Oakworth Financial Planning Ltd
Oakworth Financial Planning Ltd is a financial services company based in Pontefract, England. They specialize in providing expert financial advice and planning to their clients as professional financial advisors.
Introduction to Oakworth Financial Planning Ltd
Oakworth Financial Planning Ltd is a financial advisory company based in Pontefract, England. The company was established with a vision to provide the best financial planning services to its customers. Oakworth Financial Planning Ltd has been operating successfully for several years and has helped numerous clients to achieve their financial goals. They are unique because they offer personalized financial planning services to each of their clients.Services & products
Oakworth Financial Planning Ltd offers a variety of financial planning services to its clients. They provide financial advice and planning services for individuals, families, and businesses. Some of the services offered include investments, pensions, retirement planning, inheritance tax planning, and protection. Their financial advisors work closely with clients to understand their financial goals and create a personalized financial plan to achieve those goals.Location
Oakworth Financial Planning Ltd is located in the heart of Pontefract, a historic market town in West Yorkshire, England. The area is known for its rich history and is home to many local businesses, shops, and restaurants. The company is easily accessible by public transportation, with the closest bus stop (Newgate) just a few steps away. The nearest train station is Pontefract Monkhill, which is approximately 1.5 miles away from the company. Other nearby public transportation options include Pontefract Tanshelf station (1.7 miles) and Glasshoughton station (2.5 miles).Benefits
Oakworth Financial Planning Ltd is the best choice for customers looking for personalized financial planning services. The company's financial advisors work closely with clients to understand their unique financial situation and create a personalized financial plan to achieve their goals. Oakworth Financial Planning Ltd has a team of experienced and qualified financial advisors who provide expert advice and guidance to their clients. The company is committed to providing excellent customer service and ensuring that their clients are satisfied with their services.Good to know
Customers should be aware that Oakworth Financial Planning Ltd is a regulated company authorized and regulated by the Financial Conduct Authority (FCA). The company is also a member of the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII). Oakworth Financial Planning Ltd is committed to providing impartial financial advice and is not tied to any specific financial product provider.Reviews
Customers have praised Oakworth Financial Planning Ltd for their excellent customer service and personalized financial planning services. They have been described as knowledgeable, professional, and approachable. Customers have also praised the company for their transparency and honesty. Overall, customers have had a positive experience with Oakworth Financial Planning Ltd and would recommend their services to others.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
FAQ
What experience does your company have in providing financial advice?
We have over 20 years of experience in providing financial advice. Our team of financial advisors are highly qualified and have extensive knowledge of the financial industry.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the complexity of the client's financial situation. We provide a clear breakdown of all fees during our initial consultation.What types of financial products do you offer?
We offer a wide range of financial products, including pensions, investments, mortgages, life insurance, and tax planning services. Our financial advisors work closely with clients to determine which products are best suited to their individual needs.How do you determine the best financial strategy for your clients?
We take a holistic approach to financial planning, taking into account a client's overall financial situation, including their income, expenses, assets, and liabilities. We work closely with clients to understand their financial goals and objectives, and develop a customized financial strategy to help them achieve these goals.Can you provide references from satisfied clients?
Yes, we are happy to provide references from satisfied clients upon request. We take pride in the quality of our services and are confident in our ability to deliver results that exceed our clients' expectations.Reviews
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Kath Richardson
Positive: Professionalism, Quality, Responsiveness, Value
28-02-2023
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Mark Cavill
I worked with Jack Amery at Oakworth, he was incredibly knowledgeable throughout and guided me through my options on what was a relatively complex situation regarding pensions and investments. Easy to deal with and swift and prompt in all communications. Would and have recommended to friends and family.
29-01-2023
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Martin Hutchinson
Very informative and friendly. Would highly recommend
29-06-2022
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Lyndsey Rushworth
Rachel is very professional and very understanding of what our needs are. Rachel goes above and beyond to find the best options available to us and is always available to help with any query or concern. I wouldn't trust my financial affairs with anyone else.
29-05-2022
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Sue B
I've been with Oakworth for 6 years and have complete trust in Rachel to handle my portfolio. A very professional but friendly team. Thank you Oakworth.
29-05-2022
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Paula Skelton
Oakworth was recommended by a friend, and Rachel assisted by reviewing my various pension investments. Investigating and providing information about which ones would be beneficial to transfer to a better provider and combine. The service Rachel provided was informative, knowledgeable and I felt at ease after many questions were answered. The complexity and terminology was explained in a simplistic manner, the home visits were very helpful due to work commitments. The service provided by Rachel was professional and I would definitely recommend Rachel and Oakworth Financial.
29-05-2022
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Kevin Griffiths
I received fantastic service from Rachel Tunnicliffe and John Liddle. Very thorough and excellent service. I would highly recommend using this company.
29-05-2022
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wayne rotherforth
Found them easy to talk with
29-05-2022
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Wendy Sambrook
29-05-2022
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Judith Ohara
I would recommend Oakworth Financal Planning. Fast , efficient , friendly service.
29-05-2022
