Kevin Wood Cfptm
Founder, Certified Financial Planner, Investment Adviser @Oak Four Limited
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WORK HISTORY
Founder, Certified Financial Planner, Investment Adviser @Oak Four Limited
Lichfield, GB
Founded an independent, fee‑only planning firm serving high‑net‑worth business owners and executives.Created The Enough Plan™ and The Oak Four Retirement System: structured frameworks that align withdrawal, tax and investment strategy.Advise clients with typical net worths of £1.5M–£50M on retirement income, tax reduction and legacy planning.Deliver practical actions: withdrawal rules, tax optimisation tactics and tailored investment frameworks that increase client confidence and reduce regret.Lead a selective client service model focused on long‑term relationships and measurable outcomes.
ABOUT KEVIN WOOD CFPTM
If your future self could thank you for one financial decision today — what would it…
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