Oakfield Lee Financial Planning
Initial consultation free
Independent
Pension transfer specialist
Female led Independent Financial Adviser.
Creating Financial Security, Happiness and Wealth for you and your family.
We can advise you on
Clients
helped
58helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mrs Rebecca Lee DipPFS
Director & Financial Planner
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Oakfield Lee Financial Planning is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority,FCA number 230342. Registered Address:,1 Queens Square, Ascot Business Park, Lyndhurst Road, Ascot, SL5 9FE, Berkshire. Registered in England, Registered Number 04961992. Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.
Legal information
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