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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 />
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