WE’RE FINANCIAL ADVISERS, BASED IN PONTEFRACT

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.

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.

THIS IS HOW WE HELP


Our clients are looking for financial advisers that can advise them on how to invest their savings, protect their family, or plan their retirement.

Some want to find out if they can afford to help their children to get on the housing ladder, set up savings for their grandchildren, or avoid paying too much Inheritance Tax.

Many of our clients are looking for support from a small, family firm rather than a big corporate company.

They want to work with financial advisers who are a bit like them – who understand their situation and what they’re trying to achieve, and who they can trust to do the right thing for them and their family.

 

WHAT OUR CLIENTS SAY ABOUT…

“I’d done my bit for the company and seen other people wait until 65 to retire, only to find they then had health problems… I didn’t want that to be me.”

“At the same time as having our little boy, we also lost a good friend very suddenly, which made us think: what if something happened to one of us?”

“You get the feeling that no matter how much you have, they would give you the same level of service, and that they just want to do their best for you.”

Get in touch

We’d love to hear from you. Contact us via the below or complete the form and one of our friendly team will be in touch.

ADDRESS

Oakworth House, 45 Newgate, Pontefract, West Yorkshire, WF8 1NB.

EMAIL ADDRESS

admin@ifa-oakworth.co.uk

PHONE NUMBER

0800 018 6020

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