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 local financial advice from a company that is 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?
The quick and easy answer is that we provide all forms of financial advice, in Castleford and the surrounding areas. 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.
Oakworth Financial Planning have a wealth of knowledge and experience in providing local financial advice. Whether you are looking for retirement planning advice, weighing up the importance of financial protection, need help to establish a well-thought-out pension plan, or are looking for investment advice in Castleford, 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 covering all areas of later life planning and inheritance tax. We are proud of our versatility and ability to aid you in so many different ways.
Having worked in the area for a number of years, in addition to our own services, we are also able to offer advice and recommendations for other services in and around Castleford. If you need assistance with 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 the 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, 10 minutes down the road. Our many long standing clients are a testament to doing things the right way.
For financial and investment advice Castleford, get in touch today.
Our personal attachment to Featherstone
We are proud to have sponsored Featherstone Rovers in the past and provide financial advice to a large number of ex-Featherstone Rovers players.
Mr G. Milnes – Featherstone Resident (WF7 5).
“I have been a client of Oakworth for 23 years since 1997. At that time, I was a complete novice regarding financial matters. I investigated quite a few financial advisers and decided upon Oakworth. My original contact was Bill Douglas who comprehensively went through all the highlights and pitfalls I may encounter. As a result of this meeting I decided to invest with Oakworth, and I have been extremely satisfied with the results. As time does not standstill, Bill has now retired, and my new adviser is Ricky Rotherforth who has slipped into Bill’s shoes most successfully. Ricky again fills me with confidence at our regular meetings when we review my portfolio.”