Financial Advisors Knottingley
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 Knottingley and surrounding villages since the company began, and we will continue to do so for many years to come.
So whether you live in Knottingley, Ferrybridge, Brotherton, Byram, Beal or Kellington, Oakworth Financial Planning will be able to help.
What do 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 fit for the people of Knottingley?
The majority of our team are local to the area and live nearby. As locals ourselves, we feel we know the people and therefore value the opportunity to help them.
The community spirit of Knottingley 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.