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

Ron Lloyd Qualifications: Cert PFS
Ron is an authority on all aspects of taxation and the investment of lump sums and has over 30 years of banking and investment experience.

David Roberts Qualifications: Cert PFS
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.

Peter Ridley Qualifications: Cert PFS
Peter joined our practise in the summer of 2009. He has over 20 years experience as an Independent Financial Adviser specialising in pre and post retirement.

Richard Douglas Qualifications: Cert PFS, Cert CII (MP), DipFA
Richard is the latest addition to the advisory team. He has detailed knowledge of investments, pensions, insurance and mortgages.

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.