Oakworth Financial Planning Ltd

18/11/2025

17/10/2025

The advisers at Oakworth finally laced up their boots and took to the pitch for our very first 5-a-side business networking match!

The team battled through age, a general lack of match fitness and varying footballing abilities to have an enjoyable game – losing narrowly to a team from Portland Plumbing & Heating and Asprey Brothers.

I think the aches and strains have just about passed now, so we’re looking to see if any other local businesses would like a game in the future? If you do, just let us know!

A1 Football Factory

01/10/2025

This year, we proudly celebrate 30 years in business — a journey that began in September 1995 when Bill Douglas founded Oakworth Financial Planning with a vision: to provide honest, clear, and trusted financial guidance that always put clients first.

Three decades later, that same vision continues to guide us. From those early days with Bill at the helm to the thriving firm we are today, our mission has remained constant: helping individuals, families, and businesses build a secure financial future.

We are deeply grateful to our clients, colleagues, and community for trusting us over the years. Without you, this milestone would not have been possible.

Here’s to honouring our past, celebrating the present, and looking forward to the next 30 years of growth and partnership.

As a little birthday surprise, we’ve included a couple of photos to take you down memory lane.

19/09/2025

🚨 𝗙𝗶𝗻𝗮𝗹 𝗖𝗮𝗹𝗹 – 120 tickets sold - 𝗧𝗶𝗰𝗸𝗲𝘁 𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗶𝗻𝗴! 🚨

As a proud member of the Friday Revival collective, We are excited to share that this is your last chance to grab tickets for our biggest and best Friday Revival yet!

We’re coming together to raise vital funds for The Prince of Wales Hospice – and we’d love you to be part of it.

⏰ 𝗧𝗶𝗰𝗸𝗲𝘁 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲: Friday 19th September at 5pm
🎟️ 𝗕𝗼𝗼𝗸 𝗵𝗲𝗿𝗲: https://www.trybooking.com/uk/FDXL

📅 𝗘𝘃𝗲𝗻𝘁 𝗗𝗲𝘁𝗮𝗶𝗹𝘀:
👉 Friday 26th September 2025
👉 6:30pm arrival, 7pm start
👉 Orchard Marquee, Farmer Copleys
👉 Tickets: £28pp (drinks payable separately)
👉 Dress Code: Smart Casual

🎶 Expect wood-fired pizzas, live music from Joseph O'Brien and a set from DJ Mac to keep the marquee rocking all night long.

💛 But it’s about more than food and music – it’s about standing together to support a hospice sector under immense pressure.

Every ticket makes a difference.

Let’s fill the marquee with laughter, generosity and community spirit 💫

𝗦𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀:

Ridley & Hall Solicitors - South Elmsall/Pontefract | JS Recruitment | Oakworth Financial Planning Ltd| CFP Group

This is it—the biggest and best Friday Revival yet! We’re teaming up with the incredible team at Farmer Copley’s to host an unforgettable evening...

17/07/2025

Friday Revival - Summer edition catch up!

Before we all head off for a well-earned summer break, we’d love for you to join us for one last Friday Revival social and it’s shaping up to be a fantastic afternoon!

📅 Date: Friday 25th July

🕒 Time: 15:00 – 17:00

📍 Venue: The Robin Hood Pontefract

This is your chance to reconnect with local professionals, community champions, and friendly faces from across the 5 Towns. Whether you're a regular or new to the group, everyone’s welcome!

🎟️ Tickets: All proceeds go directly to The Prince of Wales Hospice, so your good time helps support a great cause.

👉 Reserve your spot now: https://www.trybooking.com/uk/EMDD

Already booked? Brilliant - we can’t wait to see you!

Still thinking about it? Don’t miss out - this is our final event before the summer break.

Feel free to forward this invite to colleagues, contacts, or anyone who enjoys a good catch-up for a great cause.

Let’s make this one to remember!

Supporting Partners:
Ridley & Hall Solicitors - South Elmsall/Pontefract
JS Recruitment
Oakworth Financial Planning Ltd
CFP Group

An end of month social gathering for business owners and managers across Pontefract and the FiveTowns - following on from our inaugural May 2023...

23/04/2025

Join us for a night of fun, trivia, and community spirit at the Friday Revival Quiz Night - Oakworth have their quiz team assembled and are raring to go!

📅 Date: Wednesday 7th May
🕕 Time: 6:00 PM
📍 Venue: The Northern Social
💷 Cost: £12 per person (includes a delicious steak pie & peas!)

Whether you're in it to win it or just for a laugh, this is your chance to:
✅ Network with fellow professionals
✅ Enjoy a great evening with your colleagues, friends and family
✅ Support a vital cause – all proceeds go to The Prince of Wales Hospice
🙌 Let’s come together to raise funds, build connections, and have a blast!
🔗 Register now: https://www.trybooking.com/uk/EMDH

A Friday Revival event with a twist. Its Quiz Night! We are working with The Northern Social and The Prince of Wales Hospice. We are looking for...

06/03/2025

Welcome Davis, Our New Financial Adviser!

Oakworth are delighted to announce that Davis Geidans is the latest addition to our advisory team.

Davis brings a fresh perspective, a strong work ethic, and a passion for helping clients make smart financial decisions.

We are really looking forward to seeing his career develop with ourselves!

26/02/2025

𝗙𝗿𝗶𝗱𝗮𝘆 𝗥𝗲𝘃𝗶𝘃𝗮𝗹 𝗶𝘀 𝗕𝗮𝗰𝗸 - 𝗦𝗮𝘃𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗲𝘀! 📆
Your fantastic support has enabled Friday Revival to raise £5,836 for The Prince of Wales Hospice. With your help we can hopefully add another £3,000 to the totaliser this year.

As a result of your feedback and input we have added some new events in the coming months:

🍻𝗙𝗿𝗶𝗱𝗮𝘆 𝗦𝗼𝗰𝗶𝗮𝗹
The Robin Hood
Friday 28th February
3pm to 5pm
Please book your tickets via https://www.trybooking.com/uk/EMCZ

🥐𝗕𝗿𝗲𝗮𝗸𝗳𝗮𝘀𝘁 𝗶𝗻 𝗛𝗼𝗹𝗹𝗮𝗻𝗱!
Farmer Copley’s
Thursday 27th March
8:30am to 10am
Booking link to be confirmed

🏇𝗔𝗳𝘁𝗲𝗿𝗻𝗼𝗼𝗻 𝗮𝘁 𝘁𝗵𝗲 𝗥𝗮𝗰𝗲𝘀
Pontefract Racecourse
Monday 14th April
Gates 12 onwards
Booking link to be confirmed

📝𝗤𝘂𝗶𝘇 𝗡𝗶𝗴𝗵𝘁
Northern Social
Wednesday 7th May
6pm start
Please book your tickets via https://www.trybooking.com/uk/EMDH

🍻𝗙𝗿𝗶𝗱𝗮𝘆 𝗦𝗼𝗰𝗶𝗮𝗹
The Robin Hood
Friday 27th June
3pm until 5pm
Please book your tickets via https://www.trybooking.com/uk/EMDA

🍻𝗙𝗿𝗶𝗱𝗮𝘆 𝗦𝗼𝗰𝗶𝗮𝗹
The Robin Hood
Friday 25th July
3pm until 5pm

Please book your tickets via https://www.trybooking.com/uk/EMDD
Please do reserve you place as soon as possible and share the event details with your colleagues and contacts to enable us to grow our Friday Revival Community whilst raising vital funds for the hospice.

An end of month social gathering for business owners and managers across Pontefract and the FiveTowns - following on from our inaugural May 2023...

06/12/2024

Making business social!🎄🎅🐮☕🥐

Friday Revival’s Christmas Coffee Morning on the Farm was an overwhelming success, raising crucial funds for The Prince of Wales Hospice and bringing the local community together in the true spirit of the season.

The event saw local businesses, friends, and families come together to celebrate the start of the festive period, generously contributing to help push the total raised for the Hospice to over £5,500 so far.

A heartfelt thank you to Farmer Copleys for being such gracious hosts, offering a beautiful venue and warm hospitality. A special shoutout to Recent Beans for sharing their story and hand-roasted coffee, which was a hit with everyone in attendance. And of course, a massive thank you to all those who attended and supported the event - your generosity made it all possible.

Stay tuned for more exciting Friday Revival gatherings throughout 2025 - we have plenty in the pipeline!

Supporting partners:
Oakworth Financial Planning Ltd
JS Recruitment
Ridley & Hall Solicitors - South Elmsall/Pontefract
Crest Commercial Finance

15/11/2024

Friday Revival has teamed up with Farmer Copleys and Recent Beans to bring you a perfect Christmas breakfast on the farm - with a coffee twist.

Join us from 8:30am on Thursday 5th December at Moo Cafe. Early access to the farm shop for some Christmas shopping, followed by a first class buffet breakfast served at 9am. The local award winning team from Recent Beans have kindly offered to bring you the opportunity to sample and learn about the different coffee varieties they roast. (A good old farmers brew will also be available).

All proceeds go to The Prince of Wales Hospice.

Please share this event with your colleagues, friends and family. This is a community initiative to raise vital funds for the hospice.

You can book your tickets via:

Friday Revival have teamed up with Farmer Copleys and Recent Beans to bring you a Perfect christmas breakfast. Join us from 8:30am with access to...

08/11/2024

🏆 WINNERS 🏆

Oakworth were named winners of the “Collaboration of the Year” award at the Wakefield Business Awards alongside partners of the collective.

The judges commended our partnership for its innovation and the meaningful impact it has generated - not only for those directly involved but for the wider community as well. This award is a testament to what can be achieved when organizations come together with a shared purpose.

Thank you to everyone who has supported our journey. We’re excited to continue creating positive change and pushing the boundaries of collaboration!

04/10/2024

Thank you so much for the incredible support we’ve already received for our annual Curry Night at Tulsi, happening next Tuesday evening! We have just two tables remaining, and we'd love to see a full house.

To secure your spot, please book your table at https://www.trybooking.com/uk/DWFE.

With collaboration with other local businesses, we’re aiming to raise an additional £1,600 by the end of the year, which will help fund another reclining chair for the Prince of Wales Hospice's current appeal. This would bring our total contribution to over £6,000. Your continued support means the world!

Networking event for businesses and groups across Pontefract and five towns. All proceeds to The Prince of Wales Hospice - this groups aim is to...