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Four Oaks Financial Services – Sue Cassar

"Providing Positive Solutions"

Business AM

Member's Name:

Sue Cassar

Company / Organisation:

Four Oaks Financial Services Limited

Four Oaks Financial Services Limited

Position / Role:

Financial Adviser

Profession / Industry:

Personal and corporate financial services

Business Address:

168 Birmingham Road
Shenstone-Wood End
WS14 0NX

Contact Details:

0121 323 2070


Business Description:

As an award winning and very well respected financial services company Four Oaks Financial Services provides financial advice for both personal and corporate clients.

Operating from modern offices in Shenstone Wood-End within easy reach of Lichfield, Tamworth and Sutton Coldfield, Four Oaks Financial Services has helped hundreds of clients benefit from their financial advice over many years.  The practice has grown year-on-year and now employs Financial Advisers, Mortgage Specialists and Pension Specialists.  They also have a dedicated Client Liaison team in addition to their Client Support team and their own in-house financial research department.  What this means for clients is fantastic service and joined-up financial planning.

If you would like to discuss your financial planning requirements with Nic meetings can be arranged at your home, place of work or at Four Oaks’ office.

Service / Product List:

The value of pensions and investments and the income they produce can fall as well as rise.  You may get back less than you invested.

Tax Planning and Employee Benefits is not regulated by the FCA.

Estate planning is not regulated by the FCA.

Your home may be repossessed if you do not keep up repayments on the mortgage.

Four Oaks Financial Services provides a wide range of financial services including:

Clients / Projects Past & Present:

Please follow this link to the Four Oaks Financial Services website for the most recent testimonials and feedback from our clients

Ideal Referrals / Clients:

Tax Planning and Employee Benefits is not regulated by the FCA.

Other Information:

Four Oaks Financial Services has won several awards including being voted Professional Service Business of the Year by their clients in local awards, and being highly commended in the same category in 2016.

"A really friendly and welcoming group. Some great people in the room with lots of business and referrals being passed at every meeting. Definitely worth getting up for on a Friday morning."

Personalised Nation

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