Oakworth Consultancy Services Ltd is a successful IFA firm based in Pontefract with advisers operating in Greater Manchester, Hull and the whole of Yorkshire. The company, formed in 1994, enjoys a reputation as one of the foremost investment and retirement planning organisations in the North. There are seven investment advisers at Oakworth each with an average of 20 years experience in financial services.
Our reputation is based on sound financial advice and meeting 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.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 45 Newgate, Pontefract, WF8 1NB
01977 600020
Business Name
Oakworth Consultancy Services
Services Offered
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