Oakworth Financial Planning

Are you a business owner in or local to the 5 Towns area? We are running a brand-new free networking event on a monthly basis, and this month is on Wednesday 22nd at 12-1.30pm. Tickets can be booked using the link below. lnkd.in/eK6rRAvw

Our latest blog post touches on inflation and how its effects are felt. Follow the link to see what the recent headlines really mean for you. oakworthfp.co.uk/5-1-inflation/

Check out our 2021 Budget review at oakworthfp.co.uk/budget-2021-he…

After 12 months in the making - we've launched our first ever billboard campaign (during a national lockdown and snow storm🤦‍♂️). If you're out and about you can see it on Jubilee Way in Pontefract. There are 3 more billboards in 2021, so keep an eye out for them.

We've been awarded the Cyber Essentials qualification by the Government backed scheme. Read more about it at oakworthfp.co.uk/oakworth-recei…

It’s time! We are ready to launch the first of our local business giveaways. To be in with a chance to win a £50 Farmer Copleys voucher, head over to our facebook page (facebook.com/Oakworth). The competition ends on Wednesday 23rd September.

From September-December we will be running a monthly 'local business giveaway'. Each of the giveaways will showcase a local business who would love your support at this time. Keep an eye out on our Facebook page for more details.

Hayley Joins The Team We are pleased to announce that Hayley Bailey joined our admin team in February of this year. It has not been the easiest of starts in the current climate, but Hayley has settled in well. Have a read of our latest blog post: oakworthfp.co.uk/staff-news-jil…

We've produced a summary of the July 2020 Mini-Budget - head over and have a look oakworthfp.co.uk/mini-budget-su…

the time to train our staff. Joanna is a Dementia Friends Champion and provides valuable assistance throughout Yorkshire. If you would like any further information on Dementia, or for details on how you can help, visit the dementia friends website at dementiafriends.org.uk. 2/2

We are pleased to announce that Oakworth have achieved the status of Dementia Friends. The advisers and staff at Oakworth have taken on this status in order to help clients and people in the community. We would like to thank Joanna Longfellow at MKB Solicitors for taking 1/2

oakworthfp.co.uk/topic-of-the-m… Critical Illness Cover is designed to pay out a tax-free lump sum if you are diagnosed with a serious illness – at a time you need it the most. Oakworth are able to research the market to find the best option for you.

We were delighted to host our 2019 Investment Seminar at the Kings Croft Hotel in Pontefract. John Husselbee, head of multi-asset investments at Liontrust, was the keynote speaker and discussed various topics from portfolio construction to the current political climate.

Have a read of our topic of the month - Income Protection oakworthfp.co.uk/topic-of-the-m…

Thursday Thank You to @OakworthFP for their sponsorship and support, brightening their lovely offices for all who pass by 👏🌺🦋🌸🐝 #greeningthegrey #Pontefract #Newgate

Pontefract in Bloom is a voluntary group dedicated to improving the appearance of the town with flowers. Oakworth are delighted to sponsor two hanging baskets which are currently taking pride of place outside our office. oakworthfp.co.uk/pontefract-in-…

How Do You Feel About Money? - Have a read of our latest blog oakworthfp.co.uk/how-do-you-fee…

Pleased as punch with this creation, sponsored by @OakworthFP and supplied to @Ackworthjuniors Kickabout club for the stars of the future. Hope they enjoy wearing them for training. Does your team need great value training kit or other branded goods? #grassroots #FutureStars

We are delighted to be sponsoring the Friarwood Festival again this year. It will feature live performances from local musicians alongside a range of activities for children.The event is held in the Valley Gardens, Pontefract on August 17th. Admission is free.

Oakworth are now a bustling team of 7 advisers, 5 of which are based centrally from the office in Pontefract. We have always had the strong belief that it is clients that form the central part of our business.Due to this we have taken time to build a team that reflects our values