Investments & pensions

Independent financial advice and specialist knowledge...

Investments & pensions - Four Oaks Taxation & Accounting Services Limited

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitably experienced independent financial adviser (IFA) and we work with them to ensure that you receive impartial advice in areas such as:

  • Pension schemes
  • Life Assurance
  • Critical Illness cover
  • Private medical insurance & Care plans
  • Individual Savings Accounts
  • Investments

Require more information?

If you would like more information or would like to speak to us direct then call us on 0121 3235005. Or if you would prefer, ask us a question online.

The Chartered Institute of Taxation ACCA

© 2021 Four Oaks Taxation & Accounting Services Limited. All rights reserved. Registered Office - As above. Company No. 04394628 - Audit No. C001976515.
FOTAS’ Private Indemnity insurer is Allianz Insurance plc.

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