Helen Wilson - Financial Adviser at Four Oaks Financial Services

01/09/2026

Redundancy or an unexpected inheritance can open up new choices for your finances.

A financial adviser can help you take time, explore scenarios, including tax and cashflow, and shape a clear plan for what happens next.

Get in touch to talk through your options. 🌳

26/08/2026

So today’s meeting with a provider included a cuddle with Bruce!

24/08/2026

Lots of my clients knew this was happening so I thought I’d share a couple of photos 😊

10/08/2026

🤔 Before Summer becomes a memory, take a moment to think about what you've enjoyed most over the past few weeks.

Often, those moments tell us what's truly important.

If this Summer has inspired new goals or changed your priorities, don't forget to mention them at your next review.

😊 Your financial plan should reflect the life you're living today, as well as the future you're working towards.

05/08/2026

When your client suggests a meet up and brunch…..would be rude to say no.

31/07/2026

Lovely walk to end a busy week, have a good weekend everyone 😊

17/07/2026

So I’ve met this pair on Teams calls before but today I got to meet Gara and Myrtle face to face, they enjoyed the tripe sticks I took them whilst I was helping their Mum and Dad plan for the future!

06/07/2026

Out of office is on whilst I have a week off to finalise the last minute details and get married 👰🏻‍♀️

18/06/2026

We can’t believe it, and we couldn’t be prouder! ✨

For the first time ever, every single woman at Four Oaks has been nominated for a category at the Professional Adviser Women in Financial Advice Awards 2026. How incredible is that!

From Financial Adviser of the Year, to Outstanding Contribution to the Profession, Rising Star, and Woman of the Year in Adviser Support Services, our team is absolutely shining 🌟

This moment is more than nomination, it’s a celebration of women who are breaking barriers, lifting each other up, and pushing the industry forward. Women who show every day what Women in Business can achieve when talent, passion and opportunity come together.

We are unbelievably proud of our amazing team for creating opportunity, championing financial services, and proving that women belong at every table in our profession.

Congratulations ladies, you deserve every bit of this recognition 👏🌳

12/06/2026