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Citylife in Lichfield February 2024

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Do you need a F<strong>in</strong>ancial Adviser?<br />

What do you know about your pensions and pension options?<br />

Do you have a plan for when you may be able to retire?<br />

Would you like to discuss your plan with a F<strong>in</strong>ancial Adviser?<br />

As an experienced local F<strong>in</strong>ancial Adviser I work with clients at all stages of their life to help them achieve their<br />

f<strong>in</strong>ancial goals.<br />

You will get a personalised service that matches your needs, whatever they may be, as we are all <strong>in</strong>dividuals. I will<br />

carry out a full fact f<strong>in</strong>d of your circumstances, fully <strong>in</strong>vestigate your current plans and policies and discuss your<br />

priorities with you. I will ascerta<strong>in</strong> where you want to be f<strong>in</strong>ancially <strong>in</strong> the future and how I may be able to help you<br />

get there. I will speak <strong>in</strong> clear terms and do my best to try and help you achieve your goals.<br />

F<strong>in</strong>ancial Advice will cost you<br />

money, but I aim to show you the<br />

benefits and value of good quality<br />

professional F<strong>in</strong>ancial Advice. Our<br />

first meet<strong>in</strong>g however will be at no<br />

cost to you, without any obligation<br />

to proceed any further. If you do<br />

decide to proceed then the fees for<br />

<strong>in</strong>itial and ongo<strong>in</strong>g advice will be<br />

clearly expla<strong>in</strong>ed and agreed with<br />

you before any further work is<br />

done.<br />

The value of pensions and the<br />

<strong>in</strong>come they produce can fall as well<br />

as rise. You may get back less than<br />

you <strong>in</strong>vested.<br />

You can f<strong>in</strong>d me on the<br />

Independent rat<strong>in</strong>g sites Unbiased<br />

and Vouchedfor, via my website -<br />

www.f<strong>in</strong>ancialadviser.me.uk or the<br />

Four Oaks website –<br />

www.fouroaksfs.com<br />

Give me a call at my office <strong>in</strong><br />

Shenstone on 0121 323 2070 or my<br />

mobile 07968 504805.<br />

I hope to hear from you soon.<br />

Rob<strong>in</strong> Place DipFA, CeLTCI, MLIBF<br />

Certified Professional <strong>in</strong><br />

F<strong>in</strong>ancial Advice<br />

rob<strong>in</strong>@fouroaksfs.com<br />

Approver Quilter F<strong>in</strong>ancial<br />

Services Limited & Quilter<br />

Mortgage Plann<strong>in</strong>g Limited<br />

17/01/<strong>2024</strong>.<br />

7

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