FinTech, Retirement planning, Investments Melissa Canham FinTech, Retirement planning, Investments Melissa Canham

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

Discover an incredible episode with Abraham Okusanya and Kevin Wood, Managing Director of Oak Four, as they share insightful perspectives on the industry. Learn about Kevin's firm set-up, the joys and challenges of starting from scratch, hard lessons in financial planning, and the productivity battle between boutique and larger firms. Uncover what lies ahead for Oak Four's tech stack. Don't miss this engaging discussion!

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FinTech, Retirement planning, Investments Melissa Canham FinTech, Retirement planning, Investments Melissa Canham

Ep 56: Navigating your financial journey with Berry & Oak

Join Abraham in a captivating conversation with Andrew and Sarah Elson, owners of Berry & Oak. From their humble beginnings in a bank to running their successful business, they share their journey, discuss the power couple dynamics, team growth, operations, marketing strategies, financial planning, and exciting plans for the future. Tune in for inspiration and valuable insights into the thriving world of Berry & Oak.

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