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
23 Dec 25 Blog 5 practical tips that could help you become mortgage-free sooner Becoming mortgage-free is a dream for many people. According to IFA Magazine (15.10.2025), one in six first-time buyers hope to ... Read more
23 Dec 25 Blog Phasing into retirement: 5 essential financial considerations While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to ... Read more
26 Nov 25 Blog Your Autumn Budget update, and what it means for you After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’... Read more
24 Nov 25 Blog 10 pubs with a fascinating history to order a pint Pubs have been at the heart of British life for centuries, offering a warm place to have a meal ... Read more
24 Nov 25 Blog The difficult but important estate planning conversations to have with your family An estate plan sets out how you’d like your assets to be managed and distributed during your life ... Read more
24 Nov 25 Blog 3 valuable ways to create a guaranteed income in retirement According to a September 2025 Financial Planning Today article, 39% of people say a guaranteed income is their main priority in ... Read more
24 Nov 25 Blog How the benefits of your financial plan go beyond you to your family A financial plan is rarely focused solely on the person making it. For many, a successful plan also benefits ... Read more
24 Nov 25 Blog Phasing into retirement: The emotional and financial benefits Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into ... Read more
22 Oct 25 Blog Welcome to your Oakfield Lee business update We’re a busy bunch here at Oakfield Lee. When I’m not helping you and my other clients ... Read more
13 Oct 25 Blog Why you should look on the bright side of life Are you a glass-half-full person? While some people dismiss optimism as naivety or a tendency to overlook the challenges ... Read more