Becky Lee APFS

Managing Director and Chartered Financial Planner

Phone

01225 800 480

becky@oakfieldlee.com

Reviews and Ratings for Financial adviser Becky Lee, Melksham

Professionally

Becky has worked in financial services since 2014 and has been advising clients since 2016. She provides general financial planning, with particular expertise in pensions and retirement planning.

As a Chartered Financial Planner – a title awarded in recognition of advanced qualifications and professional standards – Becky also advises on Inheritance Tax and intergenerational planning.

Working with individuals and families, Becky’s overarching goal is to help people organise their finances in a way that supports them now and in the years ahead.

View Becky's...

FCA Register

Qualifications

Statement of Professional Standing

Personally

Outside of work, Becky is mum to Maddie and Noah, wife to Gar and chief organiser of life at home – alongside two cavachons, Bobby and Barney, who like to think they’re in charge!

She is Chair of 4Youth South West, a charity providing youth clubs and counselling services for young people, and enjoys being involved in work that supports her local community.

When she’s not working or parenting, you’ll usually find her with a book in hand or exploring charming National Trust properties.

On an ideal weekend , you can find me:

At Longleat with my family.

My favourite holiday destination is:

Disney!

My favourite song to play in the car is:

Usually something from Frozen or Moana, courtesy of my children.

The first album I bought was:

Green Day – American Idiot.

If I could be any fictional character , I would be:

Hermione Granger.

If I could turn any activity into an Olympic sport , I would win a medal in:

Changing my mind!

When the dessert menu arrives, I’m looking for:

Chocolate brownie.

The three qualities that draw me to new people are:

Intelligence, kindness and humour.

My pet peeve is:

Unnecessarily violent films!

The best gift I’ve ever received is:

My friend bought me a pendant with a picture of my late mum in to wrap around my wedding bouquet, and gave it to me the night before I got married.

The three people at my dream dinner party would be:

Steve Bartlett, the Princess of Wales and P!nk.

The three small things that make my day better are:

Fresh, clean bedding, no traffic and a good catch-up with friends.

Three things I haven’t done so far include:

Got a tattoo, been to Australia and ridden in a helicopter.

Becky's likes:

Rightmove shopping
Swimming in the sea
A hot, uninterrupted bath
Building Lego with my children
Hot chocolate (with all the trimmings).

Becky's dislikes:

Cauliflower
Cold mornings
Clothes shopping
Gory or violent films
When my children are poorly.

The people behind your plan

Meet your team

Lauren Todd

Client Relationship Manager

Freya Payne

Client Relationship Manager

Sally Bailey DipPFS

Paraplanner

Garman Lee

Director

Dan Teare

Financial Adviser

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.

      Excellent rating  
 Based on 17 reviews 
    
  
 
 
      Trustindex verifies that the original source of the review is Google. Becky was highly recommended to us when we were looking for a financial advisor to set up director’s pensions at extremely short notice! We literally had a few days left to get everything sorted from scratch to finish and even though she was super busy she managed to squeeze us in for a video consultation on the very same day we’d contacted her. Not at any point did we feel rushed however and the advice she gave us was great, Becky is very friendly, professional and knowledgeable. We’ve decided to also go ahead and use Oakfield Lee to write our new Wills and Power of Attorneys. We’re so pleased we’ve used Becky and can highly recommend her and the team at Oakfield Lee!
     
   Charlotte Brown 
 5 February 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Oakfield Lee are excellent at explaining complex financial topics in a clear and transparent fashion. With great customer focus, they work diligently to support you in all your financial endeavours.
     
   Margaret Boulton 
 13 January 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Personal, friendly and very professional.
     
   Aaron W 
 11 January 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. I recently had the pleasure of visiting Becky and her team, who helped me write my will, and I can't recommend them enough! From the very first meeting, they were incredibly knowledgeable and patient, guiding me through the entire process with ease. As someone who is completely clueless on wills and personal finance in general, everyone at Oakfield Lee welcomed me and explained things in a way that I could understand easily. They are all super knowledgeable and clued up and I can’t thank them all enough! Five stars all the way!
     
   Eden 
 11 January 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. I would not hesitate in highly recommending Becky and her team. Honestly couldn't have managed the financial issues arising from after my father died with out her. She has patiently and diligently advised and helped me over the last two years sorting out a trust and unpicking 30 years of admin. Becky is always clear and transparent about advice. I will also be using Oakfield Lee for power of attorney and they also now do will writing.Becky has always communicated very well and definitely cares about her customers and the service they receive.
     
   Joscelin Platt 
 10 January 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. We have recently used Oakfield Lee Financial Planning to set in place wills following the birth of our daughter. Prior to contacting Becky at OLFP we had very limited knowledge of the wills and trust process, not knowing the pro's and con's of the ways in which to divide our estate and ensure our daughter would be adequately provided for. Throughout the process Becky was personable, professional and immediately put us at ease, which was so reassuring (given that we had no previous experience with financial planning or a financial planner). After an initial consultation, Becky presented us with a range of options and guided us through the various paths of achieving our end goal, with in depth explanations in language that was clear and easy to understand. All our questions (big and small) were met with compassion and communication with OLFP was easy, prompt and informative. We are thrilled with the outcome and now that we have secure and thorough wills in place, have a greater peace of mind going forward. I cannot recommend Oakfield Lee more highly. We will no doubt be returning for pension advice in the not so distant future!
     
   Gabrielle Crabtree 
 2 November 2024
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Becky was as always very professional and gave the best advice, especially as retirement is a very big decision but she made it easy to understand. We left knowing the choice’s we had and excited for the future. Thank you Becky.
     
   Paul Simmons 
 11 October 2024
 
 
 
 
    Trustindex verifies that the original source of the review is Google. I HAVE USED OAKFIELD LEE FINANANCIAL PLANNING FOR  NUMBER OF YEARS, AND ONCE AGAIN THEY WERE THERE WHEN I NEEDED THEM. REBECCA HELPED ME TO RELEASE MY PENSION WHEN I TURNED 55 WHICH HAS ALLOWED ME TO PURCHASE MY LOVELY LITTLE HOME. BEFORE THAT I WAS LIVING IN THE LOUNGE OF MY PARENTS FOR THE LAST 17 YEARS, WHICH WAS NOT DOING MY MENTAL HEALTH ANY GOOD. THANKS TO THEM I AM NOW SETTLED AND MUCH HAPPIER IN MY LIFE. SO THANKYOU FOR MAKING MY DREAM COME TRUE. THIS WOULD NOT HAVE HAPPENED IF IT WASNT FOR THEIR PROFESSIONALISM AND THEIR SUPPORT THRU THE LAST MONTHS.
     
   COLIN DAY 
 20 May 2024