Oakfield Lee Financial Planning

07/09/2026

We've given our website a fresh new look! 🌳🌰

Take a look: https://oakfieldlee.com/ 👈

We've recently launched our new website, and it's designed to make it easier to find the guidance you need, wherever you are in life.

Whether you're starting your financial journey, approaching retirement, or thinking about how to pass on your wealth, you'll find clear information, free guides and real client stories, all in one place.

Same team, same Wiltshire roots, just a better way to connect with us.

Happy browsing! 🏄

03/09/2026

At Oakfield Lee Financial Planning, client trust means everything to us. 🌳

We're proud to hold a 5-star rating on Google and an equally strong track record on VouchedFor, built entirely on the experiences of clients like this.

If you're looking for financial planning advice you can rely on, take a look at what our clients say:

⭐ Google Reviews: https://share.google/HvnrcssLmpvrTgCG4
⭐ VouchedFor Profile: https://www.vouchedfor.co.uk/firm/9356-oakfield-lee-financial-planning

Get in touch today to see how we can help you plan for the future.

31/08/2026

We're proud to be sponsoring this year's Melksham Food and River Festival taking place Saturday 5th and Sunday 6th September at King George V Playing Fields. 🌳

Now in its 11th year, the festival brings together local food and drink producers, community groups and independent businesses for a free, family-friendly weekend by the river, with live music, stalls, and boats on the water. 🛶 🍔

As a Melksham-based firm, supporting events that bring our community together is something we're genuinely glad to do. Come and say hello if you're there. 👋

And it's Free Entry, so we really hope to see you there!

Melksham Food and River Festival

27/08/2026

Buy-to-let remains one of the most widely considered investment routes in the UK, but it isn't without complexity. 🏡

Our latest guide sets out the key considerations, from rental income and long-term capital growth potential, to the upfront costs, ongoing responsibilities, and tax implications involved, including recent and upcoming changes to Capital Gains Tax and property income tax rates.

Swipe through for a balanced look at the pros and cons. 👍👎

To discuss whether buy-to-let fits your wider financial strategy, contact Oakfield Lee Financial Planning on 01225 800 480 or [email protected]

24/08/2026

Please join us in giving a warm welcome to Dan Teare, our newest Financial Adviser! 🌳

With over 11 years in financial services, Dan has worked his way up from administrator to paraplanner to adviser giving him a real understanding of the financial planning journey from every angle. His particular expertise lies in investment planning and complex Inheritance Tax planning, especially for business owners and high net worth individuals. 📈

Outside the office, Dan's time is split between his two young children, watching football, rugby and F1, and nursing a long-held dream of turning a car into an actual race car.

Say hello to Dan in the comments below! 👋

22/03/2026

🍰

Quick shout out to Becky and her team at Oakfield Lee Financial Planning for being our cake judges today .. it’s a tough job but someone has to do it !

17/02/2026

WE ARE RECRUITING 🌳 🐿️

We are very excited to share that we are recruiting for a Junior Financial Adviser to join our team in Melksham!

Please share with any budding financial advisers who might be interested 🌟

Posted 11:10:04 PM. Junior Financial AdviserFull-Time Preferred | Part-Time Considered (Minimum 28 Hours Per Week)Are…See this and similar jobs on LinkedIn.

24/12/2025

Happy Christmas to all of our lovely clients and followers!

26/02/2025

What has greater importance… your phone… or your life? 💭

Message us for a free quote on your life insurance policy. Protect your life; protect your family 🤍👇🏽

20/02/2025

SAVE IT ⬇️

How many of these do you have in place already? ✍🏼

Make 2025 the year you become more financially organised and secure 🔐