Local Investment Advisors in Ackworth


Wouldn’t it be nice to use a bespoke financial advisor 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 has 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 Do We Do?


The quick and easy answer is that we provide all forms of financial advice, in Ackworth and the surrounding areas. 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.

Oakworth Financial Planning has a wealth of knowledge and experience across all forms of financial advice. It may be that you’ve spent your working career building up your pension plan, and you’re now wondering what to do. Or, you may be wanting to assess your options for financial protection after starting a family or having bought a house. Whatever kind of financial advice you need, our advisors in Ackworth can help you. 

We’ve worked in Ackworth for a number of years, so if you need assistance with an accountancy or legal matter, we have strong links with many local professionals. We are committed to helping the people close to us, and that includes the people of Ackworth. 


What makes us the right Local Investment Advisors for the People of Ackworth?


Many of our local investment advisors are from the area, and two live in the village of Ackworth. This means that we know the people and 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 long-standing clients is a testament to doing things the right way.

So, if you live in Ackworth and are looking for financial and investment advice, get in touch today. 


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