Kevin Wood

VouchedFor Top Rated Financial Planner I'm a Certified Financial Planner (CFP™), specialising in retirement & tax planning for business owners, entrepreneurs and c-suite professionals. I founded Oak Four Financial planning because I felt that investors deserve better. Our mission is to serve those who know they deserve more. A smart, prudent approach to investing based on truth, a caring and thoughtful team of experts, and a disciplined financial partner to help you endure the chaos of the modern world. I'll help you answer the REAL question when it comes to your money; Will I be OK? It all boils down to what we need our money to do for us and whether we have enough to do those things. Typically, I hear some variation of the following questions: - Can I sell my business and still live the life I want to live, without worrying about money? - Can I help those I care about (financially), without it affecting my own quality of life? - When can I stop working and do all the things I want to do? My team of experts and I will work with you to develop a plan to help you get from where you are, to where you want to go whilst optimising your financial position. Our clients tell us that this process helps them feel that they have complete clarity and confidence over their financial future whilst freeing them up to enjoy the things that matter most to them. We work with a limited number of successful business owners, senior professionals and their families to defragment their financial lives. By co-creating a 'Financial Roadmap' with you, you'll have clarity over how your assets can be used to support your lifestyle throughout the balance of your lives. Our clients are typically looking to: * Consolidate and improve upon existing arrangements. * To be more proactive and aggressive in sorting out their retirement planning. * Simplify their affairs, and have a desire to have better, easy-access visibility on all of our arrangements. We'll help you to: 1. Clarify goals, investment timescales and risk appetite; 2. Re-assess existing investment portfolio(s) and advise on where changes could be made that better aligned to those goals, investment timescales and risk appetite; 3. Advise for or against ideas of your own, and act as a check on some ideas for "speeding things up"; 4. Provide an overall financial strategy for you and your family Where other advisers' first questions might be about how much you earn, your disposable income, existing portfolio size etc., Our first questions are all about what your goals/ambitions are, what's important to you in life and where you want to be. We'll take the time to really get to know you, rather than simply diving in with a one-size-fits-all formula. Personally, I love spending time with my family and keeping fit. I'm married to Jen and have 3 boys aged between 21 and 13. We have a robust and systematic process for working with you which begins with a meeting to discover whether we are the right 'fit' for you. This carries no cost or obligation and usually lasts around one hour.