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.
Defined Benefit Pension Transfers
If you are considering transferring out, we are able to provide the full specialist advice required for pension pots valued above £30,000.
Consolidate or transfer your pension benefits
If your current scheme doesn’t offer the options you want, transferring or consolidating your pension pots into one scheme may be a good idea.
Cash flow Modelling
Not sure if you’re putting enough away to retire to the lifestyle you dream of? A cash flow model can help put you on the right track.
Pension Contributions and Tax Relief Planning
Some of the money you pay into a pension pot qualifies for tax relief, boosting the savings for the future.
Accessing Pensions Benefits at Retirement
There are several different ways to access your money, it’s important to know the different tax rules for each option.
Starting a Personal Pension
If you're self-employed or don't have access to a workplace pension, consider setting up a personal pension plan.
Securing your Family’s Future
Protecting your family from financial difficulties isn't just about having savings and investments
Protecting your Income
If you’re unable to work due to illness or injury, income protection can help you cover your monthly bills.
Life, Critical Illness and Family Protection
Protecting yourself and your loved ones against unexpected life events is an essential part of financial planning.
Investments
We can help you identify the right investments for your needs and create a diversified portfolio to help you achieve your financial goals.
Investing for Children
Even small amounts invested early can build up a substantial nest egg, so the sooner you start, the better.
Care Home Fees Planning
Its vital to begin to plan a suitable long-term strategy to help cover the cost of care.
Planning around Divorce
We can give you advice on pension sharing and help shape the divorce settlement.
Managing Debt
We can help you create a plan to pay off debt and manage it more effectively in the future.
Wills and Trusts*
Maximize the impact of your Estate
*Wills and Power of Attorneys and some aspects of Inheritance Tax Planning and Trusts are not regulated by the Financial Conduct Authority
Will Writing
A Will can ensure your estate goes to the people and causes you care about.
Inheritance Tax Planning
Planning ahead can ensure you leave as much as possible to your loved ones.
Lasting Power of Attorneys
Plan for when you are no longer able to manage your personal affairs.
Trusts
Can be used to pass on assets whilst you are still alive or to control and protect assets when someone is too young or incapacitated to handle their affairs.
Nurturing your Business
You don’t run an average business so why have an average adviser?
Pensions Benefits for Company Directors
Your business can help fund your retirement and reduce your company tax bill.
Employee Benefits, Death in Service, Key Person Insurance and Income Protection
Employee benefits can help attract the right candidates to your business.
Shareholder Protection Insurance
Can help with succession planning should a shareholder pass away or become incapacitated.
Auto-enrolment and Staff Pensions
Part of looking after your business is looking after your employees
Protection benefits for Company Directors
Your business can pay for your income protection and relevant life insurance, reducing your company tax bill.
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.
Mortgages
Equity Release
Home Insurance
Commercial Insurance
Medical Insurance
Conveyancing*
Accountants*
Bookkeepers*
'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.'