Bill is an investment adviser with many years experience in retirement and inheritance tax planning. He is also a superannuation specialist who regularly runs retirement courses for public sector organisations.LinkedIn Profile
BA (Hons), Cert CII (MP) (DM), DipFA, DipPFS
Richard joined the practice in 2008. He has detailed knowledge of investments, pensions & estate preservation whilst being prominent in the 'at retirement' market. Richard also coordinates fund research within the firm.LinkedIn Profile
BA (Hons), Cert CII (MP), DipPFS
Ricky has worked exclusively within IFA practices since leaving university in 2005. He deals with all aspects of financial planning, with a particular interest in pensions, lump sum investing and estate preservation.LinkedIn Profile
David is a financial adviser with many years experience in the Financial Services industry specialising in all investment areas, particularly inheritance tax planning.
Heather is a new addition to our advisory team and has been in the industry since 1987. She has a comprehensive knowledge of life, pensions and lump sum investments.LinkedIn Profile
Steve is a recent addition to our advisory team and has been in the industry since 1986. Steve is a highly qualified Chartered adviser, specialising in occupational / personal pension issues, lump sum investing and protection.LinkedIn Profile
Jack is the latest addition to our team at Oakworth. Having spent 4 years at Santander as a Personal Banker, Jack is now training to be a Financial Adviser.