About us

With us, you’re in safe hands

Oakfield Lee is a financial planning practice based in Wiltshire, supporting individuals, families and business owners both locally and across the UK.

Since our founding in 2021, we’ve helped numerous clients gain clarity on their finances and explore the opportunities they can create for themselves and their loved ones.

Whether you’re just starting out or approaching a milestone, we’ll be alongside you every step of the way, offering support, guidance and reassurance whenever you need it.

Independent advice

We’re not tied to any single bank or investment house. Being independent means we can look across the whole market to find the right solutions for your needs. It allows us to keep our advice objective and entirely focused on what’s best for your future.

Chartered recognition

Our founder, Becky, is a Chartered financial planner. This is the highest level of qualification in our sector, and shows that the guidance you receive is based on a huge amount of training and a real commitment to doing things properly.

A female-led perspective

As a predominantly female firm, we offer a balanced perspective that’s often missing in traditional finance. We’re frequently recommended to those navigating major life changes, such as divorce or inheritance, and we take that responsibility seriously.

A culture of kindness

It might not be a typical business term, but we value being ‘nice’. We look after our clients and our team with genuine care, building relationships based on trust. We believe that being approachable and helpful is simply the right way to work.

Chartered Financial Planner

A Chartered financial planner has achieved the highest professional standards set by the Chartered Insurance Institute (CII). This designation reflects advanced qualifications, extensive experience, and a commitment to ongoing professional development and ethical practice. It signals that the planner or adviser can provide expert, reliable advice tailored to complex financial needs.

We’re on VouchedFor

We care deeply about the quality of advice and service we provide. Read our verified reviews to hear directly from clients about what it’s like to work with us.

Rooted in the community

Wiltshire isn’t just where we work – it’s home. By staying active in our local community, we remain closely connected to the lives and interests of the families we support.

Discover our impact

The people behind your plan

Meet your team

FAQs

Not sure where to start? Here’s what to expect when you work with us.

See all faqs
Do you offer independent financial advice?

Yes, we provide independent advice. This means our recommendations are based on a comprehensive and unbiased review of the market, and will be tailored to your specific needs and objectives.

Where are you based, and do you work with clients outside your local area?

We’re based in Melksham, Wiltshire and work with clients locally and across the UK through a mix of in-person and remote meetings.

What makes your firm different from other financial advisers and planners?

Oakfield Lee is proudly female led and built on a kindness-first philosophy. There is no minimum investment requirement, and the focus is always on providing clear, supportive and genuinely personal financial guidance.

Say hello

Whether you’re just starting out or approaching an important milestone, we’d love to hear from you.

Book an appointment

Phone

01225 800 480

Address

Unit 7, Shurnhold Farm Business Park, Melksham, Wiltshire, SN12 8DF

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    Oakfield Lee Financial Planning Ltd is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

    Registered in England and Wales, company number 13216847. Registered address: Unit 7, Shurnhold Farm Business Park, Melksham, Wiltshire, SN12 8DF.

    The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.

     

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