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About The Staff

The consultants at Oakworth are amongst some of the most experienced, able and highly regarded professionals working in the financial services industry today.

Bill Douglas - Director   Qualifications: MSc, Cert PFS,  DipFA
Bill is an investment adviser with many years experience in retirement and inheritance tax planning.  He is also a superannuation specialist.

David Roberts   Qualifications: Cert PFS, DipPFS
David is a financial adviser with many years experience in the Financial Services industry specialising in all investment areas, particularly inheritance tax planning. 

Karen Clegg   Qualifications: Cert PFS, Cert CII (MP), DipPFS
Karen has been in the Financial Services industry since 1983.  She has a comprehensive knowledge of life, pensions, investments and mortgages.

Bob Jennings   Qualifications: Cert PFS, Cert CII (MP), DipPFS
Bob joined our practice in 2006 after a long career with NatWest Bank.  Bob is a very experienced adviser specialising in life and pension products, mortgages and particularly lump sum investments.

Richard Douglas   Qualifications: BA (Hons), Cert PFS, Cert CII (MP) (DM), DipFA, DipPFS
Richard joined the practice in 2008. He has detailed knowledge of investments, pensions, insurance and mortgages with a specialism in fund research.

Heather Hiett   Qualifications: Cert PFS, DipPFS
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.

Ricky Rotherforth   Qualifications: BA (Hons), Cert PFS, Cert CII (MP), DipPFS
Ricky is the latest addition to the advisory team and has 7 years industry experience dealing primarily with pensions and investments.


Administration Staff
Our administrators, Janet Richardson, Jill Schofield and Susan Bridge have a wealth of office experience between them.  They will make every effort to provide a highly professional service to our clients.

Technical & Research
Richard Douglas is responsible for the co-ordination of our technical and research projects.


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Financial Seminars, Pontefract, Wakefield in West Yorkshire (and Hull, Humberside) | IFA, Pontefract, Wakefield in West Yorkshire (and Hull, Humberside) | Financial Advice, Pontefract, Wakefield in West Yorkshire (and Hull, Humberside) | Pensions / Retirement Advice, Pontefract, Wakefield in West Yorkshire (and Hull, Humberside) | Inheritance / Estate Planning, Pontefract, Wakefield in West Yorkshire (and Hull, Humberside) | Wealth Management, Pontefract, Wakefield in West Yorkshire (and Hull, Humberside) | Insurance / Car Insurance (with penalties) , Pontefract, Wakefield in West Yorkshire (and Hull, Humberside) | Mortgage Advice, Pontefract, Wakefield in West Yorkshire (and Hull, Humberside) | http://www.wealthmanagementcompany.co.uk | Teachers, Teachers Pension Scheme, Retiring Teachers, Teachers Pension