Four Oaks Financial Services Limited
Robin, Karen and all of our local Advisers provide a full range of Financial Planning Advice from Mortgages, Protection, Investments, Pensions, Long Term Care Planning and Inheritance Tax Planning.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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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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Offshore investments
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Socially responsible investments
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School fees planning
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Insurance & protection
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Accident & sickness
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Income protection insurance
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Tax & trust planning
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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 life insurance
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Long Term Care
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Last authorised 14th September 2020
Meet our advisers
Karen Hagan DipPFS
Financial Adviser
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Robin Place DipFA, CeLTCI, MLIBF
Certified Financial Adviser
Qualifications & Accreditations
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CeLTCI - Certificate in Long-Term Care Insurance (LIBF)
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This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
DipFA - Diploma for Financial Advisers (LIBF)
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The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
What our clients say
What were the circumstances that caused you to look for an adviser?
Needed to transfer occupational pension to SIPP.
How did Robin Place help you?
I rate Robin very highly. He was very easy to deal with, . Very honest. You felt you were in safe hands.
What is your current situation? Have you seen the outcome you were hoping for?
Yes I was successfully able to transfer from my occupational pension to SIPP.
What could they have done better?
Nothing really.
MA, West Midlands
What were the circumstances that caused you to look for an adviser?
Savings and investment planning, I had known Robin for a number of years so gave him a phone call.
How did Robin Place help you?
He weighs up the pros and cons of your situation then advises accordingly, At no time is he pushy or aggressive. He makes you feel at ease and comfortable in his company.
What is your current situation? Have you seen the outcome you were hoping for?
Too early to say at the moment, But, have every confidence in Robin, Investments will be reviewed with his assistance on a regular basis going forward.
What could they have done better?
Very happy with the service received.
RS, West Midlands
What were the circumstances that caused you to look for an adviser?
Retirement planning.
How did Robin Place help you?
Advised on pension consolidation and best provider given my requirements.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not supported Aston Villa!
JP, Staffordshire
What were the circumstances that caused you to look for an adviser?
Looking to take better control of my investments and consolidate.
How did Robin Place help you?
Offered advice on options, evaluated my personal situation and identified the best solution.
What is your current situation? Have you seen the outcome you were hoping for?
Yes, recommendations seem sound and suitable. Full documentation for all investments received promptly.
BS, Staffordshire
What were the circumstances that caused you to look for an adviser?
Wanted a private pension.
How did Robin Place help you?
Advised me.
What is your current situation? Have you seen the outcome you were hoping for?
Absolutely. My pot earns around 7% a year.
What could they have done better?
Nothing. Very thorough and friendly.
WLH, Staffordshire
What were the circumstances that caused you to look for an adviser?
I had reached 55 and wanted advice on whether my pensions were on track and sufficient for when I retire.
How did Robin Place help you?
He gave me advice and explained in a relatively easy to understand way considering the subject. Once we agreed the way forward he helped set up the required arrangements.
What is your current situation? Have you seen the outcome you were hoping for?
It is early days to see the investment outcomes, however Robin does meet me on a regular basis to review, and will always be available to call if I have any queries.
What could they have done better?
Nothing as yet.
CS, Staffordshire
What were the circumstances that caused you to look for an adviser?
Retirement.
How did Robin Place help you?
Robin understood what we required and clearly explained everything.
What is your current situation? Have you seen the outcome you were hoping for?
I am happy with the pension arrangements as a result of the advice given.
PW, West Midlands
What were the circumstances that caused you to look for an adviser?
Re-evaluate pension and savings assets as well as mortgage advice.
How did Robin Place help you?
Supported house move and change in mortgage, consolidated pensions and set up an ISA that was right for us.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing - Robin is very thorough and knows our inner most secrets finance wise. We trust him implicitly.
PE, Cheshire
What were the circumstances that caused you to look for an adviser?
Robin was my husbands advisor. After he passed away I kept robin on as my husband was so happy with everything.
How did Robin Place help you?
ISA savings. Investments. And pension.
What is your current situation? Have you seen the outcome you were hoping for?
So far been positive but early days for me into the investments.
WG, Hampshire
What were the circumstances that caused you to look for an adviser?
Contrary to popular belief, I do not know everything.
How did Robin Place help you?
On time, always keeps me informed in the financial minefield.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
This is a very complex subject and putting over the enormous variations must be made clearly to the layman. All advisers should bear this in mind.
JH, Staffordshire
About us
At Four Oaks Financial Services we believe that every client is unique because their circumstances objectives, needs and wants are unique.
Therefore, we don’t have a one-size-fits-all approach and we understand that our clients have different requirements and offer a range of support options.
Our Head Office is in Shenstone, Robin is based in Burntwood and Karen in Tamworth. Our team of expert Advisers work extensively in the local areas of Burntwood, Cannock, Lichfield, Tamworth, Sutton Coldfield, Wolverhampton and the Greater Birmingham area as well as having clients throughout the UK.
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.
Our services
Our aim is simply to offer financial advice in a clear, transparent manner providing simple to understand recommendations allowing our clients to be informed before making any decisions.
We promise to always be transparent, open and honest. We will use plain language to explain our recommendations and fees.
Where to find us
Head office address: 168 Birmingham Road, Shenstone Wood End, Lichfield, Staffordshire, WS14 0NX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
