Oakfield Lee - Independent Financial Advisers

Oakfield Lee provides independent financial advice tailored to individual needs, assisting clients with retirement planning, family protection, and investment management. They offer unbiased advice to help clients achieve their financial goals through a comprehensive approach.
  • Wills
  • Pensions
  • Investments
  • Debt management
  • Protection services
  • Cash flow modelling
  • Inheritance tax planning
Size
Small
Phone
01225 800 480
Website
oakfieldlee.com
Email
Available in Endole App
Locations
Business Park, Unit 5 Shurnhold, SN12 8DF
01225800480
10:00 - 13:00
Digital Popularity
Social Media
Company Details
Oakfield Lee - Independent Financial Advisers is operated by Tavistock Partners (UK) Ltd and is a Active company incorporated on 12 November 2003 with the registered office located in Ascot, Berkshire. Tavistock Partners (UK) Ltd was registered 21 years ago.
Status
Active
Size
Medium
Directors
5
Age
21 years old
Employees
53
Turnover
£13.44M
Total Assets
£11.48M
Cash in Bank
£745K
Total Liabilities
-£3.24M
Johanna Rager
Director • Austrian • Lives in England • Born in Sep 1969
Malcolm Andrew Harper
Director • British • Lives in UK • Born in Feb 1966
Gregor Mark Preston
Director • British • Lives in England • Born in Feb 1988
Benjamin Scott Raven
Director • British • Lives in England • Born in Jan 1985
Brian Kenneth Raven
Director • British • Lives in England • Born in Apr 1956
Tavistock Investments Plc
PSC
More information on Tavistock Partners (UK) Ltd
Teams
All
2
Management
2
Other
1
Rebecca Lee
Chartered Financial Planner • Joined Mar 2021
Sally Bailey Dippfs
Paraplanner • Joined Nov 2024
Sally Bailey Dippfs
Paraplanner • Joined Nov 2024
Rebecca Lee
Chartered Financial Planner • Joined Mar 2021
Rebecca Lee
Financial Planner And Pension Transfer Specialist • Joined Mar 2021