Citylife in Lichfield September 2021

Advertising Feature
Do you want a free pension review?
What type of pensions have you got and what are your tax free cash and drawdown options?
Will your pensions meet your needs when you want to retire?
Do you know how much money you will need in retirement?
Would you like a free one hour pension review meeting so we can review your options?
As we emerge from the pandemic many of us are starting to think about our retirement options and our pensions. Others are thinking of
moving house, taking out life assurance, booking holidays or just waiting to see what the rest of the year will bring. If you haven’t done it for a
while it’s probably time that you reviewed your pensions as well as you savings and investments with a professional to see what your various
options are.
Just like your health your financial future and that of your families is important so please don’t neglect it. If you are considering working with
a Financial Adviser I am still taking on new
clients so please give me call so we can have
a chat. All of 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 one
of a Team of Financial Advisers where I am
supported by in-house research, client
liaison and administration teams. Your first
meeting will be at my cost and there is no
obligation to proceed any further. Financial
Advisers are professionals and get paid in a
variety of ways which I will explain 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 local Financial Adviser,
living in Burntwood, 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, Sutton Coldfield 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 so we can
have a chat and can take it from there.
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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