Personalised Financial Solutions that provide clarity and confidence over how you can optimise your money and support your lifestyle, throughout the rest of your lives. We're here to support your short-term needs and long-term success. Working with us, you'll experience personalized attention, unwavering support, and a trusted ally for life.
Led by experienced professionals, Oak Four is committed to delivering clear, personalized advice that align with clients' long term financial goals. Whether it's optimizing cash flow, crafting tax-efficient strategies, managing trustee investments, providing pensions advice, or guiding clients through business sales, Oak Four offers expert guidance and support tailored to each client's unique needs. With a focus on transparency, integrity, and client satisfaction,
Oak Four empowers clients to navigate complex financial decisions with confidence, ensuring they can achieve their lifetime goals and lead fulfilling lives.
As an Oak Four client, you'll have attention and a sense of belonging. Our team ensures you're treated as an individual, not just a number, where you are always valued and supported. You'll have the confidence of knowing that we always make time for you, respond promptly and prioritize your needs because we genuinely care.
We understand that selling a business is not just about the transaction; it's about transitioning to a new chapter in life. That's why we provide comprehensive assistance to help clients navigate the emotional and logistical aspects of post-sale life, ensuring a smooth transition and empowering them to embrace the opportunities that lie ahead. With our dedicated expertise and support, clients can confidently embark on the next phase of their journey, knowing they have a trusted partner by their...
Checked on
15.04.2024
Cash flow planning is a crucial aspect of our financial advisory services, empowering clients to envision and realize their lifetime financial objectives. By meticulously analysing income, expenses, and investments, we provide tailored strategies, ensuring resources are allocated appropriately and efficiently towards achieving both short-term and long-term goals. With our guidance, clients navigate financial decisions with clarity and purpose, fostering confidence in their financial future and e...
Checked on
15.04.2024
Our investment advice services are tailored to help clients navigate the complex landscape of financial markets with confidence. With a keen focus on understanding individual goals, risk tolerances, and time horizons, we craft personalized investment strategies designed to optimize returns while mitigating risks. Whether it's building wealth for the future, planning for retirement, or achieving other financial milestones, we're dedicated to providing expert guidance and support every step of the...
Checked on
15.04.2024
Our pensions advice services are dedicated to helping clients navigate the complexities of retirement planning with confidence and clarity. Whether it's maximizing pension contributions, optimizing investment choices, or understanding pension options, we provide personalized guidance tailored to individual needs and goals. From early retirement planning to ensuring a comfortable retirement lifestyle and supporting our clients throughout retirement, we empower clients to make informed decisions t...
Checked on
15.04.2024
We firmly believe that well-structured tax plans are as vital as achieving strong investment returns, enabling our clients to maximize the benefits they can release from their portfolios. This empowerment allows them to navigate their financial journeys with confidence and peace of mind, efficiently achieving their financial and lifestyle goals. We strategically and thoughtfully build investment portfolios to minimise taxes in the near term while also planning for the future to minimise our cli...
Checked on
15.04.2024
Our trustee investment services provide expert advice and management for trustees overseeing trusts or considering setting one up. We offer tailored investment strategies aligned with the trust's objectives, focusing on prudent management, strategic growth, and fulfilling fiduciary responsibilities. Whether advising on investment decisions, managing trust assets, or setting up new trusts, we work closely with trustees to navigate complexities and optimize outcomes. With our trusted expertise, tr...
Checked on
15.04.2024
Checked on
12.03.2024
FCA
Checked on
15.04.2024
We're proud to be a Chartered Institute for Securities and Investment (CISI) Accredited Financial Planning Firm. The CISI's description is a great summary of how we work here at Oak Four: "Accredited...
Oak Four are awarded the prestigious David Norton Building Excellence Award by the Chartered Institute for Securities and Investment.
PII verified on 09.12.2024
Led by experienced professionals, Oak Four is committed to delivering clear, personalized advice that align with clients' long term financial goals. Whether it's optimizing cash flow, crafting tax-efficient strategies, managing trustee investments, providing pensions advice, or guiding clients through business sales, Oak Four offers expert guidance and support tailored to each client's unique needs. With a focus on transparency, integrity, and client satisfaction,
Oak Four empowers clients to navigate complex financial decisions with confidence, ensuring they can achieve their lifetime goals and lead fulfilling lives.
As an Oak Four client, you'll have attention and a sense of belonging. Our team ensures you're treated as an individual, not just a number, where you are always valued and supported. You'll have the confidence of knowing that we always make time for you, respond promptly and prioritize your needs because we genuinely care.
Verified Reviews
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The following reviews are independent and not verified by Vetted Adviser.
In collaboration with Kevin Wood
Kevin has given me confidence that my finances are where they need to be, to support me in retirement. He's also provided valuable advice on restructuring finances to improve their performance. All based on experience and knowledge that I just don't have. Well, I'm still here and I'm still solvent, so it's certainly going in the right direction.
In collaboration with Kevin Wood
I wanted a complete review of my savings, assets and pensions etc. Kevin was very professional, explaining things clearly in layman's terms. Taking into account my financial objectives at front of mind, he gave me confidence that he would be able to come up with a financial plan that would give me financial security whilst minimizing tax liabilities where possible.
In collaboration with Kevin Wood
All aspects of Financial Planning for early retirement & old age pension retirement. Can't think of anything that could have been done better.
In collaboration with Kevin Wood
Had been reasonably sensible about putting money away into the pension and some ISAs etc., but it was all pretty scattergun and with no coherent financial plan to speak of. At the time, I was also not especially knowledgeable about personal finance, and had no meaningful understanding of whether I was on track, or could be doing things better etc. All my investments are now coherently set up and structured in such a way as to enable - when the time comes - various sources of drawdown as between myself and my wife, and to ensure we should be able to maintain our desired lifestyle while never running out of money in retirement. He has also been a great financial mentor/coach, and I now feel very much on top of my game in this area. I now have a very clear understanding of my situation, and complete confidence that everything is coherently and efficiently set up to deliver the financial independence I'm heading towards, and to facilitate a long and very comfortable retirement.
In collaboration with Kevin Wood
I was looking for investment advice and forward financial planning. Kevin has implemented a clear and concise investment plan which meets my families current and future needs. I have been in extremely satisfied with the planning / investment advice which Kevin has given.
In collaboration with Kevin Wood
We had a mixed and complicated set of pension pots rationalizing and maximizing our pensions would be the main help, but Kevin provides great and sensible advice on retirement full stop and imbues confidence.
In collaboration with Kevin Wood
We had received a significant bequest and were looking for advice on what to do with it. At the same time we wanted to assess where we were financially and look to put things in place to help us retire at 60. Kevin was able to cover all areas that we were interested in. We were very pleased with his holistic approach and how he helped us to consider how we wanted our finances to work for us. He helped with financial planning, tweaking of pensions, setting up AVC's, maximizing tax benefits. Basically making the most of what we have. Even the biscuits provided were of high quality.
In collaboration with Kevin Wood
Kevin has been our trusted adviser for many years. Kevin provides a unique and simplified perspective on our goals and provides the guidance and support to achieve them. We are really pleased with the plan that has been put in place!
In collaboration with Kevin Wood
With retirement looming I needed help and advice with my pensions and investments. Kevin looked into everything finance and pension related, explained all my options in a clear and understandable manner. Everything was then put into place and I am now better prepared for retirement than I ever thought I could be. Everything is on track and I should be able to enjoy a secure retirement. Everything Kevin has done and advised has worked perfectly.
In collaboration with Kevin Wood
Pension transfer Explaining the complexity of finance in a simplistic way that I can understand.
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