Our Process for your Financial Success

Before totally committing your time, a 15-minute phone call will give us both a chance to make sure that we’re a great fit.

There is no cost or obligation for our process – we want to know exactly how we can help you before you pay us a single penny in fees.

Either in office or virtual, we want to dive deeper into what we discussed previously and go over any financial documents that are necessary to better understand you and your situation. It’s all about getting clear on your goals, concerns, and unique financial situation.

Through our conversations, our experienced team will answer your most important questions:

• Can I afford to retire?
• Am I overpaying my taxes?
• Can my portfolio be improved?
• Can I eliminate, or at least reduce threats to my retirement?
• Can I help those people I care about financially?

During this meeting, we will go over what you need to do to achieve your financial goals. We will ensure that this is clearly communicated (with no unrecognisable financial jargon)!

See, in pounds and pence, how our firm can improve your finances and decide if you’d like to work with Oak Four.

We know that money decisions are big decisions after 15+ years in the industry. Ask yourself these questions to decide if you’d like to move forward with our firm:

Do I like/trust/respect the team at Oak Four Financial?

• Will the benefits they provide exceed their cost?
• Do I understand and agree with their investment philosophy?
• Do their recommendations make sense to me?

Before taking the first step on your journey, we’ll have one more meeting to answer any questions you might have. If you’re ready to go, we’ll start the paperwork for you to become a client!

If you have any questions or concerns, don’t hesitate to let us know.

The final step isn’t just a step – it’s a perpetual process.

Our ongoing service is designed to help keep you on track, make course corrections, and keep you well organised through the changes that are inevitable throughout your lifetime.