Announcing Personal Development Skills Training For Our Support Teams

Four Oaks Financial Services Practice Manager, Lynsey Mason

Our Paraplanning, Client Liaison and Client Support teams make a huge contribution to the excellent client experience we provide. They perform a vital role in supporting our Financial Advisers who give local financial advice in the Tamworth, Lichfield and Sutton Coldfield areas. Our support teams not only provide information and admin services before an Adviser meets a client, they also make sure the Adviser is able to give appropriately researched advice and, once a client has made a decision on where and how to invest, they make this happen by doing all the processing work.

We are investing in a programme of personal development skills training, which has already started and is being delivered by respected coach and trainer John Stylianou of Actual People Development. The training is encompassing communication skills, telephone techniques and skills, planning and time management and preparing for performance reviews.

The training will be delivered in workshops that will dovetail with the training and management development skills that John is working on with our senior managers Kimberley Malin, Head of Client Support who is the leader of the Client Liaison and Client Support Teams and John Smith who is Head of Paraplanning.

Four Oaks Practice Manager, Lynsey Mason said “The training and development of our whole team is very important to us as we want to maintain and improve our high standards of client care through continuous improvement. We are putting in place Personal Development Plans for every individual and this training for our Client Support, Client Liaison and Paraplanning teams is part of this learning. We have a happy environment and a real team atmosphere here at Four Oaks and this investment will help ensure this continues as we grow.”

Find out more about Actual People Development.

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Major Investment In Professional Management Skills For Our Senior Managers

Four Oaks Financial Services Lichfield
L-R Kimberley Malin, John Smith, John Stylianou (Coach), Simon Trevelyan

In recent months Kimberley Malin and John Smith have been promoted to Head of Client Support and Head of Paraplanning respectively, and they are also members of our Steering Group. They are both extremely talented individuals in their areas of expertise but as we are growing as a business, so is our workforce.  We have therefore invested in a programme of management development coaching and training for both Kimberley and John.

We have contracted highly respected coach and trainer John Stylianou of Actual People Development based in Lichfield to deliver a series of training workshops and one to one coaching on a regular basis over the next 12 months. John is a consummate professional and has a background in delivering professional development for well-known organisations in the financial sector and high growth SME businesses.

Four Oaks MD, Martin Ward said “We have promoted Kimberley and John from within our team, which is our policy. This means they have more responsibility especially with managing the members of their team.  Therefore, we want to make sure they have the knowledge and skills they need to be successful managers and we are delighted to be making this investment for them personally and for the ongoing success of Four Oaks Financial Services.”

Find out more about Actual People Development

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Six First Time Exam Passes Gets Our Academy Off To A Flying Start!

Local Financial Advice
Our Successful Academy Team with John Smith (Centre)

The first exams to be taken by our people through our new Four Oaks Training Academy have netted fantastic results with all six of them passing their RO5 Financial Protection examination first time!

Congratulations to Lily Jackson, Sam Harley, Emily Walker, Kevin Holder, Charlotte Holmes and Charlotte Trueman.

The aim of our Academy is to enable our Financial Advisers and our support teams to study for their professional qualifications. In this instance all of our Academy members who took this exam are not Financial Advisers, they are from our Paraplanning and Client Support teams.  We believe it is important for all of our staff to be as well qualified as possible in order to provide the very best service to our clients.

The Four Oaks Academy is now studying for the RO2 qualification in Personal Taxation.

“I am so pleased.” Says Four Oaks Managing Director, Martin Ward. “John Smith heads up the Academy and he has done a stunning job setting up the study plan, leading the Academy sessions and putting everyone through their mock exams and mentoring them.  Everyone has studied hard and deserves recognition for their dedication and commitment which has led to this great result.”

Lifestyle Financial Planning, Our New Enlightened Approach

Lifestyle Financial Planning
Lifestyle Financial Planning

If you knew how much money you would have at the end of your life, and this was far more than you needed, think how this might affect the decisions you will make.

With industry leading technology and the expertise of our Financial Advisers we can work with our clients to project forward not only to the end of their life, but through every stage of their life to show their likely financial situation. This enables you as our client to answer questions such as:


  • When will I know when I can retire?
  • Could I change career or go part-time?
  • Can I give my children money for house deposits and still be able to live comfortably?
  • What if there is a stock market crash or two, am I still going to be ok?

The very sad fact is that lots of people amass more money than they will need to give them for a long and fulfilled retirement. They spend years working and worrying when they could be living their dreams and spending time with family.  The key is to work with your Adviser to model what you need to do that will result in the income you need to achieve your life goals.  This lifetime lifestyle financial plan will bring clarity and peace of mind.

Talk to your Adviser.

Announcing The Launch Of The Four Oaks Training Academy

Financial Adviser Lichfield
Celebrating The Launch of The Four Oaks Training Academy

We have launched the Four Oaks Training Academy creating a defined career path for our team who wish to achieve their Level 4 Diploma in Financial Planning. This could lead them to becoming a Financial Adviser or pursuing another career route with us at Four Oaks.  This is a financially remunerated development programme which is good for our team and good for Four Oaks because we ensure we keep our very talented people within the business and have an excellent stream of qualified Advisers to support our clients and future growth.

Our already qualified Financial Advisers will be working towards their Chartered status, which supports our goal to become a Chartered practice.  Four Oaks MD, Martin Ward said “Financial Services is ever changing. We always strive to give our clients a premier service and to continue to do this we need our entire team to be competent in the academic aspects of our industry especially the legal and regulatory requirements as well as the delivery of financial services. We are looking to provide a long-term career for the Four Oaks team and believe that our new Academy will do just that.”

Celebrating Christmas In Lichfield

Financial Services Lichfield
MD Martin Ward & Some of Our Client Support Team

2017 has been a very special and very successful year for the whole team at Four Oaks Financial Services. Many of us have had exam successes, we’ve welcomed new people into our growing team, we’ve had a wedding and a new baby!

So as a fitting end to 2017 we all got together on 15th December for our Christmas Party.  Our team and their partners were invited to the stylish restaurant, The Wine House in Lichfield.  We enjoyed great food and thoroughly enjoyed the disco.  With a full dance-floor all of us were in full voice for Queen’s Bohemian Rhapsody and Tom Jones’ Delihla – and yes we have the photos to prove it!

We thank all of our clients for their support and as 2017 comes to an end we are looking forward to making 2018 another successful year for all of us.

Our Christmas and New Year Opening Hours

In order to give our clients the best possible service our offices will be open during the festive break.

Our offices will be closed from 4pm on Friday 22nd December and will re-open on Wednesday 27th December at 10am.

Wednesday 27th December Opening Hours 10am to 3pm
Thursday 28th December Opening Hours 10am to 3pm
Friday 29th December Opening Hours 10am to 3pm

Normal 9am to 5pm office hours will resume when we return to work on 2nd January.

The Four Oaks team wish you, your family and friends a very Merry Christmas and Happy New Year.

Four Oaks Sponsors Talented Young Rugby Player

Matt Coleman Sponsored By Four Oaks Financial Services

We are delighted to announce that we are sponsoring Matt Coleman, aged 17 who is an up and coming young rugby player and possibly a star of the future. Matt plays for Barkers’ Butts RFC based in Coventry, in their Colts team and their first team.  He is also playing for the Warwickshire County under 18s squad.

Matt started playing Rugby when he was just 10 years old. He is currently at Leamington College studying visual communication and is hoping to secure an apprenticeship in graphic design.

Four Oaks MD, Martin Ward said “Quite a few of us are very keen Rugby supporters and our sponsorship of Matt enables us to help a young man on his quest to excel in his sport, which of course costs money, and we are pleased to be able to assist him. We are also pleased that our sponsorship will be helping Barkers’ Butts overall as it is so important to the game that great young players come through the ranks.”

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Are ISAs Such a Good Thing?

ISA Tax Free Savings

ISAs are generally considered to be a good savings option because you can invest using your annual tax free ISA allowance and you don’t pay tax on the income or gains*. However, there are different kinds of ISAs and if you don’t regularly review how they are performing you could be losing out.

There are cash ISAs, stocks-and-shares ISAs or you can have a mixture of both. Your Financial Adviser will be able to find the most suitable ISA for you depending upon your attitude to risk and what your financial goals are.  We pride ourselves on giving expert local financial advice to our clients in the Lichfield, Sutton Coldfield and Tamworth area.

To review your current ISAs and make sure they are working hard for you or to invest this years’ ISA allowance please contact our Client Liaison Team to put a date in the diary with your Adviser. More information on Investments and Savings.

*Investors do not pay any personal tax on income or gains, but ISAs do pay tax on income from stock and shares within the funds.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment depends on individual circumstances. Tax treatment rates and allowances are subject to change.

Four Oaks Financial Advisers Join Brigade

Alan Woolford, Financial Adviser

Alan Woolford and Mark Timmins are both fully

qualified and experienced Financial Advisers who gave up their spare time (again) to support our charity, The Buddy Bag Foundation. The Buddy Bag Foundation is based in Sutton Coldfield not far from our offices from where we serve our clients in the Sutton, Tamworth and Lichfield areas providing local financial advice. Alan and Mark went along to help pack 200 Buddy Bags. The bags contain essential items for youngsters who have had to leave their homes, owing to some kind of domestic violence or abuse. The bags contain practical things like toothbrushes and pyjamas and other items such as a teddy bear to help the child in their transition to their new surroundings and situation. To find out more about The Buddy Bag Foundation click here.

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Mark Timmins, Financial Adviser

Financial Services Limited. Neither Four Oaks Financial Services Limited nor Intrinsic are responsible for the accuracy of the information contained within the site.