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.
Oak Four are awarded the prestigious David Norton Building Excellence Award by the Chartered Institute for Securities and Investment.
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.
Founders, Kevin Wood, CFP™ and Andrew Wearing open the doors to Oak Four Limited following successful careers with other financial planning companies.