Oak Four Limited
We provide a comprehensive range of assistance and support to business owners and professionals.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Savings for children
School fees planning
Income protection insurance
Payment protection insurance
Capital gains tax
Last authorised 17th February 2020
Meet our advisers
Director and Financial Planner
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
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.
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.
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.
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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Online (Live chat, video, email)
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