Do you need a Financial Adviser?

Have you got cash sitting in the Bank or Building Society earning you very little interest?

Are you concerned about inflation eroding the value of your savings?

What do you know about your pensions and your pension options?

Do you know when you may be able to retire?

As an experienced local Financial Adviser I work with clients at all stages of their life to help them achieve their financial goals, whatever they may be.

Financial Advice will cost you money, but I aim to show you the benefits and value of good quality professional Financial Advice. Our first meeting however will be at no cost to you, without any obligation to proceed any further. If you do decide to proceed then the fees for initial and ongoing advice will be clearly explained and agreed with you before any further work is done.

You will get a personalised service that matches your needs, whatever they may be, as we are all individuals. I will carry out a full fact find of your circumstances, fully investigate your current plans and policies and discuss with you your priorities. I will ascertain where you want to be financially in the future and how I may be able to help you get there. I will speak in clear terms and do my best to try and help you achieve your goals. 

You can find me on the Independent rating sites Unbiased and Vouchedfor, via my website - www.financialadviser.me.uk or the Four Oaks website – www.fouroaksfs.com

Give me a call at my office in Shenstone on 0121 323 2070 or my mobile 07968 504805.

I hope to hear from you soon. 

Robin Place DipFA, CeLTCI, MLIBF

Certified Professional in Financial Advice

robin@fouroaksfs.com