Oakfield Lee Financial Planning

Independent Financial Adviser  17 Beech Avenue, Melksham, SN12 6JP
First meeting at adviser's own cost
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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Auto enrolment
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Defined benefit
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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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Pensions transfer
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SIPPs
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Stakeholder
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Mortgage protection
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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Income protection insurance
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Life insurance
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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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mrs Rebecca Lee DipPFS
Director & Financial Planner

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

What our clients say
Rebecca offers a first class service. She is very knowledgeable and explains everything so clearly. Rebecca is professional yet so friendly and relatable. It was an absolute pleasure doing business with her!
Emma B, Melksham
I highly recommend Rebecca, her kind friendly nature will put you at ease, and she will take the time to explain everything properly to you. Becky helped me get my first house! And is in the middle of sorting out pensions for me. First class service - this lady will go above and beyond- highly recommend.
Kirsty L, Melksham
Cannot recommend Rebecca highly enough. professional and friendly who goes above and beyond to help her clients. Rebecca has helped me with our personal insurances and a very tricky mortgage application, I wouldn't use anyone else.
Claire S, Melksham
Cannot recommend Rebecca enough! She makes sure she has all the information she needs to easily help you with your financial minefield. Rebecca is the first person I’ve used that is so knowledgeable, thorough and who doesn’t make you feel pressured. Wonderful service!
Vikki S, Melksham
Couldn't recommend enough, Becky listened to what I wanted, then with her insight, knowledge, experience and best advice gave me a few options and her opinions with them. Really pleased she just spent the time and effort to help me out with it.
Emily P, Melksham
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

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

Where to find us
Head office address: 17 Beech Avenue, Melksham, SN12 6JP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    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 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.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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