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Oakworth Financial Planning

(50)

Financial Protection, Retirement Planning AND Pension Advice, Estate Planning

“Dealing with Ross to consolidate a pension fund and organise life cover was straight-forward and Ross took care of everything, keeping us informed of progress along the way. Happy to have Ross and Oakworth as a go-to for any future needs. Thanks agai...”

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Clarity Lifestyle Financial Planning

(13)

Future
Retirement

“We were looking for some financial guidance and advice and Marc was kind enough to help us free of charge. His advice was incredibly helpful and explained things in simple terms without overloading me with financial jargon - I would definitely recom...”

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Many of you will be banging out 25-hour days during this pandemicní ½í±©ââï¸í ½í±¨ââï¸í ¾íµ´nn8 days a week!í ½í¸nnSome of you will be overwhelmed with the economic impacts caused by losing your job, your business or by being furloughed (a word nobody had even heard of just 3 weeks ago!)í ½í²¸í ½í²¸í ½í²¸nnâ¦But a few of you will be finding that, aside from the natural human compassion and concern you feel for the health and wellbeing of those you love and care for, and indeed, for ALL people â you actually have some unexpected free time!í ¾í´nnTo those people - I would encourage you to use this time wisely.í ¾í¶nnThis situation wonât last forever, and when itâs over â we will ALL have to bear the economic burden created by this crisis for many years to come.í ½í²³nnTHAT is the reality.í ½í±nnSomebody will have to pay the bill â and my guess is- it will be me, and you!í ½í¸©nnBelieve me - the bill is already in the post!í ½í²·í ½í³©í ½í³¬nnSo, maybe you should invest just a little time to get your financial house in order.nnDig out that pension paperwork youâve been meaning to get around to.nnDownload that budget planner.nnConsider your banking arrangements.nnCheck your direct debits and standing orders.nnUpdate your Will.nnArrange a lasting power of attorney.nnAsk, who would you want to look after your children if anything were to happen to YOU???í ½íº¸nnAnd prepare yourself, so that when the trumpet blasts, you are ready to go over the top and take the enemy!í ¼í¾ï¸nnWhen I was in the Army, we were always taught that in the lull of a battle, we donât restâ¦nnWE PREPARE!nnAs Sun-Tzu once wrote:nn...

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Simpson Kelly Associates Limited

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”

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Freeman Financial Services

Protection, Wealth Management, Estate Planning

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Clear Wealth Management

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Taylor Financial Solutions

“At Taylor Financial Solutions Ltd, we provide bespoke financial planning and wealth management advice to individuals, trustees and businesses throughout Yorkshire and beyond. Our advice is tailored to meet your personal, trust or business objectives.”

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Business Works UK

(50)

Company Year End, Business Growth, Tax Protection

“Friendly, supportive, and open advice from an experienced team of professional accountants. Well informed, with great knowledge of the requirements and obligations for different types of business.”

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Chris Bescoby: True Potential Wealth Management

(45)

Emails
Mortgage
First Time Buyers

“Mark is professional man and was helpful throughout the encounter. He responded to emails even after work which helped us to follow through on most of the outstanding issues. Although I did not close a deal with him, most of his advice helped us to ...”

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Lazenby's Financial Services

(29)

Mega Heading 3, Mega Heading 1, Mega Heading 2

“I used the mortgage services available with Lazenby's and was more than satisfied with the service their team supplied. They stayed in contact frequently and helped with any questions I had. I am forever grateful for the service they provided.”

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Elmhirst Parker

(17)

Enquiry, Search, Menu

“I have just completed a purchase using Elmhirst Parker, Abbey Yard, Selby and I can't believe how amazing Siobhan and the team were. From the initial contact right until moving day, she provided a very professional and effective service. Communicatio...”

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Vision Independent Financial Advisors

(19)

Goals
Investment
Confidence

“My partner and I have worked closely with David to pull together several pension schemes, savings plans and private investments to reach clarity for our financial future. We are confident that with his help our financial potential will be maximise...”

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Kirk Newsholme Chartered Accountants & Business Advisors

(13)

Auto-Enrolment, A Sage Business Partner, Business Outsourcing Services

“We have worked with Kirk Newsholme for 3 years and have always found their team to be friendly, professional, very efficient and knowledgeable. We would highly recommend them.”

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Ideal Financial Management

(11)

Investment Planning, Wealth Management, Mortgages

“Brian's financial planning knowledge is excellent and he is very good at explaining everything so that you have a clear plan of what your financial future will be like. He also uses a specialist computer program to show you using colourful diagrams ...”

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Richard Robinson T/A Falco Financial

(15)

Wills and Estate Planning, Services, Property Solicitors

“Richard was very good, helped sort out my life insurance and protection. He was very understanding and I felt he took his time to understand my needs. Highly recommend him.”

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Celestial Wealth

(1)

“I called these for pension advice and spoke to Adele and she knew straight away what I was trying to achieve. I just want to say thank you to Adele for her advice guidance. It's nice to know there are financial companies out there that don't take adv...”

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Oakwood Solicitors

(49)

CFD Trading (Contract For Differences), Bank Fraud and Scam Claims, Mis-Sold Investments

“Exceptional service ! Their attention to detail, prompt communication, and expert legal guidance truly exceeded my expectations. Highly recommend their services for anyone seeking reliable and knowledgeable legal counsel.”

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Care Accountancy

(49)

Retirement Strategies, Accounting & Tax, Business Development

“Care Accountancy has been so helpful with our business, guiding us in every single are in relation to our business accounts. Rabea and her team are doing an amazing job, nothing is too much for them. Keep up the great job, thanks a lot.”

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Mortgage Advisor

(49)

Advice
Stress
Remortgage

“Steve and the team always strive to get us the best deal, keep us well informed and give the best advice. Takes the stress out of looking for new deals.”

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Albion Financial Advice

(47)

Protection, Mortgages, General Insurance

“Professional service, information provided in a clear and easy to understand way. Mrs. Aleksandra was very patient and committed to dealing with issues related to the purchase of our property. Thank you for your professional support.”

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My Pension Expert

(50)

“Very efficient. Took the time to explain all options in a user friendly way. Paperwork clear and easy to follow and prompt help given on any queries I had.”

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Lifetime

(50)

Pressure
Mortgage
Pensions

“Scott was recommended to us by a friend. He listened to our needs and found the right product for us. At all times he was helpful, friendly and nothing was too much trouble for him.”

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IFO Ideal Financial Options

(50)

Phone
Company
Team

“A totally stress free process from Mikaela & the IFO team for my renewal. This is the second time I have used & won't be going anywhere else. Highly recommend for sorting your mortgage and any financial needs.”

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Clarity Wealth Limited

(48)

Funds
Advice
Team

“Solid, practical, advice on a number of fronts. Richard and the team have advised me exceptionally well, taking into account micro-finances and the big picture.”

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Berry & Oak

(50)

Confidence
Advice
Team

“Andrew Elson and his team at Berry and Oak have advised me on my personal finances for several years now. The advice I have received has always been pragmatic and honest. The team are always very response and the client portal a great tool to see how...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Pontefract

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Pontefract area.

Oakworth Financial Planning

Clarity Lifestyle Financial Planning

Simpson Kelly Associates Limited

Freeman Financial Services

Clear Wealth Management

Taylor Financial Solutions

Business Works UK

Chris Bescoby: True Potential Wealth Management

Lazenby's Financial Services

Elmhirst Parker

Vision Independent Financial Advisors

Kirk Newsholme Chartered Accountants & Business Advisors

Ideal Financial Management

Richard Robinson T/A Falco Financial

Celestial Wealth

Oakwood Solicitors

Care Accountancy

Mortgage Advisor

Albion Financial Advice

My Pension Expert

Lifetime

IFO Ideal Financial Options

Clarity Wealth Limited

Berry & Oak

Retirement Planning and Investment Management Services in Pontefract Cost Estimates

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Wealth Management Advisors near Pontefract

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