About Four Oaks Financial Services Limited

Four Oaks Financial Services Limited is an established and well respected financial services company providing financial advice to both personal and corporate clients.
Four Oaks Financial Services Limited was founded by Managing Director, Martin Ward, in June 2003. His mission was to build a company that offers valued clients a holistic approach to financial services, whatever their needs and requirements.Over time, like-minded staff and Financial Advisers have joined and today Four Oaks Financial Services is an award-winning company with a vast, loyal client base. We pride ourselves on having a family feel, building trust with our clients, and providing peace of mind. Above all, we always have the clients’ interests at the very heart of everything.Together we will utilise up-to-date technology to support you in your journey, plan for your dreams and enable you to achieve your financial goals.Four Oaks Financial Services have a strong community presence and work with local charities, in particular the Buddy Bag Foundation whom we have supported since 2015.We are also proud to recognise the efforts of global sustainability. We encourage the use of technology to reduce the output of waste and will source, use, and distribute sustainable resources where possible.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Bad credit
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Self employed
  • Self build
  • Flexible

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