Oak Four Limited

Independent Financial Adviser  Oak Four Limited, Tamworth, Staffordshire, B77 5PA
First meeting at adviser's own cost
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
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Kevin Wood
Director and Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I am very happy with the advice and results from working with Kevin at Oak Four. Perhaps more valuable than the short term satisfaction of having the financial house in order and seeing initial investments progress as planned is the feeling of genuine preparedness for the 'unknowns' that will likely crop up in years to come. I not only only feel confident in the specific plan I've made with Kevin, but also trust that his knowledge and enthusiasm for what he does will serve me well in the future, however that might look.
John Newbold, Birmingham
Kevin is the most openly honest man that I have ever come across within the financial services sector, his approach is very refreshing, his integrity and reliability are as good as it gets, as he takes the time to explain things in the finest of detail, he always goes the extra mile.
M Grogan, Derbyshire
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.

Where to find us

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

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
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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