0330 038 8941
Based in Melksham
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FCA Regulated
Becky and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 June 2025
Becky and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Becky has not received any client reviews in the past 12 months
Becky has not received any reviews in the last 12 months
Becky has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Becky has not yet added their qualifications to their profile
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Becky has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Becky and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 June 2025
Becky and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Becky has not received any client reviews in the past 12 months
Becky has not received any reviews in the last 12 months
Becky has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Becky has not yet added their qualifications to their profile
Qualifications not yet added
Becky has not yet added their qualifications to their profile
Transparent Fees
Becky has not yet added their fees to their profile
Fees not yet added
Becky has not yet added their fees to their profile
I have worked in Financial Services since 2014, and have been advising individuals, families and small businesses for the last 4 years. My particular areas of interest are cash flow modelling, pension planning (both pre and post retirement) and intergenerational wealth planning, including Inheritance Tax planning and Long Term Care. I have also worked with many clients going through divorce to support them with their long term financial plans. My family are incredibly important to me, which is why my practice is predominantly based around family financial planning. Outside of work, I enjoy spending time with my husband and our family pets, which include 2 dogs, 2 rabbits, 3 guinea pigs and some koi carp. I am also a keen rugby player and support a number of local organisations including my local carnival committee.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Oakfield Lee Financial Planning is a Trading Style of Sandringham Financial Partners Ltd (‘Sandringham’) which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 337 981 265.