Independent Financial Advice

  • pensions
  • protection
  • investments
  • Wills and Estate Planning

Whether you want to save for your family’s future, plan your retirement income or leave a legacy for your loved ones, my professional financial advice will help you achieve your goals.

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  • ‘I am a relatively new investor. After a family inheritance followed closely by the death of my husband I was in desperate need of sound advice and a sympathetic ear.

    Becky Lee is the person who has provided both. Through taking time to get to know me, listening, as well as delving into my finances she deduced that I was not only very inexperienced but also very nervous.

    She has now invested my money in an ethical and low risk fund which gives me the reassurance I need at a time of economic uncertainty. I know that I have the funds to meet my day to day expenses and also extra if I need it to cover unexpected outgoings.

    However, the bulk of my investments are safe, tax efficient, there for the long term but available should I need it.

    I rate Becky very highly.’

    Debbie Smith

    Oakfield Lee client

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