Lauren has worked in financial services for the past 12 years, gaining experience across retail banking, pension platforms and mortgage networks.
In her current role, she looks after our estate planning clients, preparing Wills, Lasting Powers of Attorney and Severance of Tenancy, as well as assisting with the administration of our financial planning clients.
Lauren takes a practical, hands-on approach, helping clients manage their affairs efficiently and with confidence.
Lauren is mum to a three-year-old daughter, her “mini me” and absolute best friend. They love spending time outdoors, exploring the woods and going on adventures with their dog, Dave.
A keen gardener, Lauren never misses the chance to sit down and watch her hero, Monty Don, while planning her next planting project.
Cornwall.
‘Home’ by Edward Sharpe & The Magnetic Zeros.
My Chemical Romance – The Black Parade.
Wednesday Addams.
Eating biscuits.
Cheesecake.
Funny, eccentric and kind.
Mess!
A very personal necklace from my best friend.
Helena Bonham Carter, Monty Don and Esme Young.
My family, my dog and hearing the birds sing.
Skydived, visited the Lost Gardens of Heligan and scuba dived.
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Book an appointmentOakfield 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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