Who we are

Our story


Bill Douglas set up Oakworth in 1995. His son Richard Douglas took over in 2016 along with Ricky Rotherforth, and the practice is now a bustling team of 6 advisers and 3 admin staff.

The business was born from a desire to support people in the local medical / education profession, with Bill presenting seminars to people with public pensions to help them learn more about their options at retirement. 

We now help clients from all backgrounds and professions with all aspects of their finances, whether it’s life insurance, savings, or their pension.

We’re a small business but with substantial scale: we have Assets Under Management of £130m*, which is a fairly large amount for such a small company. We don’t say this to brag, but to give you reassurance that we have the same scale and ability as any large corporate firm, but with the addition of a truly personal service.

*Figure as at February 2019

Our values

Integrity

We believe in doing the right thing, and treating people with fairness, honesty and respect, just as we would want them to treat us.

Accountability

We’re always true to our word and do what we say we will, keeping clients informed through clear and proactive communication.

Reliable

Financial matters can sometimes seem intimidating; we make sure we’re always down to earth, open and approachable.

Client-centric

Our business is built on long-lasting relationships and guided by the belief that we put clients first in everything we do.

Supporting the local community

It’s very important to us that we support local causes. Each year, instead of sending Christmas cards, we donate the money to a charity chosen by our team. We’ve also sponsored many local events in the past – from music festivals to sports teams.

We’re also keen to develop our social responsibility and now support our local food bank, which is just across the road from our office.

Supporting the local community

It’s very important to us that we support local causes. Each year, instead of sending Christmas cards, we donate the money to a charity chosen by our team. We’ve also sponsored many local events in the past – from music festivals to sports teams.

We’re also keen to develop our social responsibility and now support our local food bank, which is just across the road from our office.

Our team


You have access to everyone at Oakworth Financial Planning – from the directors to the support staff – and you can contact us at any time.

Once you’re a client, we’ll keep in regular contact with you, whether face-to-face or by phone or email – whichever is most convenient.

We pride ourselves on our ability to explain things clearly, our technical expertise, and being at the end of the phone when you need us.

 

Meet our team

Our team


You have access to everyone at Oakworth Financial Planning – from the directors to the support staff – and you can contact us at any time.

Once you’re a client, we’ll keep in regular contact with you, whether face-to-face or by phone or email – whichever is most convenient.

We pride ourselves on our ability to explain things clearly, our technical expertise, and being at the end of the phone when you need us.

 

Meet our team

Get in touch

We’d love to hear from you. Contact us via the below or complete the form and one of our friendly team will be in touch.

ADDRESS

Oakworth House, 45 Newgate, Pontefract, West Yorkshire, WF8 1NB.

EMAIL ADDRESS

admin@ifa-oakworth.co.uk

PHONE NUMBER

0800 018 6020

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