Oakfield Lee Financial Planning
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
👋🏻 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.
Pension Transfer Specialist
Cash flow modelling
Retirement planning
Pension reviews
Pensions during divorce
Long term care
Estate and Inheritance tax planning
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Telephone
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Online (Live chat, video, email)
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Face to face
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.
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