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Nicholas Whittaker

Nicholas Whittaker of Four Oaks Financial Services Limited is based in Lichfield. Nicholas has up to 21 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF30 Customer
CPD11 - Pension transfer specialist
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:
Lloyds Bank PLC30/09/2011 to 08/05/2012
HSBC Bank Plc13/06/2008 to 30/09/2011
Royal London (CIS) Limited31/01/2003 to 11/12/2003
RL Marketing (CIS) Limited31/01/2003 to 11/12/2003
RLUM Limited31/01/2003 to 11/12/2003
My Pension Expert