Testimonials

My wife and I have been advised by Bill Douglas of Oakworth Consultancy Services for about 16 years.

We feel that this company has looked after our financial planning requirements over this time, with our best interests in mind at all times.
The very helpful advice in planning and implementing my various pension funds into my pension, have been excellent. And the 6 monthly reviews and advice are welcome to keep our investments up to date.

–Mr & Mrs C, Pontefract

Our association and relationship with Oakworth Consultancy stretches back to 2008. In that time we have formed a close and valuable relationship with our adviser Bill Douglas.

We believe that financial advice and the role of adviser should be based on trust, integrity and sound, objective analysis of financial markets.

Bill meets this criteria in a professional way. His manner is unassuming, he listens carefully, assesses our needs, and provides guidance and caution where appropriate.

Our trust in Bill has grown and our relationship has become deeper. Bill allays any anxieties we may have, he is prudent and probing in searching for the best financial arrangements that suits our present circumstances.

We are aware that the reputation of financial advisers and companies has suffered in recent years. Our experience of Oakworth and in particular, working with Bill has been positive and fruitful.

–Mrs & Mrs B, Barnsley

I have known Heather over a number of years. She was my senior financial adviser with NatWest and now in her current role with Oakworth.

Heather has a high level of interpersonal skills which enables her to develop a rapport with the client, which leads to a trusting relationship; trust for me, is primary.

Heather has experience and an in depth knowledge of the product. She communicates in understandable terms, offers advice but does not impose. I know, due to the information she has given me, I can make an informed decision. She has integrity and I like her sense of humour.

I believe people who need advice in financial matters would be fortunate to have a person like Heather.

–MC, Sale

Before I met David Roberts I had no experience of financial advisers and I was a little apprehensive. However, on our first meeting my fears were forgotten. His friendly manner, professional experience and advice put me at ease. Since that first meeting, quite a number of years ago now, I have valued that friendship and expertise.

–AB, Leeds

I have known David Roberts for 10 years. He came to me highly recommended by a friend, since then I have absolutely no regret for having permitted him to take over my affairs as my financial adviser.

During the time I have known him, he has been professional, respectful, hardworking and enthusiastic, what is more, David goes the extra mile. David will never let you down. He is the most honest and trustworthy person, loyal and intelligent and combines all this with a caring disposition. I fully recommend him to you.

–BG, Leeds

Richard took over the management of my pension fund with the remit of reducing the risk profile of the investments. Despite reducing its risk profile, the value of the pension has grown significantly year-on-year, without exception, and I have complete confidence that my savings are being managed both responsibly and successfully.

–CB, Doncaster

Richard Douglas has advised me financially for almost two years. He has always been reliable, polite and has given me competent advice. He has been quick to action after financial decisions have been agreed, so his reassuring and professional attitude has been valued. I have every confidence in recommending Richard.

–HC, Leeds

Ricky is trustworthy, discrete and a polite genuine person who always looks smart in his appearance. He has advised me and been on the end of the phone when I needed help financially. He is not pushy in any way and has a sense of humour.

–PS, Knaresborough