Four Oaks Financial Services Limited - Lichfield

Four Oaks Financial Services Limited, located at Address: 168 Birmingham Rd, Shenstone Woodend, Shenstone, Lichfield WS14 0NX, United Kingdom, is a financial planning service tailored to meet the needs of its clients with professionalism and care. Reach out to them via their Phone: 1213232070 for any inquiries or consultations. Their comprehensive services are accessible online through their Website: fouroaksfs.com. This firm stands out for its commitment to providing personalized financial planning services, making it a go-to choice for individuals seeking to manage their financial futures effectively.

One of the key features that make Four Oaks Financial Services Limited particularly appealing is its wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients, regardless of mobility, can access their services comfortably. This level of inclusivity reflects their dedication to customer service and accessibility.

Clients have left 8 reviews on Google My Business, with a remarkably high average opinion score of 5/5. This indicates a consistent level of satisfaction with their services. Such positive feedback suggests that Four Oaks Financial Services Limited not only meets but often exceeds client expectations, offering expert advice and strategic financial planning solutions.

For those interested in financial planning and seeking reliable guidance, Four Oaks Financial Services Limited presents a solid option. Their specialization as financial planners means they are well-equipped to help with budgeting, investment strategies, retirement planning, and more. It's important to note that their wheelchair accessibility features make their location particularly welcoming for individuals with mobility issues.

If you're in the Lichfield area or looking for remote advice, consider reaching out to Four Oaks Financial Services Limited. Their professional approach combined with the convenience of wheelchair accessibility makes them a noteworthy choice. To learn more, explore their services in detail on their website, where you can find comprehensive information about their offerings, services, and how they can assist you in your financial journey.

👍 Reviews of Four Oaks Financial Services Limited

Fiona K.

5/5

We came to Emily Walker because myself and my partner are first buyers and my partner is on a graduate scheme, so we worried the mortgage wouldn’t be straight forward, due to his contract. She made the experience extremely simple and took so much stress out of the process. She talked us through everything, which was so important to us as first time buyers. But alongside that found us a really good deal which we could not have found ourselves. She was always on hand to answer our questions and responded really quickly to all queries we had, even just little things about the buy process in general which may not have been mortgage related. She was also extremely friendly which made a process that could be stressful the complete opposite. She was also able to answer lots of small questions on our behalf so we weren’t having to be back and forth between all the relevant parties. I would really recommend her to anyone I knew who was buying, the money saved and the simplification of the process was amazing.

Mike J.

5/5

A huge thankyou to Emily for assisting me with a financial solution. Emily's courteous, speed of resolution and overall professionalism engagement made the whole experience flawless. Many thanks again and I have no hesitation recommending Emily and will contact her in the future should the need arise.

Lisa B.

5/5

Many thanks to Ashley for the time he has taken to assist my dad with completing some paperwork. It's vey much appreciated! I wouldn't hesitate to recommend Ashley.

Amy W.

5/5

We recently have had Ashley come to us to deliver a presentation on financial planning for later life for our elderly residents. Ashley is knowledgeable, friendly and empathetic and an absolute pleasure to work with. Highly recommend

Roar M.

5/5

We have used Four Oaks Financial Services for a number of years. We have always been given the best advice and we have seen some excellent results and had access to financial products that can't be found on the High Street. Our adviser knows us because we see him several times a year. We have recommended Four Oaks to our family and friends and wouldn't hesitate to do so again.

Charlie E.

5/5

Would highly recommend, Susie was amazing and was so helpful through out my whole house purchase, I would of been lost without the help, thank you again for helping with my first house purchase 😊

Sinead T.

5/5

Thank you Simon and Yomi for delivering a brilliant financial planning presentation to the team at Pickford Solicitors.

Amanda B.

5/5

Highly recommended. Expert knowledge and advice.