Financial AdviserProfile

Four Oaks Financial Services Limited

Public-record profile
168 Birmingham Road, Shenstone Wood End, Lichfield, WS14 0NX
Claim Profile

Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Four Oaks Financial Services Limited is listed as a FCA appointed representative in the WS14 0NX area. Registered at Companies House in 2003. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2003
Type
FCA appointed representative
Company No.
04814506
SIC
65110
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

FOUR OAKS FINANCIAL SERVICES LIMITED is active and was incorporated on 30 June 2003.

Nature of business: 65110 - Life insurance, 65120 - Non-life insurance, 65300 - Pension funding

Registered office: 168 Birmingham Road, Shenstone Wood End, Lichfield, WS14 0NX, England

Authorisations

FCAactive
Reference: 616095
Type: FCA appointed representative
Company no.: 04814506
Verified:
View public register

Company Snapshot

Companies House records show outstanding charges.
Industry
65110
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Total Exemption Full
Employees
19
Equity
£2
Cash
£64,354
Fixed assets
£729,925
Current assets
£84,848
Net current assets/liabilities
-£386,893
Charges
1
Outstanding charges
1
Insolvency cases
0
View Companies House profile

People and Control

Active directors

TAMPLIN, Steven John
Appointed 10 April 2019
DOB: 6/1973
WARD, Fiona Mary
Appointed 1 January 2012
DOB: 10/1963
WARD, Martin Leslie
Appointed 30 June 2003
DOB: 8/1961

Persons with significant control

Mr Martin Leslie Ward
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 8/1961

Recent Filings

3 December 2025
MR01
mortgage create with deed with charge number charge creation date
24 September 2025
AA
accounts with accounts type total exemption full
11 June 2025
CS01
confirmation statement with no updates
22 July 2024
AA
accounts with accounts type total exemption full
5 June 2024
CS01
confirmation statement with no updates
18 September 2023
AA
accounts with accounts type total exemption full

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Four Oaks Financial Services Limited yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Four Oaks Financial Services Limited at the location shown on the map in Lichfield.

Other Financial Advisers in or near Lichfield

Explore other listed profiles in your area

Kind Financial Services Ltd

Lichfield, WS14 9BW

Virtus Finance Limited

Lichfield, WS13 6RN

2nd City Commercial Limited

Lichfield, WS13 6AQ

2nd City Finance Ltd

Lichfield, WS13 6AQ

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.