Blog

A financial plan is rarely focused solely on the person making it. For many, a successful plan also benefits ...

Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into ...

We’re a busy bunch here at Oakfield Lee. When I’m not helping you and my other clients ...

Are you a glass-half-full person? While some people dismiss optimism as naivety or a tendency to overlook the challenges ...

There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However, ...

Taking control of your finances can be frightful. Complex rules that are easy to overlook could mean you fall ...

Retiring should be a milestone you look forward to. It’s a chance to spend your time how you ...

Traditionally, you’d go from full-time employment to retirement on a set date. Now, more workers are embracing retirement ...

While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets ...

A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will ...

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The ...

It’s not too late to book a holiday to explore a new destination in 2025. In fact, the colder ...