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Oakworth Financial Planning

(50)

Financial Protection, Retirement Planning AND Pension Advice, Estate Planning

“Richard Douglas has provided excellent support and advice since we transferred our financial affairs to his company. Work has been carried out swiftly. Richard and staff we have contacted have been friendly, efficient and through. Many thanks.”

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Clarity Lifestyle Financial Planning

(13)

Coaching
Future
Goals

“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...”

Featured

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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Simplified Equity Release

(7)

Refinancing
Mum

“I would recommend Lyn, she was very understanding and presented the options in a professional manner, even though we did not go ahead with it if things change we will go back to her immediately. If you are thinking of Equity Release contact Lyn.”

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Pinnacle Wealth

Protection, Wealth Management, Estate Planning

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Taylor Financial Solutions

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Mortgage Advisor

(50)

Advice
Stress
Remortgage

“I will definitely use Stephen again when I remortgage because he is very trustworthy and explains everything with details. Very high quality work ethics.”

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Albion Financial Advice

(47)

Will Writing, Protection, Mortgages

“I can wholeheartedly recommend the services of Albion and Mrs. Agnieszka, who knows her job 100%. Great contact, I received specific answers to every question. Full professionalism.😁 Everything went very quickly, for which I thank you very much 😁😁...”

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My Pension Expert

(50)

“I was delighted with how my pension was managed. It was a first class service ending up with an annuity that was ideal for me and processed very quickly.”

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Clarity Wealth Limited

(50)

The Office
Understanding
Pensions

“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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Lifetime

(50)

Decisions
Mortgage
Pensions

“Scott was absolutely amazing throughout the very stressful house buying process, ensuring we had everything we needed as well as answering all our questions. Thank you so much for all your help!”

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Chris Bescoby: True Potential Wealth Management

(46)

The Future
Emails
Mortgage

“Chris was so helpful and answered all my questions. He took the time to address my concerns . A very supportive and reassuring experience. Thanks Chris!”

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Lazenby's Financial Services

(33)

Mega Heading 3, Mega Heading 1, Mega Heading 2

“Really impressed with the service received from Lazenby's - really knowledgeable, thoughtful and helpful, with great communication throughout. Their services feel truly personalised and I was immediately put at ease with trusting Alan, Dee and the wi...”

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Berry & Oak

(50)

Confidence
Meeting
Pensions

“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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Brooke Financial

(38)

Mortgages, Pensions, Business Protection

“Janice and Deborah have been a great support throughout the mortgage application process and also to the point of completion on the property purchase. I have now used their services on several occasions and cannot recommend Brooke Financial highly en...”

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Q E D Financial Associates

(37)

Inheritance Tax Planning, Retirement Planning, Health & Life Protection

“We have dealt with Jason for many years and when he moved to QED had no hesitation in following him. He is very professional, offers honest advise and explains everything. Keeps us posted on our investments and is always there to help. A credit to t...”

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Ideal Financial Options

(50)

Communication
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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The Private Office

(31)

Financial Planning on Divorce, Life Changing Personal Injury, What is Income Protection Insurance?

“I was very impressed by Sarah - she is a very genuine person who was completely open and honest with me. Although she wasn't able to help with my particular issue, it was refreshing to speak with someone who completely unbiased and straight forward a...”

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Haighwood Financial Services

(30)

Property
Financial Advisor
Mortgage

“I met with Paul Wilson who was great. He explained all of the options available to me and I decided on the best way forward. Nothing was ever too much for him and I will continue to use him for all of my needs in the future. If you are considering fi...”

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Philpott Financial

(25)

Advice
Pension
Meeting

“Friendly and professional advice tailored to each individual. Takes away the stress of future financial planning when other commitments mean focus is elsewhere.”

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Ethos Financial Solutions

(21)

Confidence
Mortgage
Efficient

“Mark and the team helped us secure a mortgage when moving property. It was a pleasure working with them and they made the process so easy and simple. We especially appreciated their prompt and efficient replies to our email and calls. Would highly re...”

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West Riding Personal Financial Solutions

(11)

NFL Interview, Asset Defence, Pension Annuities and Drawdown

“I cannot recommend Neil and the team at West Riding Personal Financial Solutions high enough. Incredibly honest and down to earth advice plus Neil had gone more than the extra mile in supporting me in my fight to release a private pension. This is a ...”

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SMH Howard Matthews

(17)

Wills & Probate, Chartered Accountants, Commercial Finance

“We have been using SMH Howard Matthews for over 10 years now and the service we get from Nichola Taylor in Payroll, David Lightfoot and Darren Myers for all other accountancy issues is exceptional, thanks.”

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Cordiner Wealth

(19)

Investments
Team

“I have been with this company and it's previous names for 20 years and there is nothing negative I could say about them. They are extremely professional and friendly and have given me expert advice that has been to my benefit. Positive Professionalis...”

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Hardman Financial Advice

(24)

Remortgage
Pension
Understand

“We made the decision to transfer business to Hardman Financial Advice following a couple of meetings with Richard which demonstrated his professional and honest approach. This gave us the confidence that our investments were going to be looked after ...”

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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

Simplified Equity Release

Pinnacle Wealth

Taylor Financial Solutions

Mortgage Advisor

Albion Financial Advice

My Pension Expert

Clarity Wealth Limited

Lifetime

Chris Bescoby: True Potential Wealth Management

Lazenby's Financial Services

Berry & Oak

Brooke Financial

Q E D Financial Associates

Ideal Financial Options

The Private Office

Haighwood Financial Services

Philpott Financial

Ethos Financial Solutions

West Riding Personal Financial Solutions

SMH Howard Matthews

Cordiner Wealth

Hardman Financial Advice

Retirement Planning and Investment Management Services in Pontefract Cost Estimates

Why these companies made our list

Wealth Management Advisors near Pontefract

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