Advisers, is this your profile? Click here to confirm and add details

Alan Woolford

Alan Woolford of Four Oaks Financial Services Limited is based in Lichfield. Alan has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF30 Customer
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
Quilter Financial Planning Solutions Limited10/01/2012 to 02/05/2014
Royal London (CIS) Limited04/08/2003 to 29/10/2011
RL Marketing (CIS) Limited04/08/2003 to 29/10/2011
RLUM Limited04/08/2003 to 29/10/2011
Britannic Distribution and Sales Limited01/12/2001 to 02/09/2002
Britannic Unit Linked Assurance Limited01/12/2001 to 01/08/2002
Ignis Fund Managers Limited01/12/2001 to 01/08/2002
BA (GI) Limited01/12/2001 to 01/08/2002
My Pension Expert