Oakworth Financial Planning Ltd - Pontefract

Oakworth Financial Planning Ltd

Oakworth Financial Planning Ltd es una empresa de asesoramiento financiero con sede en Pontefract, Inglaterra. La empresa ofrece servicios de asesoramiento financiero a individuos y empresas en el Reino Unido.

La empresa se encuentra ubicada en Oakworth House, 45 Newgate, Pontefract WF8 1NB, United Kingdom.

Especializaciones

Financiero consultor

La empresa se especializa en asesoramiento financiero para individuos y empresas en el Reino Unido.

Otras características

Los servicios de asesoramiento financiero ofrecidos por Oakworth Financial Planning Ltd incluyen:

• Apointments en línea
• Servicios en el lugar
• Estacionamiento de coches con capacidad de adaptación a personas con discapacidad
• Entrada y baño accesible para personas con discapacidad
• Baños de género neutro
• Salas de baño
• Amigables con la comunidad LGBTQ+
• Requerido una cita
• Se recomienda una cita
• Parking gratuito

Opiniones

Esta empresa tiene 145 opiniones en Google My Business.

La opinión promedio es de 5/5.

Los clientes han comentado que han estado muy satisfechos con el servicio profesional y amigable de la empresa. Están informados de cualquier cambio que pueda afectar sus inversiones y reciben revisiones regulares. No dudan en recomendar Oakworth a cualquier persona que busque asesoramiento financiero.

👍 Reviews of Oakworth Financial Planning Ltd

Ian F.

5/5

Oakworth have been advising myself and my wife for 30 years and we have always been highly satisfied with their professional and friendly service. They keep us informed of any changes which may affect our views on our investments as well as regular six monthly reviews. We have no hesitation in recommending Oakworth to anyone who is seeking financial investment advice.

Michael H.

5/5

We have worked with Oakworth and Davis and Ricky through networking groups over the past couple of years. Both have provided positive advise to our clients to leave them in a much clearer mindset than before. A pleasure to deal with on both a personal and professional level.

Paul G.

5/5

I have had a brilliant experience with all my interactions with Oakwoth Financial, especially from Ross. He is kind, caring, compassionate, patient and extremely knowledgeable and professional. He has a great way of being able to talk about intricate and sometimes very complex financial, legal or regulatory procedures or directives, in a very clear and simple way. This always made me feel 100% that Ross had my best interests at heart and I always knew the finances were going a extremely
Safe hands. I would recommend Roos and Oakworth to anyone who would like the best financial care, with options explained simply and in a kind and caring way.

Neil R.

5/5

The advisor has always been available to answer questions i have thrown at him and always gets back to me very quickly. The regular finiancial updates have been very useful for planning for pending retirement.

Sfaa K.

5/5

Davis at Oakworth provided exceptional service. He was incredibly helpful and thorough in addressing all my questions. I highly recommend him for his expertise and dedication.

JODIE P.

5/5

It's been great to work with Davis. He's a great support, very knowledgeable and very professional. I would definitely recommend Oakworth to anyone for any Financial advice and guidance.

Natasha R.

5/5

Davis at oakworth has been really helpful with my financial queries. Answers are very prompt, informative and easy to understand. Highly recommend him

Michael K.

5/5

Oakworth have looked after my finances since my retirement about 25 years ago. They can always be relied upon to look after my best interests.