Financial Advisors Ackworth

                                      

Wouldn’t it be nice to use a Financial Adviser that is local to you, fully independent and dedicated to supporting the local community?

Would it give you further reassurance that they have been serving the local community for over 25 years?

Oakworth Financial Planning have been providing bespoke financial advice to the people of Ackworth since the company began, and we will continue to do so for many years to come.

So whether you live in High Ackworth, Low Ackworth, Brackenhill or Moortop, Oakworth Financial Planning will be able to help.

What is it we do?

                                      

It may be that you’ve spent your working career building up your pension plan or perhaps you’re looking to start saving. You may even want to assess your options for life cover after starting a family or having bought a house.

The quick and easy answer is that we do all forms of financial advice. All our IFA’s / Financial Advisors / Financial Planners…whatever you’d like to call them, are qualified to advise on every aspect of investments, pensions and life cover.

If you need assistance with an accountancy or legal matter then we have strong links with many local professionals.

 

What makes us the right financial advisors for the people of Ackworth?

                                      

Many of our advisers are local to the area and two live in the village. We know the people and would value the opportunity to help them. The community spirit of Ackworth is in direct correlation to the ethos of our company. We pride ourselves on first class client relationships which stand the test of time. We also speak your language – there will be no jargon, complicated products to understand or any sales techniques. In a nutshell, we treat our clients how we would like to be treated ourselves. The amount of longstanding clients is testament to doing things the right way.

Our personal attachment to Ackworth

                                      

We are proud sponsors of the Ackworth Juniors Kickabout Club (read the full article here)  and have a long history of sponsoring the Prince of Wales memory walk through the village.

Mr B.Wilson – Ackworth Resident (WF7).

“I have had both investments and protection policies with Oakworth. Richard and his team have always been very proactive on my behalf, acting always with my best interests in mind. Complicated financial products have always been explained to me in terms that I understand, and my decisions have been well informed.”

Header photo courtesy of James Thackrah/Landscapes & Dronescapes