Oakworth Financial Planning Ltd Financial Service in Pontefract

Reviews

1. Amara Deen ★★★★★

   Davis Gideans has been so patient and helpful in a world of financial confusion for myself & my aging mum. He has been very through while explaining things to us in terms that we can fully understand. My mum lost her private pension to a company that went in to liquidation & we had no idea where to start. I contacted Davis on recommendation & it was the best thing we have done. He’s helped to recover and do the best for my mum I would highly recommend Davis & his firm to help and advise with any financial needs.

   almost 9 months ago
2. Ian Falloon ★★★★★

   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.

   almost 10 months ago
3. Michael Harle ★★★★★

   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.

   almost 10 months ago

1. Paul Gallaway ★★★★★

   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.

   almost 10 months ago
2. Sfaa Kashmiri ★★★★★

   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.

   almost 10 months ago
3. Paula Skelton ★★★★★

   Oakworth was recommended by a friend, and Rachel assisted by reviewing my various pension investments. Investigating and providing information about which ones would be beneficial to transfer to a better provider and combine. The service Rachel provided was informative, knowledgeable and I felt at ease after many questions were answered. The complexity and terminology was explained in a simplistic manner, the home visits were very helpful due to work commitments. The service provided by Rachel was professional and I would definitely recommend Rachel and Oakworth Financial.

   almost 4 years ago

1. Christine Boyd ★★★★★

   I would like to say a huge thank you to Ross at Oakworth Financial Planning Ltd as he has provided an excellent service. He has supported me through the pension transfer process, with detailed information and prompt and comprehensive responses to my many questions! When I was doing my research and considering my options it all seemed so complicated, so I can’t believe Ross has made this experience stress free and it has all gone so quickly and smoothly. I would highly recommend Ross and Oakworth to anyone who is looking for a highly professional and responsive service. Thanks again

   almost 4 years ago
2. Janet Schofield ★★★★★

   I recently contacted Oakworth financial planning for advice re investment of monies I received from my late mum. The advisor was very professional. I was at ease with his suggestions. Paperwork was provided promptly for me to absorb prior to a second meeting with the advisor. Excellent service.

   almost 4 years ago
3. Jane Reevell ★★★★★

   I have been very impressed with the service I have received from Rachel. I have dealt with her regarding financial advice on a number of occasions. Through difficult times she has been understanding and compassionate but what also shines through is her competence and efficiency. I have been particularly impressed by the professionalism of everyone I've dealt with at Oakworth and their promptness when dealing with enquiries.

   almost 5 years ago

1. Diane Green ★★★★★

   Meeting Rachel was wonderful she is the warmest caring and most professional person I've met when looking for financial advice. She makes herself available when I want to talk to her and nothing is too much trouble. She made me feel very comfortable to ask any questions even the daft ones which she patiently explained. The team she works with are obviously very supportive of one another as messages were passed on efficiently and responded to in a very reasonable timely fashion. I am very happy with the service well done Oakworth.

   more 6 years ago

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