Becky Lee APFS

Managing Director and Chartered Financial Planner

Phone

01225 800 480

Email

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.

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Qualifications
Statement of Professional Standing
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.
Qualifications

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Diploma in Regulated Financial Planning

    This meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • Certificate in Equity Release

    This meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • Certificate in Discretionary Investment Management

    The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA’s appropriate qualification requirements for this class of business.

  • Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

  • AF1 Personal Tax and Trust Planning

    This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.

  • AF5 Financial Planning Process

    This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

  • AF6 Senior Management and Supervision

    At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business.

  • AF7 Pension Transfers

    The qualification develops the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.

  • AF8 Retirement Income Planning

    This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.

  • J05 Pension Income Options

    At the end of this unit, candidates should be able to demonstrate an understanding of: the process of decumulating pension funds and the main issues for clients and advisers; the main choices facing members of pensions schemes during decumulation; the features, risks and tax treatment of the secured pension option; the features, risks and tax treatment of the unsecured pension option; the features, risks and tax treatment of phased retirement; and the features, risks and tax treatment of the alternatively secured pension option.

  • J10 Discretionary Investment Management

    At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

  • R01 Financial Services, Regulation and Ethics

    This qualification assesses a knowledge and understanding of the financial services sector, including regulation, legislation and the Code of Ethics.

  • R02 Investment Principles and Risk

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • CF1 UK Financial Services, Regulation and Ethics

    This qualification develops an understanding of the financial services sector, including regulation and legislation.

  • CF6 Mortgage Advice

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services sector, mortgage products, repayment options and the giving of mortgage advice.

  • CF8 Certificate in Financial Planning and Long-Term Care Insurance

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services sector, long-term care insurance products and the giving of long-term care insurance advice.

  • ER1 Equity Release

    This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

  • R05 Financial Protection

    This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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 dislikes:

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

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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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