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  11. Oakfield Lee Financial Planning

Oakfield Lee Financial Planning

Independent Financial Adviser  17 Beech Avenue, Melksham, United Kingdom, SN12 6JP
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FCA authorised
Last authorised 26th July 2021
Creating Financial Security, Happiness and Wealth for you and your family.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Mrs Rebecca Lee DipPFS
Director & Financial Planner
About us

👋🏻 Hi, I’m Becky.

📍 Financial Planner based in Melksham, Wiltshire.

👨‍👩‍👧‍👦 Passionate about inter-generational Financial Planning and Wealth Succession.

📈 Pensions and Retirement Specialist.

💔Experienced in advising on Pension Sharing and Divorce.

🌈 Creating Financial Security, Happiness and Wealth.

💚 Family First.

⛱ Plans > Products.

Our services

Cash flow modelling
Retirement planning
Pension reviews
Pensions during divorce
Long term care
Estate and Inheritance tax planning

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Oakfield Lee Financial Planning is a Trading Style of Sandringham Financial Partners Ltd (‘Sandringham’) which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 337 981 265.

17 Beech Avenue, Melksham, United Kingdom, SN12 6JP

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