Financial Advisors Castleford
Oakworth Financial Planning have been providing bespoke financial advice to the people of Castleford since the company began in 1995, and we will continue to do so for many years to come.
We know that people want a Financial Advisor that is local to you, fully independent and dedicated to supporting your local community. Oakworth can proudly say that we fit this bill and we have been doing all these things for over 25 years.
So, whether you live in Castleford, Glasshoughton, Methley, Allerton Bywater or the surrounding areas Oakworth Financial Planning will be on hand to help you with your financial queries.
What do we do?
Whether you are simply looking for financial advice, financial protection or maybe even a pension plan, we can cover all these bases. You may even want to assess your options for life cover after starting a family or having bought a new home. We are even experts in estate planning. We are proud of our versatility and ableness to aid you in so many different ways.
The quick and easy answer is that we provide all forms of financial advice. Each of our IFAs / Financial Advisors / 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, if you need assistance with an accountancy or legal matters, then we have strong links with many local professionals. We truly are committed to helping the people close to us, and that includes the people of Castleford.
What makes us the right fit for the people of Castleford?
The majority of our team are local to the area and live nearby, with two staff members raised in the town and lifelong supporters of Castleford Tigers. As locals ourselves, we feel we know the people and therefore value the opportunity to help them.
The community spirit of Castleford 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 are always on the end of the phone or available for a meeting at our offices in Pontefract. Our many longstanding clients are a testament to doing things the right way.