Oak Four Limited

Independent Financial Adviser  Oak Four Limited, Tamworth, Staffordshire, B77 5PA
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FCA authorised
Last authorised 14th June 2021
We provide a comprehensive range of assistance and support to business owners and professionals.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Kevin Wood
Director and Financial Planner
About us

Oak Four provide specialist financial advice to business owners and professionals.

We aim to take away your fear and anxiety by providing clarity, confidence and peace of mind, in a down to earth, no jargon manner.

Our services

We understand your personal and professional lives are often intertwined, so we deliver a cohesive strategy that incorporates all aspects of your life.

Using face-to-face interviews and advanced forecasting software we’ll help you understand where your finances are right now, imagine where you want to be in the future, and co-develop a roadmap that will get you there.

Preferred clients
Minimum wealth (income/assets)
£1,000,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Oak Four Limited, Pacific House, Relay Point, Wilnecote, Tamworth, Staffordshire, B77 5PA

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