Robin Place DipFa, CeLTCI, MLIBF, Certified Professional in Financial Advice

Get in touch

Robin Place DipFA, CeLTCI, MLIBF

Four Oaks Financial Services
168 Birmingham Road
Shenstone Wood End
Staffordshire
WS14 0NX


About Robin

I am an experienced Financial Adviser providing advice on a wide range of financial services, and our first meeting will be at my cost with no obligation to proceed. I hope to show you the value of good quality ongoing Financial Advice.

Having retired as a Police Officer in 2014, with twenty-five years’ service in variety of roles, I retrained as a Financial Adviser at a practice in Wolverhampton before moving to Four Oaks Financial Services in 2017. 

My clients are mainly in the Burntwood, Lichfield, Sutton Coldfield and greater Wolverhampton areas, although I do have clients much further afield.

I am a former School Governor and Parish Councillor and a proud Aston Villa fan. I live in Hammerwich with my wife Marisha, have two adult children and one grandson. I am a Rotarian and Freemason and enjoy chocolate biscuits and the odd glass of red wine but not necessarily at the same time.

If you would like a no cost to you initial consultation please give me a call or drop me an email.

Office Opening hours

Business Hours

Mon - Fri
-
Sat - Sun
Closed

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