Client stories

Client Stories

Angela’s story

“I first came across Oakworth FP when I attended a pre-retirement course they were running where I worked as a senior pharmacy manager. I was in my late 50s at the time and had been thinking about retirement, so this gave me the opportunity to look into it…

The presentation confirmed that I could afford to retire a bit earlier. Then it was a case of needing to know what to do with my money. I knew it was no good putting it into a bank and wondering what – if anything – would happen to it, but other than that, I had no idea.”

Steve’s story

“We know Richard through family, but we first got in touch professionally five years ago when my wife and I were looking to move house and relocate back to Yorkshire…

The information he gave us was concise, and in a language that my wife and I could understand. We both work for the NHS, and we’re not familiar with financial terminology, so having everything explained in lay terms was really helpful.”

Ted’s story

“When the government changed the ruling around when you could access your pension I began to think about taking mine out and investing it, rather than leaving it until retirement and risk not being able to hand it down to my children.

A few of my colleagues at work went through a similar thing and used big companies, but I wanted to use someone local. I knew of Oakworth FP because my wife used to work at the school near their office. I went to meet Richard and liked their approach.”

Get in touch


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



0800 018 6020


    We'll only use the data you choose to enter here so that we can chat about your query. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. Take a look at our privacy policy for more info.

    I agree to Oakworth Financial Planning's privacy policy.