Margaret & Glenda

“Becky helped us turn a dream into something we could actually achieve.”

Margaret  
Hi, my name is Margaret Bolton, and this is Glenda Chapman. We’re clients of Oakfield Lee. We’ve been with Becky for a number of years and have continued to utilise her expertise as we’ve gone through our life journey.

Glenda  
As I was coming up to my retirement age, I needed somebody to advise me and talk to me in the simplest way that they could, and Becky did that for me. She helped me with what I was trying to achieve.

Margaret  
For me, it was really important to find a connection with a person who could understand where we were in our lives, andlives and then translate what we needed back to us in a non-technical way that we could understand.

Glenda  
Somebody had spoken about Becky, and we thought, as we weren’t very happy with our financial adviser we had at the time, we needed to talk to somebody who could help us out.

Margaret  
We met Becky in person, and her personality shone through. She’s a very upbeat, positive person. She’s calm, and very quickly understood what we wanted to achieve in our lives and where we were, so that she could see the gap, and the path we needed to take in order to get us where we wanted to be.

Glenda  
Working with Becky makes you feel comfortable, and if you’ve got any questions you need to ask her, it doesn’t matter how stupid the question is, she’s quite happy to answer and she doesn’t laugh at you or anything. So, she’s always there for you.

Margaret  
Everybody has dreams, but how do you make the dream a reality? In order to do that we needed somebody who could look at the detail for us, and say, “Look, your dream is a dream, it’s not obtainable”, or “Your dream can be a reality if you do X, Y, and Z”. We were lucky because Becky said the latter, and I’m happy to say that I’m now retired, we have moved to a different county to be closer to family, and financially, we’re in a much simpler place. That’s why it’s transformational for us. That’s what Becky’s enabled us to achieve.

Glenda  
I would describe Becky as calm. She listens to you, and she makes you feel comfortable. 

Margaret  
One of the best things about working with Becky is her support. We can 100% rely on her support, ; she’s never let us down. We trust in the advice that’s been given, because we know she’s got our best interests at heart.

Glenda  
The most valuable piece of advice that Becky has given to me is, “Don’t panic, I’ve got your back. I’ll look after you.” 

I would definitely recommend Becky and Oakfield to anybody who asks me who is looking for a financial adviser; she’s been great for us.