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

๐Ÿ‘‹๐Ÿป Hi, Iโ€™m Becky.

๐Ÿ“ Financial Planner based in Melksham, Wiltshire.

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Passionate about inter-generational Financial Planning and Wealth Succession.

๐Ÿ“ˆ Pensions and Retirement Specialist.

๐Ÿ’”Experienced in advising on Pension Sharing and Divorce.

๐ŸŒˆ Creating Financial Security, Happiness and Wealth.

๐Ÿ’š Family First.

โ›ฑ 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)
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Minimum pension value
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Minimum mortgage value
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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 (โ€˜Sandringhamโ€™) 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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