Steve

Becky gave me the confidence to retire and trust that everything would be okay.

Hi, my name is Steve. I’ve been a client of Oakfield Lee for about four years, and Becky Lee, the owner, is my go-to contact.

I started to speak to Becky at the time I knew I was going to retire. I felt I had enough money, but I wasn’t quite sure, and I needed some professional guidance and assurance that I actually had enough.

Becky had a very good reputation around the town, and I also had a family member who’d used Becky for advice previously, and that persuaded me to give her a call.

My first meeting with Becky persuaded me to use her for the advice that I needed. Becky explained everything so clearly – very, very thoroughly – and she understood the problems that I had. I was very nervous about retiring. Having earned a wage, I couldn’t understand how I was going to be able to afford to live and get a much smaller pension. Becky saw me all through that and gave me confidence that I could retire.

In the two years I have been retired, after several conversations, we’ve changed the portfolio, and I feel more and more comfortable that I have enough money to live.

Becky is well known in the local community, everybody knows who she is, and it was important for me to have some local representation. I can actually walk to Becky’s office and get advice when I have appointments, so that’s really, really nice. I think it’s important that people from the local community build their businesses and thrive, and I’m happy to help with that.

One of the best things about working with Becky is that she understands how people feel and the nerves that people feel about finance, and she puts all that to rest very easily and in a clear and concise manner.

I’m much happier with my financial future. To start with, it was the nerves that made me go to see Becky. I don’t have those nerves now. There are things beyond our control that could affect that, but we’re set up, and I’m quite happy with how I’m set up.

The best advice Becky’s ever given me is to relax, lay everything out exactly as I have it – so, my monies and my situation – and let her show me the way forward. She’s done that, and to be honest, my nerves have gone completely; I trust her.

I would certainly recommend Becky to anyone who’s looking for financial advice, whatever level that may be. Mine was retirement, but there are many other things that she could cover.

I think you’ll find that Becky is very clear, concise, and understanding. She speaks to you in a way that you completely understand what is on offer and what your options are without jargon.