Robin Place - Certified Professional in Financial Advice

09/10/2026

A new and exciting opportunity to join the Four Oaks Financial Services team! 🌳

We're looking for a talented and enthusiastic Financial Administrator to become part of our team.

You'll ideally have experience working within Financial Services, particularly liaising with industry providers, and be confident delivering outstanding service to clients. Strong written communication skills, excellent attention to detail, and a customer-first mindset are a must.

What can you expect from us?

✔ Competitive salary based on experience
✔ Generous benefits package
✔ Supportive and friendly working environment
✔ Opportunity to grow and develop your career

If you're looking for your next challenge and think you'd be a great fit, we'd love to hear from you.

📧 Get in touch today to find out more.

26/09/2026

26/09/2026

⚠️ Pensions and Inheritance Tax are changing in April 2027.

Unused pension assets will generally be brought into the estate for Inheritance Tax purposes, meaning it could be time to take another look at your plans.

There is no need to make decisions alone. If you would like to understand what the changes could mean for you, we are here to talk it through when you are ready. 😊

26/09/2026

❗️An inheritance can bring mixed emotions.

You might feel grateful but also unsure about what to do with the money. Perhaps you feel guilty about spending it or worried about making the wrong decision.

🚨 You do not have to make those decisions alone.

Professional financial advice can help you understand your options and create a plan that reflects what matters to you, whether that is your retirement, your family or your own future. 🙌

26/09/2026

🤔 Have you thought about what happens to your wealth after you are gone?

Inheritance Tax could mean that a proportion of your estate goes to HMRC rather than passing to your loved ones.

The good news is that there are often allowances and exemptions that may be available when planning for Inheritance Tax. Tax treatment: Tax treatment varies according to individual circumstances and is subject to change.

Making use of your annual allowances can be an important part of your wider estate planning and could help reduce the amount of tax payable.

🗣️ Planning ahead gives you the opportunity to understand your options and consider how you can pass on as much of your wealth as possible to the people you want to benefit.

04/09/2026

21/04/2026

See you today at the Volunteer Fair.

07/04/2026

🏆 Company of the Month 💜

A huge thank you to Four Oaks Financial Services for their incredible support.

From nominating Buddy Bag Foundation for the Quilter Brighter Together Fund to getting hands-on helping pack 192 Buddy Bags — your impact is truly making a difference to children entering emergency care.

We’re so grateful to have you as part of our community 💜