Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood 

FinTechRetirement planningInvestments
Written By Melissa Canham
 

You can also listen to the episode on Spotify and Apple Podcasts.

In this episode:

Join Abraham Okusanya for an incredible episode featuring Kevin Wood, Founder of Oak Four, for his insightful perspectives on the industry.

Here’s what is covered in the episode:

  • The set-up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clients

  • The joys and pains (but mostly joys) of setting up a firm from the scratch 

  • Hard lessons on how NOT to do financial planning 

  • The productivity battle - boutique vs. larger firms

  • Shaping your tech stack - What's next for Oak Four

Who is Kevin Wood?

Kevin has been an authorised financial adviser for over 10 years. Founder of Oak Four, he provides clients with a methodical structure to consider all aspects of their financial planning needs. Kevin prides himself on articulating complex issues in a manner that makes sense.

Motivated by his desire to help people achieve the freedom to make different life choices, Kevin has a passion for financial coaching and providing clients with an extremely valuable perspective to give solutions for achieving their key goals.

Find Kevin here:

Melissa Canham
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Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
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Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology