Helen Wilson - Financial Adviser at Four Oaks Financial Services

22/05/2026

Happy Bank Holiday everyone 😎enjoy the weather 🌞

11/05/2026

25/04/2026

Spring…..my favourite season 🌞

23/04/2026

🎉 Huge Congratulations to Four Oaks Financial Services! 🌳

We’re incredibly proud to share that Four Oaks Financial Services has been nominated for an Enterprise Vision Award 2026. This recognition reflects the dedication, passion and commitment of our entire team and the trust of our amazing clients.

Our Business Development Director, Gemma, has been invited to the House of Lords in Westminster to join fellow nominees and previous winners for an inspiring afternoon of keynote speakers and business leaders discussing growth, strategy and the future of enterprise.

It’s fantastic to see Four Oaks receiving the recognition it truly deserves — not just for the hard work of our staff, but for the positive impact we strive to make for our clients every day.

Here’s to continued growth, vision and success for everyone at Four Oaks! 🌳✨

06/04/2026

Happy Easter. Hope everyone has enjoyed the sun 🌞

25/03/2026

🌟 We’re proud to announce that Four Oaks Financial Services has been named the Buddy Bag Foundation’s Company of the Month! 🌳

After successfully nominating the Buddy Bag Foundation for the Quilter 'Brighter Together Fund' grant, their team travelled to Quilter’s headquarters in Southampton to take part in something truly meaningful.

The Quilter team helped pack 192 essential backpacks — each one offering comfort, dignity, and a lifeline to children entering emergency care across the UK. ✨

Being part of this initiative was an honour, and we’re incredibly proud to support a charity making such a powerful impact.

You can read more about this record‑breaking day on the Buddy Bag Foundation blog: https://buddybagfoundation.co.uk/record-breaking-quilters/🌳

16/03/2026

👩If you are a woman in your 40s or 50s living in Birmingham or the wider West Midlands, investing may feel like something you should be doing more of but are not entirely sure where to begin. Read the latest blog on our website 'The Confidence to Invest Well' to find out more...

15/03/2026

Happy Mother’s Day to each and every fabulous Mother out there, hope you’ve all had a lovely day.

08/03/2026

05/03/2026

As we head towards the end of the tax year in April, now is the perfect time to check in on your finances — especially your ISA allowance.

Your ISA is one of the most tax efficient ways to save or invest, but it comes with a simple rule: use it before 5 April, or lose it for good. Once the deadline passes, any unused allowance can’t be carried over.

Whether you’re building long term savings, investing for the future, or simply wanting to make the most of your tax free opportunities, reviewing your ISA before the year-end can make a real difference.

If you’re unsure where to start or want to understand your options, now’s a great moment to take action and make your money work smarter.