About Us

Hello and welcome to Oakfield Lee Financial Planning!

My name is Becky Lee, and I am an independent financial adviser and Pension Transfer Specialist.

I am passionate about financial planning and helping others achieve their financial goals.

I began my career in the financial services industry in 2014 and quickly realised that I wanted to focus on helping individuals and families with their personal finances, so I worked towards my diploma in financial advice with the chartered insurance institute (CII).

With almost a decade of experience in the financial services industry, I have helped countless clients achieve their financial goals.

I believe in taking a comprehensive approach to financial planning, which involves understanding each client’s unique situation and creating a customised plan that addresses their specific needs.

I am dedicated to helping my clients achieve financial freedom and security, and I believe that everyone deserves access to quality financial advice.

In addition to my work at Oakfield Lee Financial Planning, I also enjoy giving back to my community, and I volunteer my time as a trustee of 4Youth, which is a charity providing youth centres, youth work and counselling for young people.

When I’m not working, I enjoy spending time with my family and exploring new places with the help of my dogs, Bobby and Barney.

Thank you for visiting Oakfield Lee Financial Planning, and I look forward to the opportunity to work with you and help you achieve your financial goals.