📍 Relay Drive, Wilnecote, Tamworth B77 5PA
📍 Address: Relay Drive, Wilnecote, Tamworth B77 5PA, United Kingdom
📞 Phone: +44 1827 264485
🌐 Website: oakfour.co.uk
In a complicated world its extremely reassuring to have Kevin and the team working with us to help us achieve our financial and life goals. Excellent financial planning and investment advice from a very friendly team. Thoroughly recommend.
We have been working with Oak Four and the team for ten years plus. When selecting a IFA people tend to concentrate on the promised returns, which is far from what you need to look for in an IFA. The reality is that many IFA are looking at the same or similar data when making investment decisions however, the only true variant is the risk profile the client has selected. The greater benefit of a trusted IFA is a team that understand the financial and life goals for you and your family, only by working closely with the family can an IFA fully understand what you want as a family now and in the future. In our opinion, Oak Four know and appreciate the importance of such a relationship which is why we put our trust in Oak Four, a good IFA is someone you and your family can trust implicitly which is why we have trusted Oak Four for many years.
We have been working with Kevin, Andy and the Oak Four team for the last couple of years now and are only regret is that we didn't move to them sooner! They are professional, pragmatic, approachable and the advice they have given us has been invaluable. We view them as essential trusted partners in what the future looks like for ourselves, our retirement and the legacy we leave for our children. We could not recommend them highly enough.
My wife and I have been working with Kevin Wood and his team at Oak Four for many years now, and we can honestly say it’s been one of the best decisions I have made for our financial future. From retirement planning and pensions to making sure our estate and assets are effectively managed and can be efficiently passed on to our children, they’ve taken what could have been a really overwhelming process and made it clear, structured, and manageable. What we really appreciate is how Kevin listens — he takes the time to understand my goals, my concerns, and even the way I think about money. His advice never feels “off the shelf” - it always feels tailored to me. The tools and methods Oak Four uses give me confidence that the strategies we’ve put in place are grounded in solid data, not just guesswork. And when tax rules or markets shift, he and his associates are quick to explain what it means and how to adapt, which has been a huge relief in these uncertain times. Most importantly, I have found Kevin and his team to be trustworthy, approachable, and genuinely invested in helping me succeed. They have taken away so much of the complexity and stresses that come with financial planning, and given us clarity and peace of mind. We would happily recommend Oak Four to anyone looking for thoughtful, reliable, and down to earth financial advice.
Oak Four are an exceptionally professional team who truly stand out in the finance and wealth management sector. Their communication is clear, consistent, and always client-focused, making every interaction smooth and efficient. The team’s depth of knowledge and expertise is evident in the quality of advice and guidance they provide, offering well-considered solutions tailored to individual needs. Oak Four are a trusted and highly capable partner for anyone seeking reliable financial and wealth management support. Thank you for your support todate and long may it continue.
I’ve worked with Kevin for a number of years and consistently found his advice sound. We have a great working relationship and he shows a genuine interest in our family and individual goals. Over the years he’s helped me navigate a number of key financial stages - from the sale of my company, to subsequent investing, estate planning, tax advice and everything in between!
I have always received Excellent advise and customer care from Kevin and Andrew, giving me a clear vision of my financial situation with a very comprehensive “life plan” giving me peace of mind for my future retirement. I fully recommend Oak four to anybody looking to have peace of mind with there finances.
Oak Four Limited is located at Relay Drive, Wilnecote, Tamworth B77 5PA, United Kingdom
You can contact Oak Four Limited at +44 1827 264485
You can find directions to Oak Four Limited by following this map link
70 Saint Johns Close, Knowle, Solihull B93 0NH, United Kingdom
5 Saltway, Droitwich Spa, Droitwich WR9 8LB, United Kingdom
369 Hagley Road West, Quinton, Birmingham B32 2AL, United Kingdom
16 Oaklands, Curdworth, Sutton Coldfield B76 9HD, United Kingdom
98 High Street, Henley-in-arden B95 5BY, United Kingdom
Tanworth in Arden, Solihull B94 5DN, United Kingdom