Estate Planning

Protecting what matters most

Estate planning is about making sure your wishes are understood and that the people and things that matter most to you are properly protected.

While it can be tempting to put estate planning off until later in life, having the right plans in place can provide reassurance at any stage of your life.

From making a Will and arranging Lasting Powers of Attorney to considering inheritance tax and how your assets will be passed on, effective estate planning can help you prepare for the future and reduce potential uncertainty for your loved ones

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When should I start 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:

Make your wishes clear

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.

Be ready for the unexpected

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.

Protect your family’s inheritance

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.

Your journey

Here’s how we take you from where you are now to where you want to be.

Step 1

Step 2

Step 3

Step 4

Step 5

Step 1

The first conversation

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.

Step 2

Building the plan

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.

Step 3

Sharing our findings

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.

Step 4

Putting things in place

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.

Step 5

Staying on track

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.

Our clients love us

Margaret & Glenda

“Becky helped us turn a dream into something we could actually achieve.”

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Steve

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

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Rupert

I don't really worry about money anymore. I know my family will be okay.

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See what they say

What we do

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.

We’re on VouchedFor

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.

      Excellent rating  
 Based on 17 reviews 
    
  
 
 
      Trustindex verifies that the original source of the review is Google. Becky was highly recommended to us when we were looking for a financial advisor to set up director’s pensions at extremely short notice!

We literally had a few days left to get everything sorted from scratch to finish and even though she was super busy she managed to squeeze us in for a video consultation on the very same day we’d contacted her. Not at any point did we feel rushed however and the advice she gave us was great, Becky is very friendly, professional and knowledgeable.

We’ve decided to also go ahead and use Oakfield Lee to write our new Wills and Power of Attorneys.

We’re so pleased we’ve used Becky and can highly recommend her and the team at Oakfield Lee!
     
   Charlotte Brown 
 5 February 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Oakfield Lee are excellent at explaining complex financial topics in a clear and transparent fashion. With great customer focus, they work diligently to support you in all your financial endeavours.
     
   Margaret Boulton 
 13 January 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Personal, friendly and very professional.
     
   Aaron W 
 11 January 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. I recently had the pleasure of visiting Becky and her team, who helped me write my will, and I can't recommend them enough! From the very first meeting, they were incredibly knowledgeable and patient, guiding me through the entire process with ease. As someone who is completely clueless on wills and personal finance in general, everyone at Oakfield Lee welcomed me and explained things in a way that I could understand easily. They are all super knowledgeable and clued up and I can’t thank them all enough! Five stars all the way!
     
   Eden 
 11 January 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. I would not hesitate in highly recommending Becky and her team. Honestly couldn't have managed the financial issues arising from after my father died with out her. She has patiently and diligently advised and helped me over the last two years sorting out a trust and unpicking 30 years of admin. Becky is always clear and transparent about advice. I will also be using Oakfield Lee for power of attorney and they also now do will writing.Becky has always communicated very well and definitely cares about her customers and the service they receive.
     
   Joscelin Platt 
 10 January 2025
 
 
 
 
    Trustindex verifies that the original source of the review is Google. We have recently used Oakfield Lee Financial Planning to set in place wills following the birth of our daughter. Prior to contacting Becky at OLFP we had very limited knowledge of the wills and trust process, not knowing the pro's and con's of the ways in which to divide our estate and ensure our daughter would be adequately provided for.

Throughout the process Becky was personable, professional and immediately put us at ease, which was so reassuring (given that we had no previous experience with financial planning or a financial planner). After an initial consultation, Becky presented us with a range of options and guided us through the various paths of achieving our end goal, with in depth explanations in language that was clear and easy to understand. All our questions (big and small) were met with compassion and communication with OLFP was easy, prompt and informative.

We are thrilled with the outcome and now that we have secure and thorough wills in place, have a greater peace of mind going forward. I cannot recommend Oakfield Lee more highly. We will no doubt be returning for pension advice in the not so distant future!
     
   Gabrielle Crabtree 
 2 November 2024
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Becky was as always very professional and gave the best advice, especially as retirement is a very big decision but she made it easy to understand. We left knowing the choice’s we had and excited for the future. Thank you Becky.
     
   Paul Simmons 
 11 October 2024
 
 
 
 
    Trustindex verifies that the original source of the review is Google. I HAVE USED OAKFIELD LEE FINANANCIAL PLANNING FOR  NUMBER OF YEARS, AND ONCE AGAIN THEY WERE THERE WHEN I NEEDED THEM. REBECCA HELPED ME TO RELEASE MY PENSION WHEN I TURNED 55 WHICH HAS ALLOWED ME TO PURCHASE MY LOVELY LITTLE HOME. BEFORE THAT I WAS LIVING IN THE LOUNGE OF MY PARENTS FOR THE LAST 17 YEARS, WHICH WAS NOT DOING MY MENTAL HEALTH ANY GOOD. THANKS TO THEM I AM NOW SETTLED AND MUCH HAPPIER IN MY LIFE. SO THANKYOU FOR MAKING MY DREAM COME TRUE. THIS WOULD NOT HAVE HAPPENED IF IT WASNT FOR THEIR PROFESSIONALISM AND THEIR SUPPORT THRU THE LAST MONTHS.
     
   COLIN DAY 
 20 May 2024