Independent Financial Advisor in Leeds

Are you looking for financial advice that is local to the Leeds area? Oakworth Financial Planning is a team of independent financial advisors who are dedicated to supporting the local community.

We have provided financial advice in Leeds since the company began, and we will continue to do so for many years to come.

So, whether you live in Leeds, Holbeck, Otley or Ilkley, Oakworth Financial Planning will be able to help.

We provide all forms of financial advice in Leeds and the surrounding areas. 

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 independent financial advisors in Leeds can help you. 

We’ve worked in Leeds for many 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 Leeds.  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 is a local investment advisor and some of our team members live in Leeds. This means we are familiar with the area and the needs of the people. 

We pride ourselves on first-class client relationships which stand the test of time. We provide financial advice in Leeds which is clear of jargon, complicated products and pushy sales techniques. We want to treat our clients the way we would like to be treated – with respect and understanding. 

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