Oakworth Financial Planning Ltd - Pontefract

Oakworth Financial Planning Ltd is a financial consulting firm located at Oakworth House, 45 Newgate, Pontefract WF8 1NB, United Kingdom. They can be reached by phone at 1977600020 or through their website at oakworthfp.co.uk.

This company specializes in financial consulting, providing a range of services tailored to meet the unique needs of their clients. They offer onsite services, and also provide the option of scheduling appointments online, making it convenient for clients to access their expertise.

The office is fully accessible, with a wheelchair accessible entrance, parking lot, and restroom. They are committed to creating an inclusive environment, and welcome clients of all backgrounds, including those in the LGBTQ+ community.

Oakworth Financial Planning Ltd has received a high level of praise from their clients, with a 5/5 average rating based on 108 reviews on Google My Business. This is a testament to their dedication to providing exceptional service and expert guidance.

If you are looking for a financial consultant, Oakworth Financial Planning Ltd is an excellent choice. Their team of experienced professionals is committed to helping you achieve your financial goals. You can learn more about their services and schedule an appointment by visiting their website at oakworthfp.co.uk. Don't hesitate to contact them today and take the first step towards securing your financial future.

Reviews of Oakworth Financial Planning Ltd

Ioana Guta

5/5

We used Oakworth for financial planning with family circumstances changing. Lee was a great support, very knowledgable and professional. The advice has been thorough and we are very happy with the service!

Dilip Kanji

5/5

I have been with Oakworth financial planning for 2 years since deciding to move my pension and am really happy with the service provided. I researched numerous financial advisors via Unbiased and checked out reviews before finally contacting Oakworth.
Obviously moving a pension is a massive step and can be quite nerve wracking but Richard was extremely friendly and patient and explained everything clearly and at my pace. Prior to recommending a pension we talked at length about my financial goals and my attitude to risk.
He made sure that the requirements I had regarding online access were met and that the pension he recommended was right for me.
Since moving my pension I have had face to face pension reviews and Richard has always been at hand to answer any questions I have had promptly and efficiently.
Overall I have been extremely satisfied with the service I have received and would have no hesitation in recommending Oakworth financial planning to anyone looking for financial advice.

Karen

5/5

From beginning to end, Richard at Oakworth has been fabulous. I've consolidated some old pensions and transferred an ISA with his support. The advice has been thorough and his patience is unwavering (I asked a lot of questions)!
I'm delighted with the service, advice and outcome. I'd thoroughly recommend.

Andrew Potts

5/5

Oakworth provided excellent support with my retirement planning. The advisor, Ross, took time to understand my particular circumstances and requirements and provided relevant information in an easily understandable format to enable a suitable retirement plan to be formulated. Questions were answered quickly and expertly and the administrative support was good. An all round high quality financial planning service.

V. Zaremba

5/5

Oakworth was recommended to us by family, and after using their service we were very impressed. We asked Richard for advice on retirement planning, and his approach was brilliant. He talked us through the options, explaining everything in simple terms. It's easy to put this kind of thing aside till later in life, but there's no point putting it off, Richard made us realise it's not as complicated as it seems.

Debbie Bell

5/5

I have met with Jack from the company a couple of times, to discuss options for a private pension.
On both occasions, I found him to be polite, professional and knowledgeable.
I felt that he went above and beyond what I expected from a financial advisor. From my experience with the company, I would definitely recommend them for consideration for any type of financial planning.

Martin Winbolt-Lewis

5/5

Having been with Oakworth since retirement in 2011 I feel I have been well served by all my advisers. I was given a presentation by them whilst I was working in the NHS and have stayed with them since then. Ross Megretton in the present and Rachel before him have met with me to discuss finances and I have been advised by them to break new ground. They respond to messages promptly too.

Peter Brankin

5/5

Richard Douglas has provided excellent support and advice since we transferred our financial affairs to his company. Work has been carried out swiftly. Richard and staff we have contacted have been friendly, efficient and through. Many thanks.