Will your money last as long as you do?

Create a plan. Invest Smarter. Enjoy your life.

Our Goal

Inspired decisions

Understand where you are. Believe in where you're going. Be confident in the decisions that'll get you there.


Our Values

Oak Four is a values driven financial planning firm based in the UK. Our company was founded on the belief that Financial Planning is in need of a reboot. People told us that other advice was too complex, that existing plans were too hazy and that historical results were too unpredictable. Oak Four was created to remedy this. We’ve put those customer pain points at the heart of what we do and designed our services, fee structure and investment methodology to enable customers to make financial decisions they truly understand and trust.

Working with us


Proven Process.

Our full service process spans 4 key areas of your financial life.


Transparent Fees.

Simple and clear pricing for financial newbies or seasoned pros.


Real peace of mind.

No fake stories here. We'll put you in direct contact with existing happy customers.

Oak Four

Free advice & news

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