Blog

While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to ...

After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’...

Pubs have been at the heart of British life for centuries, offering a warm place to have a meal ...

An estate plan sets out how you’d like your assets to be managed and distributed during your life ...

According to a September 2025 Financial Planning Today article, 39% of people say a guaranteed income is their main priority in ...

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 ...