Financial Advisor in Wakefield


Are you looking for a financial advisor in Wakefield? Do you want an independent team that is committed to helping you with advice and support? Oakworth Financial Planning is a team of financial advisors who are dedicated to the local community.

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

So, whether you live in Wakefield, Wrenthorpe or Sandal, Oakworth Financial Planning will be able to help.  

What Do We Do?


The quick and easy answer is that we provide all forms of financial advice, in Wakefield and the surrounding areas. 

We are committed to helping the people close to us, and that includes the people of Wakefield.  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.

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 Wakefield can help you. 

We’ve worked in Wakefield for many years, so if you need assistance with an accountancy or legal matter, we have strong links with many local professionals. 

What makes us the right Financial Advisor for Wakefield?


Oakworth Financial Planning is a local financial advisor and some of our team members live in Wakefield. 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. 

Our financial advisers in the Wakefield district will work with you to break down the information easily for you. They will do this by staying clear of any jargon, complicated products and will not use any 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 Wakefield and are looking for financial advice, get in touch today.