23 Feb 26 Blog The new year financial resolution you will keep This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The ... Read more
23 Feb 26 Blog Meet client relationship manager, Lauren, in your Oakfield Lee team update Having spent a lifetime working hard and amassing wealth, you’ll want to use that hard-earned cash to fund ... Read more
23 Jan 26 Blog The importance of value and wellbeing when making financial decisions This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The ... Read more
23 Jan 26 Blog 2 reasons to combine your financial plan with your partner’s Love is in the air with Valentine’s Day just around the corner. Amid planning romantic gestures, thinking about ... Read more
23 Jan 26 Blog How much should you contribute to your pension? A third of people don’t know how much they need to contribute to their pensions every year to ... Read more
23 Jan 26 Blog Why retirement has a language problem and how to change the narrative Language is powerful. The words you use to describe different scenarios can change how you perceive events, and the ... Read more
23 Jan 26 Blog 5 little indulgences that could make your retirement lifestyle more luxurious Retirement is the perfect time to add some little indulgences into your life, your reward for navigating the challenges ... Read more
23 Jan 26 Blog Investment market update: December 2025 After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may ... Read more
23 Dec 25 Blog Investment market update: November 2025 One of the biggest factors affecting investment markets in November 2025 was concern about an AI bubble. Despite this, there ... Read more
23 Dec 25 Blog 5 important lessons you could take from Ed Sheeran’s estate plan Musician Ed Sheeran is unlikely to be the first person you think of when you want estate planning advice, ... Read more
23 Dec 25 Blog 8 financial tasks to complete in the New Year After the festive rush of time spent with family and friends, the quieter days of the new year can ... Read more
23 Dec 25 Blog Explained: The new Cash ISA rules and what they mean for your savings In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect under-65s. The change could ... Read more