Helen Wilson - Financial Adviser at Four Oaks Financial Services

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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

08/10/2026

🤔 Think Inheritance Tax is only something millionaires need to worry about?

With property values, savings and investments all contributing to the value of an estate, IHT can be relevant to more families than you might expect. The value of investments can go down as well as up, and any income from them is not guaranteed.

This means you could get back less than you originally invested.

❗️Understanding your position early can help you make informed decisions about the wealth you want to pass on.

Out of office has been on whilst I’ve been on Honeymoon, Croatia was stunning, back now to a very busy diary assisting l...
25/09/2026

Out of office has been on whilst I’ve been on Honeymoon, Croatia was stunning, back now to a very busy diary assisting lots of clients with their financial needs 😊

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. 🌳

So today’s meeting with a provider included a cuddle with Bruce!
26/08/2026

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

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

When your client suggests a meet up and brunch…..would be rude to say no.
05/08/2026

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

Lovely walk to end a busy week, have a good weekend everyone 😊
31/07/2026

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

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 👰🏻‍♀️

Address

168 Birmingham Road, Shenstone Wood End
Lichfield
WS140NX

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