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.
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.