Meet the team

 
 
 
 
  Excellent rating  
 Based on 17 reviews 
 
 
  
  
 
 
 
 
  
 
 Trustindex verifies that the original source of the review is Google. 
Becky was highly recommended to us when we were looking for a financial advisor to set up director’s pensions at extremely short notice! We literally had a few days left to get everything sorted from scratch to finish and even though she was super busy she managed to squeeze us in for a video consultation on the very same day we’d contacted her. Not at any point did we feel rushed however and the advice she gave us was great, Becky is very friendly, professional and knowledgeable. We’ve decided to also go ahead and use Oakfield Lee to write our new Wills and Power of Attorneys. We’re so pleased we’ve used Becky and can highly recommend her and the team at Oakfield Lee!
  
 
  
 
 
 Charlotte Brown 
 
5 February 2025
 
 
 
 
  
 
 Trustindex verifies that the original source of the review is Google. 
Oakfield Lee are excellent at explaining complex financial topics in a clear and transparent fashion. With great customer focus, they work diligently to support you in all your financial endeavours.
  
 
  
 
 
 Margaret Boulton 
 
13 January 2025
 
 
 
 
  
 
 Trustindex verifies that the original source of the review is Google. 
Personal, friendly and very professional.
  
 
  
 
 
 Aaron W 
 
11 January 2025
 
 
 
 
  
 
 Trustindex verifies that the original source of the review is Google. 
I recently had the pleasure of visiting Becky and her team, who helped me write my will, and I can't recommend them enough! From the very first meeting, they were incredibly knowledgeable and patient, guiding me through the entire process with ease. As someone who is completely clueless on wills and personal finance in general, everyone at Oakfield Lee welcomed me and explained things in a way that I could understand easily. They are all super knowledgeable and clued up and I can’t thank them all enough! Five stars all the way!
  
 
  
 
 
 Eden 
 
11 January 2025
 
 
 
 
  
 
 Trustindex verifies that the original source of the review is Google. 
I would not hesitate in highly recommending Becky and her team. Honestly couldn't have managed the financial issues arising from after my father died with out her. She has patiently and diligently advised and helped me over the last two years sorting out a trust and unpicking 30 years of admin. Becky is always clear and transparent about advice. I will also be using Oakfield Lee for power of attorney and they also now do will writing.Becky has always communicated very well and definitely cares about her customers and the service they receive.
  
 
  
 
 
 Joscelin Platt 
 
10 January 2025
 
 
 
 
  
 
 Trustindex verifies that the original source of the review is Google. 
We have recently used Oakfield Lee Financial Planning to set in place wills following the birth of our daughter. Prior to contacting Becky at OLFP we had very limited knowledge of the wills and trust process, not knowing the pro's and con's of the ways in which to divide our estate and ensure our daughter would be adequately provided for. Throughout the process Becky was personable, professional and immediately put us at ease, which was so reassuring (given that we had no previous experience with financial planning or a financial planner). After an initial consultation, Becky presented us with a range of options and guided us through the various paths of achieving our end goal, with in depth explanations in language that was clear and easy to understand. All our questions (big and small) were met with compassion and communication with OLFP was easy, prompt and informative. We are thrilled with the outcome and now that we have secure and thorough wills in place, have a greater peace of mind going forward. I cannot recommend Oakfield Lee more highly. We will no doubt be returning for pension advice in the not so distant future!
  
 
  
 
 
 Gabrielle Crabtree 
 
2 November 2024
 
 
 
 
  
 
 Trustindex verifies that the original source of the review is Google. 
Becky was as always very professional and gave the best advice, especially as retirement is a very big decision but she made it easy to understand. We left knowing the choice’s we had and excited for the future. Thank you Becky.
  
 
  
 
 
 Paul Simmons 
 
11 October 2024
 
 
 
 
  
 
 Trustindex verifies that the original source of the review is Google. 
I HAVE USED OAKFIELD LEE FINANANCIAL PLANNING FOR  NUMBER OF YEARS, AND ONCE AGAIN THEY WERE THERE WHEN I NEEDED THEM. REBECCA HELPED ME TO RELEASE MY PENSION WHEN I TURNED 55 WHICH HAS ALLOWED ME TO PURCHASE MY LOVELY LITTLE HOME. BEFORE THAT I WAS LIVING IN THE LOUNGE OF MY PARENTS FOR THE LAST 17 YEARS, WHICH WAS NOT DOING MY MENTAL HEALTH ANY GOOD. THANKS TO THEM I AM NOW SETTLED AND MUCH HAPPIER IN MY LIFE. SO THANKYOU FOR MAKING MY DREAM COME TRUE. THIS WOULD NOT HAVE HAPPENED IF IT WASNT FOR THEIR PROFESSIONALISM AND THEIR SUPPORT THRU THE LAST MONTHS.
  
 
  
 
 
 COLIN DAY 
 
20 May 2024