Our Services

Planning for Retirement

Retirement planning is one of the most important aspects of financial planning. We can help you create a plan to save for retirement and identify the right investments to help you achieve your retirement goals.

Securing your family’s future

Protecting your family from financial difficulties isn't just about having savings and investments

Nurturing your business

You don’t run an average business so why have an average planner?

Leaving a Legacy*

Maximize the impact of your support

*Wills and Power of Attorneys and some aspects of Inheritance Tax Planning and Trusts are not regulated by the Financial Conduct Authority

Looking for something different?

We work alongside a range of professionals from other disciplines to offer our clients the best possible service. Contact us today for an introduction to one of our trusted contacts.

*These services are not regulated by the Financial Conduct Authority.

Carl Stacey

‘Oakfield Lee Financial Planning Ltd. recently helped me through the decision making process of arranging a pension.

They gave me clear and knowledgeable information on the various options available making it easy for me to make all the decisions needed.

They then provided me with an arrangement that ticked all the boxes. They have also been on hand to answer any queries throughout the process via phone and email with ease. All this at a superbly competitive rate.

I can highly recommend them and look forward to a rewarding future using their services.’