Hello, my name is David Jones and I am a fully qualified Financial Adviser working with clients in Aldridge, Clayhanger, Pelsall, Stonnall, Streetly, Walsall, Walsall Wood, Great Barr and surrounding areas.
I am a member of the 14 strong team of Advisers at Four Oaks Financial Services, a well-known and respected firm of local Financial Advisers. I am supported by a large in-house team of Paraplanners and administrative staff, so you can be assured of first-class service at all times.
I’ve been working in financial services since 1998. I joined Four Oaks in 2015 and prior to that I was a Commercial Business Protection Specialist at Lloyds Bank for many years.
I am qualified to provide financial advice on all aspects of financial planning. So, whether you are looking for advice on planning for university fees, your first mortgage or planning for your retirement I can help.
If you would like to meet with me our first meeting will be at my cost, and you will be under no obligation to continue to work with me.
Contact me for financial advice on:
• Lifestyle Financial Planning*
• Investments & Savings
• Financial Protection
• Estate Planning
• Private Health Care
• Corporate Financial Planning
*If you’ve not come across this term before, this is a holistic approach to financial planning. Using state-of-the-art software combined with my own skills and experience, I can show you your financial future and help you answer questions such as:
• When can I afford to retire?
• If I help my children financially will I still have enough money in retirement?
• I would love to work part-time, but can I afford it?
• Will I run out of money in retirement?
At Four Oaks Financial Services we pride ourselves on giving straight-forward financial advice, that is easy to understand and appropriate to each individual client’s needs and financial goals.
I can meet with you at your home or we can meet at the Four Oaks Financial Services office. We’ve got free on-site parking and you will be assured of a warm welcome.
I look forward to hearing from you.