Who we are
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 7 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 £180.6m*, 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 December 2023
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.
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.