Our news

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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Oakworth Investment Seminar 2019

We were delighted to host our 2019 Investment Seminar on 4th September at the Kings Croft Hotel in Pontefract. John Husslebee, the head of multi-asset investments at Liontrust, was the keynote speaker and discussed various topics from portfolio construction, the...

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Oakworth at the Friarwood Festival

  The sun came out for us last Saturday as we supported the Friarwood Festival, held just down the road from our offices in Pontefract. Congratulations to the organisers who have created an event that the local community can be proud of....

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Topic of the month – Income Protection

  Why do you need to protect your Income? Absence from work due to illness or injury is one of the biggest risks you face. If you are unable to work, this could have a devastating impact on your household finances. Each year 1 million people in the UK suddenly find...

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Pontefract in Bloom

Pontefract in Bloom is a voluntary group dedicated to improving the appearance of the town with flowers. Oakworth are delighted to sponsor two hanging baskets which are currently taking pride of place outside our office. Last year the hanging baskets grew so much that...

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How Do You Feel About Money?

  Advisers at Oakworth have been studying behavioural finance for some time and believe it should form a central part of the client / adviser relationship. Your beliefs about money and finance can shape the decisions that you make, both positively and negatively. The...

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Friarwood Festival

We are delighted to be sponsoring the Friarwood Festival again this year, which promises to build on a highly successful debut in 2018. It will feature live performances from local musicians alongside a range of activities for children including crafting, face...

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Meet The Team – Office Based Advisers At Oakworth

Oakworth are now a bustling team of 7 advisers, 5 of which are based centrally from the office in Pontefract. We have always had the strong belief that it is clients that form the central part of our business. Due to this we have taken time to build a team that...

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