Oak Four Limited - Tamworth

John W.

A very big thank you to Kevin, Andy & all the team at Oak Four Ltd, for all their help and support in advising Julie & I in all our financial affairs since 2018. Following unplanned early retirement due to ill health & having researched "Independent Financial Advise" it really was a godsend to discover Kevin & the team at Oak Four. With their expert , honest and reliable advise we have been able to navigate the minefield of financial planning for the future in retirement. Ensuring our savings & private pensions are invested securely & tax effectively for the future. This has enabled us to live securely and comfortably. We don't know were we would have been without Kevin and his wonderful team. If we could give 10 stars we would.

Michela B.

Oak Four Ltd were recommended to me by a friend and I am so glad that I followed up on this. Right from the start I felt valued. Communication has been excellent throughout from the whole team. I predominantly wanted guidance on my pensions and this has been provided with clarity in a very down to earth, honest and easy to understand way by Kevin. The advice given has felt very person-centered and I feel reassured that my finances are likely to be in a better shape going forwards. I can't recommend them highly enough.

wayne R.

Like many people, we sought advice from OakFour to sort out a mixed bag of pensions – final salary and money purchase. We have been a customer of Oakfour for over 5 years now and overall would rate them very highly.

Initially, they unravelled the maze of our pensions and gave us great advice, even recommending an pension specialist for one particularly complex old pension. This gave us a great start to our retirement.

Since then, our investments are actively managed, we have in-depth reviews to plan for the year ahead coupled with regular market updates

On a more personal level, Andy and Kevin are very approachable and helpful, provide support whenever needed and great customer service . It has been a tough few years for the world markets with Covid etc. and Andy and Kevin provided us with reassurance and a steady hand, leaving us to focus on enjoying our retirement

Recommended

Paul W.

A huge thank you to Kevin Wood and Andy at Oakfour who has guided Tracey and I though our financial life choices and help us to start to realise our goals...
I simply cannot recommend Kevin and the team highly enough. Just incredible service and real insight into financial planning. oakfour.co.uk for anyone who’d like to see what the future should be like!

Maybe more golf and mountain biking... but things are going to be different for sure.

Richard M.

As a fairly new customer time will tell as to the financial genius 😆of the Oak Four team but so far … outstanding!! From day one I have felt as though I am one of the family; solid and timely advice, superb communication, patient yet persistent and thoroughly professional. My third financial advisor in 15 years but I think I’m home.

Dino D.

Another excellent review meeting with Kevin. Huge thanks to him and his team for their insight, support and pragmatic advice on a range of topics. Kevin is highly skilled and always sees the bigger picture whilst having strong attention to detail and a clear understanding of short and long term goals. Highly recommended.

nick J.

I have trusted Kevin, Andy and the team with my finances for 5 years, it is the best choice I have made.
I consider them as life coaches who have helped me in so many ways. Thank you, Oak 4

Rob

Have worked with Kevin and Andy since day one and find their advice and enthusiasm to help and secure the safest home for my investments, for which i can't praise highly enough and would definately recommend to anyone.
Thank you, keep up the good work and onwards and upwards.