About Oakworth Financial Planning Ltd

We provide retirement planning, life cover and investment advice for people in the local area. Our philosophy is to help people to feel confident about their finances, to be clear about how much money they have, and what they can do with it.
Oakworth Financial Planning Ltd is a successful IFA firm based in Pontefract. The company, formed in 1994, enjoys a reputation as one of the foremost investment and retirement planning organisations in the North. Our reputation is based on sound financial advice and meeting our clients needs. We are totally independent, providing a comprehensive range of advice and we are firm believers in the principle of treating our customers fairly. Our focus is to build lasting relationships with our clients and to work together to provide long term solutions to your financial planning needs.We take time to get to know you, and find out what you’d like your future to look like. Then we look at how we can make that happen for you and your family.We’ll talk you through all the options, explain things clearly, and give you time to go away and think about things before making a decision. Oakworth Financial planning can be the perfect financial advisors for you.
Pensions & retirement: