Financial Advisors Featherstone
If you are looking for a financial advisor, you want a firm that is fully independent and dedicated to supporting the local community. Somebody that has been committed to serving the local community for over 25 years – showing their willingness to help the people close to home.
If you think the above is what you need, then you have come to the right place. Oakworth Financial Planning have been providing bespoke financial advice to the people of Featherstone since the company began, and we will pride ourselves on continuing to do this for years to come.
If you are a resident of Featherstone, Purston or North Featherstone, Oakworth Financial Planning will do everything in our power to aid you with your financial needs.
What do we do?
The simple answer to the question in hand is that we do all forms of financial advice, we are extremely versatile and pride ourselves on putting all of our teams combined skills into aiding our clients. All our IFA’s / Financial Advisors / Financial Planners are qualified to advise on every aspect of investments, pensions, and life cover. We will show you our dedication to helping you in every way that we can.
It may be that you’ve spent your working life building up your pension plan or perhaps you’re looking for investment advice. You may even want to assess your options for life cover after starting a family or having bought a house. Over the years we have provided assistance to a lot of the staff at Linpac.
If you need assistance with an accountancy or legal matter then we have strong links with many local professionals.
What makes us the best financial advisors in Featherstone?
Many of our advisers are local to the area and one lives in Featherstone. We know the people and we are always looking to help members of the local community. The community spirit of Featherstone is in direct correlation to the ethos of our company, which makes it even more rewarding to work with these people. We pride ourselves on first class client relationships which stand the test of time and our long-standing customers are testament to this. We do our best to ensure there is minimal jargon, complicated products to understand or any sales techniques. We want our services to be clear and transparent, so you know exactly what we’re doing and why we’re doing it.
In a nutshell, we treat our clients how we would like to be treated ourselves.
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.”