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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In collaboration with Kevin Wood
I was looking for some advice about my pension and retiring and, after a recommendation, contacted Kevin. From the initial meeting, he was reassuring, helpful and able to explain things in layman's terms. After my first meeting I felt hugely reassured by the advice I had been given to Kevin.
In collaboration with Kevin Wood
Planning for my retirement after the sale of my compliance business. Kevin was methodical in his approach and provided me with a very clear & simple understanding of my future plans. Kevin worked WITH me and focused on MY needs which was very important. This is the start of a long relationship and the help & advice so far could not be better. All of my questions were answered professionally in a simplistic fashion. I had no unanswered questions which to me, was priceless.
In collaboration with Kevin Wood
I was looking for a financial advisor to look at my whole portfolio of assets and make a plan for the future. My friend had used Kevin and had told me how amazing he was so much better than other financial advisors he had spoken to previously. Kevin is truly unique in his approach. He really took the time to understand what was most important to me, and where I wanted to be in the future. He then developed a plan to get me there specifically how much I needed to be saving and where to invest. Kevin is so approachable and knowledgeable and he's such a pleasure to speak too. With Kevins plan I can see clearly that I will be exactly where I want to be in 10 years. He is always there as a sounding board and to keep me on track. It has removed all the stress and I feel completely safe under Kevin and the team's care to look after my finances. You are not a number with him you feel important. He exceeded my expectations!
In collaboration with Kevin Wood
My partner and I (both in our 30s) had a range of financial decisions to make, including investment decisions and how to consolidate funds. Given our professional experience, either of us would have been capable of arranging our finances, but given the admin necessary and Kevin's advice has transformed the way we manage our major financial decisions. Three areas stood out in particular. First, he facilitated a discussion of our financial needs, helping us identify a clear objective for our investment plans. Second, he built on that with cash flow modeling to allow us to calibrate our ambitions and understand what level of savings we should be targeting. In doing so he helped us understand the impact of different assumptions and risks, reflecting on the insights he took from our initial discussion. Finally, he and his colleagues helped us execute our plans, including consolidating investments across providers. While each of these steps was helpful in itself, the integrated service made the process much simpler and efficient.
In collaboration with Kevin Wood
Kevin continues to provide sound, evidence-based advice aligned to my financial and lifestyle goals. He brings a calm approach, regardless of what is going on in the financial world and media, maintains perspective and ensures objectives are discussed and clear. I hold Kevin in high regard and trust his approach, I look forward to working with him in the future...
In collaboration with Kevin Wood
Predicted and advised positively what direction my pension should be heading in and kept me up to date with real-time advice and in plain English.
In collaboration with Kevin Wood
Inherited some money and general financial planning and pension review. We initially went to see another financial advisor who I didn�t get the right impression and feeling from. We met Kevin and we immediately knew he was the man for us, he asked us our goals and needs and set out are financial planning to achieve them. He helped us both with some of the more in-depth jargon that can be associated with the financial sector. He set out the fees in a clear and concise way and installed trust in himself and his knowledge. During the process and going forward nothing is too much trouble for Kevin or Andy. The majority of our assets are now under one roof making it easier to keep track of. As with all financial planning its over the long term so only time will tell if we achieve the outcome we wish for, but Kevin uses tried and tested methods not the boom and bust of following some fund managers.
In collaboration with Kevin Wood
A very big thank you to Kevin, Andy & all the team at Oak Four Ltd, for all their help and support in advising Julie & I in all our financial affairs since 2018. Following unplanned early retirement due to ill health & having researched "Independent Financial Advise" it really was a godsend to discover Kevin & the team at Oak Four. With their expert , honest and reliable advise we have been able to navigate the minefield of financial planning for the future in retirement. Ensuring our savings & private pensions are invested securely & tax effectively for the future. This has enabled us to live securely and comfortably. We don't know were we would have been without Kevin and his wonderful team. If we could give 10 stars we would.
In collaboration with Kevin Wood
5 star Google review
In collaboration with Kevin Wood
I have always received Excellent advise and customer care from Kevin and Andrew, giving me a clear vision of my financial situation with a very comprehensive “life plan” giving me peace of mind for my future retirement. I fully recommend Oak four to anybody looking to have peace of mind with there finances.
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