Estate planning is about making sure your home, savings and personal belongings are passed on in the way you intend.
We help you put the right arrangements in place, from Wills to Lasting Power of Attorney, so everything is clearly documented and your loved ones are looked after when the time comes.
The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning.
The truth is, it’s never too early. Thinking about the future can feel overwhelming, but with us by your side, you can:
A Will sets out exactly how you want your estate to be handled. We help you sort through the specifics, from who will look after your home to how your savings will be shared, so there is no confusion further down the line.
By setting up a Lasting Power of Attorney or a Will today, you take the pressure off your family. You are making the difficult choices now so they don’t have to make them during a crisis, giving everyone a clear path to follow.
Planning ahead means more of what you’ve built stays with your children or grandchildren. We’ll help you look at how to pass on assets in a way that is tax-efficient, making sure the people you love get the full benefit of your hard work.
Here’s how we take you from where you are now to where you want to be.
It all starts with a chat to see if we’re a good fit for one another. This is simply a chance for you to tell us what’s on your mind and for us to see how we can help.
We’ll talk about what you’d like to achieve and see how our approach fits with your plans.
Once we know where you’d like to go, we take a closer look at your finances. From savings and pensions to investments, we organise everything so it all works together.
This step is about creating a plan that supports your life, your family and the future you want to enjoy.
When the plan is ready, we’ll sit down and walk you through it. We’ll show you the potential of your finances and answer any questions, making sure the path we’ve suggested feels right.
Having everything laid out clearly makes it much easier to decide on the next steps for your loved ones.
If you’re happy to move forward, we’ll set the plan in motion. We take care of all the practical steps behind the scenes, from moving investments to setting up protections.
Everything is organised so your finances are structured and working together to support your life and your family’s future.
As your life evolves, your plan should be able to change with it. We’ll catch up regularly to see how you’re getting on and adjust your finances if your circumstances or priorities shift.
This ongoing support means your plan stays relevant to your family as the years go by.
No matter where you are in life, we’re here to help you find the right path.
We care deeply about the quality of advice and service we provide. Read our verified reviews to hear directly from clients about what it’s like to work with us.
Whether you’re just starting out or approaching an important milestone, we’d love to hear from you.
Book an appointmentOakfield 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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