Citylife in Lichfield April 2021

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Does the man down the pub know better?
Do you usually take financial advice off the man down the pub or the women off the number seven bus?
Did your mate once have an ISA, which makes him an expert on all things financial?
Are you happy to trust your investment decisions to a non professional?
Should you really be seeking advice from a fully qualified, experienced financial adviser?
Many of us are starting to think about our savings, investments and pensions. Others are thinking of moving house, taking out life assurance,
booking holidays or just waiting to see 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.
I would suggest that looking at your life assurance, savings, investments and pensions should be on your list of priorities for 2021. 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.
I look after over 100 households advising on their pensions, investments, savings and inheritance tax amounting to circa £27,000,000. My clients
get a personalised service and I see them
once or twice a year depending upon their
circumstances.
At Four Oaks Financial Services I am
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.
Our 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.
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.
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 and greater Wolverhampton areas,
although I do have clients much further
afield. You can find me on the Independent
rating sites Unbiased and Vouchedfor, via my
website - www.financialadviser.me.uk or the
Four Oaks website – www.fouroaksfs.com
It is often said that people deal with
people, particularly local 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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