Rebecca Lee
Helping to plan a secure financial future
Mapping out your goals is the first step to financial security
Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.
I specialise in the following advice services:
- Lifetime Financial Planning
- Pension & Retirement Planning
- Investment & Wealth Management
- Later Life & Estate Planning
- Personal Protection
- Workplace Pension
- Business Protection Planning
- Defined Benefit Transfer Specialist
Rebecca Lee, Independent Financial Adviser, Melksham
Oakfield LeeI’m Becky, and I’ve worked in Financial Services for the last 8 years. I started in banking and I’ve worked up to providing regulated financial advice. Before founding Oakfield Lee in March 2021, I had been an adviser with a local firm for 4 years.
I live in Melksham with my husband, Gar, daughter Maddison, and 2 dogs, Bobby and Barney. In my spare time I enjoy swimming, playing rugby for Melksham Ladies and spending time with my extended family.I’m very proud of our community and as such do what I can do help and improve it. I am the Chair of Melksham Carnival and sit on the steering committee for Melksham Chamber.My family are a big part of my life, which is why I have focused my practice around providing financial advice and guidance to families.I provide jargon-free financial advice focusing on building and protecting the wealth and financial health of my clients. My independent status means I can offer advice on all aspects of financial planning using products from across the whole market.
I am passionate about helping my clients understand their options and enjoy demystifying some of the more complex areas that some may find daunting. I also ensure that I put my clients at the heart of everything I do ensuring that I operate with the highest level of integrity and transparency.
My key areas of expertise include investment and wealth management, planning for retirement, inheritance and tax planning and both personal and business protection planning.
An Integrated Approach to Financial Services
Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.
Our Independent Financial Advice process:
Create
ISAs, Junior ISAs, other general investments to suit your needs
Build
Mortgages, buy-to-let, other borrowing, cash management
Protect
Income protection, life insurance, critical illness, later-in-life
Enjoy
Pensions, trusts, equity release, wills, inheritance & estate planning.
My specific areas of expertise:
Investment & wealth management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Personal protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Lifetime financial planning
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Later life & estate planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pensions & retirement planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Workplace pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Business protection planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Defined benefit pension transfer specialist
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
First consultation at my cost
If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.
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