Oak Four Limited

Independent Financial Adviser Oak Four Limited, Pacific House, Relay Point, Wilnecote, Tamworth, Staffordshire, B77 5PA
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
We provide a comprehensive range of assistance and support to business owners and professionals.
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Kevin Wood
Director and Financial Planner
What our clients say
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
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
Where to find us

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

Make an enquiry
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.

Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£1,000,000
Minimum pension value
£250,000
Compliance

Oak Four Limited is a Limited Company registered in England with company number 10503951. Oak Four Limited is Authorised and Regulated by the Financial Conduct Authority (FCA), Firm Reference Number 785589.

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