What to expect
FINANCIAL ADVISERS SELBY
Would it give you reassurance to know that your financial adviser had been serving the local community for over 25 years? We all want a Financial Adviser that is local to you, fully independent and dedicated to supporting the local community. This is exactly what you will get if you choose to work alongside us. We are always on the end of the phone, available for a meeting at our offices in Pontefract or at your home.
Oakworth Financial Planning have been providing bespoke financial advice to the people of Selby and surrounding areas since the company began in 1992, and we will continue to do so for many years to come.
So, if you are a resident of Selby, Tadcaster, Sherburn, Eggborough, Monk Fryston or the surrounding areas, Oakworth Financial Planning is the company for you.
WHAT IS IT WE DO?
You may have been working towards building up your pension plan, or perhaps you are looking to start saving or investing. You may even want to assess your options for life cover after starting a family or having bought a new home. We even cover NHS benefits and estate planning. We are a truly versatile IFA and pride ourselves on our range of skills throughout the team.
The answer to the above question, what is it that we do, is simply that we provide all types of financial advice to a very high quality and we are committed to helping you in every way that we can. Each of our IFAs / Financial Advisers / Financial Planners…whatever you’d like to call them, are qualified to advise on every aspect of investments, pensions and life cover, and are able to work out what is financially right for you.
If in addition you need assistance with an accountancy or legal matters, then we have strong links with many local professionals. We will go out of our way to prove to you that we are dedicated to helping members of the local communities we are part of with our financial advice and expertise.
WHAT MAKES US THE RIGHT FINANCIAL ADVISERS FOR THE PEOPLE OF SELBY?
The majority of our team are local to the area and live nearby. As locals ourselves, we feel we know the people and therefore value the opportunity to help them. We feel extra rewarded when we help somebody that is local to us, as the people of Selby are.
The community spirit of Selby is mirrored in ethos of our company. Whether it is sponsoring local sports teams, summer festivals or supporting community volunteer projects, we feel it is important to give back to an area that has helped sustain our business for so many years.
We pride ourselves on first class client relationships which stand the test of time. With Oakworth Financial Planning there is no jargon, complicated products to understand or pushy sales techniques. In a nutshell, we treat our clients how we would like to be treated ourselves. Getting to know you, understanding your needs, and working in a partnership, is how we can provide an all-round service tailored to you.
We also provide retirement planning in Selby which you can find out more about.