What to expect

FINANCIAL ADVISERS SELBY

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Are you looking for a financial advisor that is local to you, fully independent and dedicated to supporting the local community? Oakworth Financial Planning has financial advisors in Selby with over 25 years of experience. 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 has been providing bespoke financial advice to the people of Selby and surrounding areas since the company began in 1992 and 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.

Financial Options in Selby

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You may be looking at working towards building up your pension plan, or perhaps you are looking to start saving or investing. Or, you may even want to assess your options for life cover after starting a family or having bought a new home. Our financial advisors in Selby are truly versatile, and we pride ourselves on our range of skills throughout the team. Oakworth Financial Planning provides all types of financial advice at a very high quality, and we are committed to helping you in every way that we can. 

In addition to this, if you need assistance with accountancy or legal matters, 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.

Financial Advisors in Selby

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The majority of our team are local to the area, and a few of our financial advisors live in Selby and the surrounding villages. So, as locals ourselves, we feel we know the people and therefore value the opportunity to help them. The community spirit of Selby is mirrored in our ethos. 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.

Our financial advisors in Selby pride themselves on having first-class client relationships. With Oakworth Financial Planning, there is no jargon, complicated products to understand or pushy sales techniques. In a nutshell, our Selby financial advisors will treat clients the way 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.

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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