Oakworth Financial Planning Ltd

Independent Financial Adviser  Oakworth House, West Yorkshire, WF8 1NB
First meeting at adviser's own cost
We offer personalised independent advice from highly qualified advisers. Please get in contact to see how we can help.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Heather Hiett
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Ricky Rotherforth
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

David Charles Roberts
Richard Douglas BA (Hons), DipPFS, DipFA
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

John Liddle
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Rachel Tunnicliffe
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jack Amery
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Oakworth Financial Planning Ltd is a successful IFA firm based in Pontefract. The company, formed in 1994, enjoys a reputation as one of the foremost investment and retirement planning organisations in the North.

Our reputation is based on sound financial advice and meeting our clients needs. We are totally independent, providing a comprehensive range of advice and we are firm believers in the principle of treating our customers fairly. Our focus is to build lasting relationships with our clients and to work together to provide long term solutions to your financial planning needs.

Our services

At Oakworth we pride ourselves on giving a personalised service to our clients. Are you constantly seeing your adviser move on (or indeed never seeing an adviser!)? We build relationships that last by being attentive to each clients needs.

Where to find us
Head office address: Oakworth House, 45 Newgate, Pontefract, West Yorkshire, WF8 1NB
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020

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