Citylife in Lichfield February 2021

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How are you looking financially?
The new year has started and many of us are thinking about our savings, investments and pensions.
Others are thinking of moving house, taking out life assurance or just what will 2021 bring. You may
not have had your vaccine yet but hopefully it shouldn’t be too long before things are getting back
to normal.
As we start 2021 I would suggest that looking at your life assurance, savings, investments and pensions should be on your list
of priorities. Your financial future and that of your families is important so please don’t neglect it. I am still taking on new clients
and if you feel that you need advice then please give me call so we can have a chat.
The first meeting will be at my cost and there is no obligation to proceed any further. Financial Advisers get paid in a variety
of ways and I will explain this to you when we speak. If you do decide to be a client then you will get a personalised service
that matches your needs, whatever
they may be, as we are all individuals
with different circumstances.
As a client I will find out enough
about you to provide you with
effective financial planning. I will carry
out a full fact find of your
circumstances and discuss with you
your priorities, where you want to be
financially in the future and how I may
be able to help you get there. I will
speak in clear terms and do my best
to try and help you achieve your
goals.
Our team of Financial Advisers at
Four Oaks Financial Services are
supported by in-house research,
client liaison and administration
teams. I spent most of 2020 working
from home using online meetings to
great effect, keeping in contact with
my clients and advising them during a
very strange year. For the first part of
2021 this is likely to continue but it
shouldn’t be too long before face to
face meetings are the norm.
As an experienced Financial Adviser
I work with clients, at all stages of
their life, to help them achieve their
financial goals. My clients are mainly
in the Burntwood, Lichfield, Cannock
and greater Wolverhampton areas,
although I do have clients much
further afield.
It is often said that people deal with
people so please give me a call or
drop me an email. We can have a chat
and can take it from there if you wish.
I hope to hear from you soon.
Robin Place DipFA, CeLTCI, MLIBF
Financial Adviser
0121 323 2070, 07968 504805
robin@fouroaksfs.com
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