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Monthly Market Update – July

The summer tends to be a quieter season in markets for obvious reasons and while this year is hardly a normal holiday period, July was fairly flat before a jittery final few days as the US economy posted its worst quarterly contraction since the 1940s. For now, the...

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Staff News – Jill Retires & Hayley Starts

Hayley Joins The Team We are pleased to announce that Hayley Bailey joined our admin team in February of this year. It has not been the easiest of starts in the current climate, but Hayley has settled in well. Hayley has replaced Jill Schofield who retired in April...

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Mini Budget Summary – July 2020

July 2020 Mini Budget Announcements - From Stamp Duty To Eating Out Discounts.   Chancellor Rishi Sunak announced his plans to give the UK economy a boost, following the easing of some lockdown restrictions. His mini-Budget for 2020 announced a wave of sweeping...

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Coronavirus Update – Business Continuity

Coronavirus Update By now you will all be aware of the disruption that the Coronavirus is causing. Oakworth have a very robust business continuity plan which is now in place. Advisers will be working remotely from home, but they have access to all the systems that are...

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The End of Higher Rate Tax Relief?

  Reports in the Sunday Telegraph suggest that the Government are considering ending the higher rate tax relief on pension contributions. Higher rate tax relief is available if your pension contributions have been deducted from net pay and you are a higher rate...

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Oakworth Become Dementia Friends

We are pleased to announce that Oakworth have achieved the status of Dementia Friends. The advisers and staff at Oakworth have taken on this status in order to help clients and people in the community. We would like to thank Joanna Longfellow at MKB Solicitors for...

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Merry Christmas and a Happy New Year!

Everyone at Oakworth would like to take this opportunity to wish you all a Merry Christmas and a Happy New Year. It is our clients who make this business what it is today, so we are incredibly grateful for your support throughout the year. Regards, Richard and the...

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Christmas Charity – Pontefract Food Bank

  Oakworth are proud to continue their support of the Pontefract Food Bank. Rather than send out Christmas cards, we have taken the decision to use that money for a charitable donation instead. The food bank provides a valuable resource for those suffering hardship,...

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Jack Passes Level 4 Qualifications

Oakworth are delighted to announce that Jack Amery has now qualified as a regulated Financial Adviser. Jack passed his Level 4 qualifications with the London Institute of Banking & Finance in September and is now starting his career as a fully fledged adviser....

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Topic Of The Month – Critical Illness Cover

Critical Illness Cover is designed to pay out a tax-free lump sum if you are diagnosed with a serious illness – at a time you need it the most. The costs between plans can vary considerably, as can the cover provided. Oakworth are able to research the market to find...

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