👋🏻 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.
Cash flow modelling
Pensions during divorce
Long term care
Estate and Inheritance tax planning
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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