Oakworth Financial Planning Ltd 45 Newgate, Pontefract WF8 1NB
About the Business
Oakworth Financial Planning Ltd is a leading financial institution located at the heart of Pontefract in the United Kingdom. Our establishment has an unwavering commitment to providing unparalleled financial planning services to our clients. We believe that everyone deserves access to credible and reliable financial advice that suits their unique circumstances.
As a regulated finance institution, our team of financial experts offers a wide range of services that cater to the various needs of our clients. Whether you're looking to invest your money, plan your retirement, protect your assets, or find the best mortgage deals, we've got you covered. Our financial planning approach is tailored to meet your specific needs, and our team of experienced and trustworthy advisors are dedicated to helping you make informed financial decisions.
We pride ourselves on being a point of interest for our local community, and our location at Oakworth House provides a welcoming atmosphere for clients to discuss their financial goals in a relaxed and professional setting. We understand that financial planning can be complex and challenging, but our team is committed to making it simple and accessible to everyone.
Furthermore, we stay up to date with the latest financial trends and developments to ensure that our clients receive the best advice and services possible. We offer a holistic approach to financial planning, ensuring that every aspect of your financial life is taken into consideration.
At Oakworth Financial Planning Ltd, we value our clients' trust in us and strive to build long-lasting relationships. We are committed to providing high-quality financial planning services that help you achieve your financial goals and aspirations. Contact us today to book an appointment and experience our exceptional financial planning services firsthand.
Photos
Location & Phone number
Oakworth House, 45 Newgate, Pontefract WF8 1NB, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"I would like to say a huge thank you to Ross at Oakworth Financial Planning Ltd as he has provided an excellent service. He has supported me through the pension transfer process, with detailed information and prompt and comprehensive responses to my many questions! When I was doing my research and considering my options it all seemed so complicated, so I can’t believe Ross has made this experience stress free and it has all gone so quickly and smoothly. I would highly recommend Ross and Oakworth to anyone who is looking for a highly professional and responsive service. Thanks again"
"I recently contacted Oakworth financial planning for advice re investment of monies I received from my late mum. The advisor was very professional. I was at ease with his suggestions. Paperwork was provided promptly for me to absorb prior to a second meeting with the advisor. Excellent service."
"I have been very impressed with the service I have received from Rachel. I have dealt with her regarding financial advice on a number of occasions. Through difficult times she has been understanding and compassionate but what also shines through is her competence and efficiency. I have been particularly impressed by the professionalism of everyone I've dealt with at Oakworth and their promptness when dealing with enquiries."
"Meeting Rachel was wonderful she is the warmest caring and most professional person I've met when looking for financial advice. She makes herself available when I want to talk to her and nothing is too much trouble. She made me feel very comfortable to ask any questions even the daft ones which she patiently explained. The team she works with are obviously very supportive of one another as messages were passed on efficiently and responded to in a very reasonable timely fashion. I am very happy with the service well done Oakworth."
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