What we do

How we can help

No matter where you are in life, we’re here to help you find the right path.

Financial planning

Financial planning is about understanding whether your money can support the life you want to live, now and in the future. We help you make confident decisions, explore different options and create a plan that adapts as your circumstances evolve.

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Estate planning

Looking after your family’s future is about more than simply writing a will. We help you put the right foundations in place so you can pass on your wealth in a way that reflects your wishes, with everything arranged just as you’d want it.

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Whether you’re just starting out or approaching an important milestone, we’d love to hear from you.

Book an appointment

Phone

01225 800 480

Address

Unit 7, Shurnhold Farm Business Park, Melksham, Wiltshire, SN12 8DF

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    Oakfield Lee Financial Planning Ltd is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

    Registered in England and Wales, company number 13216847. Registered address: Unit 7, Shurnhold Farm Business Park, Melksham, Wiltshire, SN12 8DF.

    The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.

     

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