Four Oaks Financial Services Limited is an established and well respected financial services company providing financial advice to both personal and corporate clients. Our Advisers are appropriately qualified. One of our Advisers has achieved Chartered Financial Planner status and is a Fellow of the Personal Finance Society. We have our own Academy and members of our team are working towards chartered status.
Four Oaks Financial Services Limited is owned and operated by Martin Ward and his management team. Four Oaks Financial Services is on the Financial Conduct Authority Register and our firm’s FCA number is 616095.
Based in Shenstone Wood End near Sutton Coldfield our team of expert Advisers work extensively in the local area of Lichfield, Tamworth and Greater Birmingham but have clients throughout the UK. We are members of the Greater Birmingham Chambers of Commerce which includes the Sutton Coldfield Chamber and Lichfield & Tamworth Chamber.
Some years ago Martin recognised that the finance sector was increasing in complexity and subject to changing rules and regulations almost on a daily basis. This was making it very difficult for a single Adviser to keep up to date with all the changes and regulatory obligations whilst at the same time providing an excellent, robust level of financial services generating meaningful returns for his clients.
Martin has succeeded in building a team of Advisers supported by qualified administrators and an in-house research team based at our offices near Lichfield.
Office location
St Francis of Assisi Catholic College, Aldridge, WalsallGive us a ring
07790 890275Send us an email
[email protected]