Citylife in Lichfield December 2019
All the news, views, articles, competitions, recipes and history features are here in our festive, Christmassy December edition of Citylife in Lichfield - everything you want to know, explore and learn about Lichfield in one magazine!
All the news, views, articles, competitions, recipes and history features are here in our festive, Christmassy December edition of Citylife in Lichfield - everything you want to know, explore and learn about Lichfield in one magazine!
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Advertis<strong>in</strong>g Feature<br />
What does your future look like?<br />
Do you know when you can afford to retire?<br />
If someth<strong>in</strong>g happened to you would your family be provided for?<br />
Are you worried that if you got a critical illness you wouldn’t be able to work and pay your bills?<br />
Is your pension fit for purpose? Are your sav<strong>in</strong>gs <strong>in</strong> the right place?<br />
Do you need a pension wealth check from a professional?<br />
Do you need a professional to run an eye over your life and critical illness cover?<br />
Is it time to speak to a f<strong>in</strong>ancial adviser?<br />
As an experienced local F<strong>in</strong>ancial<br />
Adviser, with many clients <strong>in</strong> our area, I will<br />
be able to help you. You can visit our office<br />
or I can visit you at home to discuss your<br />
f<strong>in</strong>ancial needs <strong>in</strong>clud<strong>in</strong>g Pensions,<br />
Investments, Sav<strong>in</strong>gs, Protection and<br />
<strong>in</strong>heritance tax. The first appo<strong>in</strong>tment will<br />
be at my cost and there is no obligation to<br />
proceed any further. Future costs will be<br />
expla<strong>in</strong>ed and agreed with you before any<br />
work is carried out on your behalf.<br />
I will carry out a full fact f<strong>in</strong>d of your<br />
circumstances and discuss with you your<br />
priorities and where you want to be<br />
f<strong>in</strong>ancially <strong>in</strong> the future and how I may be<br />
able to help you get there.<br />
As a member of a twelve strong F<strong>in</strong>ancial<br />
Adviser team at Four Oaks F<strong>in</strong>ancial<br />
Services I am supported by <strong>in</strong>-house<br />
research, client liaison and adm<strong>in</strong>istration<br />
teams.<br />
I am a fully qualified F<strong>in</strong>ancial Adviser<br />
work<strong>in</strong>g with private and corporate clients<br />
to help them achieve their f<strong>in</strong>ancial goals.<br />
My clients are ma<strong>in</strong>ly <strong>in</strong> the Burntwood,<br />
Cannock, <strong>Lichfield</strong>, Rugeley and greater<br />
Wolverhampton areas, although I do have<br />
clients much further afield.<br />
At Four Oaks F<strong>in</strong>ancial Services we<br />
advise our clients on a range of<br />
<strong>in</strong>vestments and are very proud to have<br />
their trust and confidence to do so.<br />
The value of pensions and <strong>in</strong>vestments<br />
and the <strong>in</strong>come they produce can fall as<br />
well as rise. You may get back less than you<br />
<strong>in</strong>vested.<br />
Estate plann<strong>in</strong>g, <strong>in</strong>heritance tax plann<strong>in</strong>g<br />
and long-term care are not regulated by<br />
the FCA.<br />
Our first meet<strong>in</strong>g will be at my cost and<br />
there is no obligation to proceed further. It<br />
is often said that people deal with people<br />
so please give me a call or drop me an<br />
email, lets have a chat, and we can take it<br />
from there.<br />
Rob<strong>in</strong> Place DipFA, CeLTCI,<br />
MLIBF<br />
F<strong>in</strong>ancial Adviser<br />
0121 323 2070, 07968 504805<br />
rob<strong>in</strong>@fouroaksfs.com<br />
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