Helen Wilson - Financial Adviser at Four Oaks Financial Services

Helen Wilson - Financial Adviser at Four Oaks Financial Services I have been a Financial Adviser for 30 years and feel fortunate to do a job I love. I have worked with Four Oaks Financial Services for 3 years.

Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 08/04/2025

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...
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!

Out of office is on whilst I have a week off to finalise the last minute details and get married 👰🏻‍♀️
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
Happy Bank Holiday everyone 😎enjoy the weather 🌞
22/05/2026

Happy Bank Holiday everyone 😎enjoy the weather 🌞

11/05/2026
Spring…..my favourite season 🌞
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! 🌳✨

Happy Easter. Hope everyone has enjoyed the sun 🌞
06/04/2026

Happy Easter. Hope everyone has enjoyed the sun 🌞

Address

168 Birmingham Road, Shenstone Wood End
Lichfield
WS140NX

Alerts

Be the first to know and let us send you an email when Helen Wilson - Financial Adviser at Four Oaks Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Helen Wilson - Financial Adviser at Four Oaks Financial Services:

Share