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
Excellent service and advice over the last 5 years, since we have been working together. Retiring this year. Looking forward to the next 30+ years.
In collaboration with Kevin Wood
Like many people, we sought advice from OakFour to sort out a mixed bag of pensions – final salary and money purchase. We have been a customer of Oakfour for over 5 years now and overall would rate them very highly. Initially, they unravelled the maze of our pensions and gave us great advice, even recommending an pension specialist for one particularly complex old pension. This gave us a great start to our retirement. Since then, our investments are actively managed, we have in-depth reviews to plan for the year ahead coupled with regular market updates On a more personal level, Andy and Kevin are very approachable and helpful, provide support whenever needed and great customer service . It has been a tough few years for the world markets with Covid etc. and Andy and Kevin provided us with reassurance and a steady hand, leaving us to focus on enjoying our retirement Recommended
In collaboration with Kevin Wood
Have worked with Kevin and Andy since day one and find their advice and enthusiasm to help and secure the safest home for my investments, for which i can't praise highly enough and would definately recommend to anyone. Thank you, keep up the good work and onwards and upwards.
In collaboration with Kevin Wood
A huge thank you to Kevin Wood and Andy at Oakfour who has guided Tracey and I though our financial life choices and help us to start to realise our goals... I simply cannot recommend Kevin and the team highly enough. Just incredible service and real insight into financial planning. oakfour.co.uk for anyone who’d like to see what the future should be like! Maybe more golf and mountain biking... but things are going to be different for sure.
In collaboration with Kevin Wood
Another excellent review meeting with Kevin. Huge thanks to him and his team for their insight, support and pragmatic advice on a range of topics. Kevin is highly skilled and always sees the bigger picture whilst having strong attention to detail and a clear understanding of short and long term goals. Highly recommended.
In collaboration with Kevin Wood
I have trusted Kevin, Andy and the team with my finances for 5 years, it is the best choice I have made. I consider them as life coaches who have helped me in so many ways. Thank you, Oak Four
In collaboration with Kevin Wood
As a fairly new customer time will tell as to the financial genius 😆of the Oak Four team but so far … outstanding!! From day one I have felt as though I am one of the family; solid and timely advice, superb communication, patient yet persistent and thoroughly professional. My third financial advisor in 15 years but I think I’m home.
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