Our credentials
Our award-winning team has over 30 years of combined personal experience in financial services, specialise in working with business owners, entrepreneurs, executives and professionals with a net worth of between £2m and £25m.
February 2023
Oak Four becomes an Accredited Financial Planning Firm™
CISI definition: Accredited Financial Planning Firms™ demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.
October 2021
Oak Four are awarded the prestigious David Norton Building Excellence Award by the Chartered Institute for Securities and Investment.
January 2021
We conducted our annual survey to clients and received an NPS® score of 96! This is a testament to our unwavering commitment to our clients, our people, and our reputation. Oak Four is never afraid of truly adapting and tailoring our services to ensure complete satisfaction and each and every member of our team is dedicated to providing the very best.
January 2018
Founders, Kevin Wood, CFP™ and Andrew Wearing open the doors to Oak Four Limited following successful careers with other financial planning companies.
