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Based in Sutton-Coldfield
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I am a fully qualified Financial Adviser, working at Four Oaks Financial Services since 2022 offering advice on Savings and Investments, Pensions, Mortgages, Estate Planning, Tax Planning and Protection. I have recently obtained an additional qualification to provide advice to clients affected by Long Term Care concerns. My past experience leads me to believe that, generally, people don’t have enough knowledge about their own financial positions and what possibilities exist for them and I would like to use my expertise to help my clients get the best from their circumstances. Away from financial services, I enjoy walking my miniature schnauzer with my girlfriend and also the odd round of golf, although my search for a hole in one continues. Estate planning and tax planning are not regulated by the Financial Conduct Authority.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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