and pensions, but ideally we prefer to work with our clients to really get to know them and what their short, medium and long-term financial goals are so we can provide the most appropriate tailored advice for your circumstances and ambitions.

Our modern offices have free parking and are situated between Lichfield and Sutton Coldfield.

Or we are very happy to meet with you at your home or place of business.

We look forward to working with you.

Our services

Giving the most appropriate financial advice for each of our clients is a given. On top of this, customer service and communication with our clients is what we do really well.

You will never be left wondering where we are up to on the financial matters we are dealing with on your behalf.

You will not only have your own qualified financial adviser who can be contacted via mobile phone and direct email address, but you will also benefit from our large team of client support staff who work along-side our advisers to keep you up to date.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

168 Birmingham Rd, Shenstone, Lichfield, WS14 0NX

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