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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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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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