Oakworth Financial Planning Ltd
Initial consultation free
Independent financial adviser
We provide retirement planning, life cover and investment advice for people in the local area. Our philosophy is to help people to feel confident about their finances, to be clear about how much money they have, and what they can do with it.
We can advise you on
Clients
helped
82helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Ricky Rotherforth
Financial Adviser
MRS Heather Hiett
Financial Adviser
MR Richard Douglas BA (Hons), DipPFS, DipFA
Financial Adviser
MR David Charles Roberts
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