Oakfield Lee Financial Planning LTD
Reference number: 1033570
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 1 year
- Protected through the principal
- No FCA actions
- Active company since 2021
- Accounts filed up to 31 March 2026
Responsible principal firm
ValidPath Limited Reference number: 197107 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Oakfield Lee Financial Planning LTD (FRN 1033570) is an AR of ValidPath Limited (FRN 197107). When you use Oakfield Lee Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Oakfield Lee Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Unit 7, Shurnhold Farm Business Park, Shurnhold, Melksham, Wiltshire, SN12 8DF, United Kingdom
In the full report: 3 background checks
- When oakfieldlee.com first appeared online, and whether it can receive email
- What kind of line 01225 800480 is
- Who else gives the postcode SN12 8DF
FCA permissions and consumer protection
- Protection through the principal firmProtection works through ValidPath Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 13216847 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 22 February 2021 (5 years old)
- Registered office
- Unit 7 Shurnhold Farm Business Park, Melksham, Wiltshire, SN12 8DF, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Rebecca Louise Lee | Director | May 1992 | 22 Feb 2021 | 4 other companies |
| Garman Lee | Director | Sep 1978 | 6 Apr 2021 | 3 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 4
- closed down
- 1
- run together
- 3
In the full report: all 4 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 3 companies these 2 directors run together
Filed accounts and finances
Net assets
£13.9k
+50% from £9,258
Employees (average)
5
+25% from 4
Owed within a year
£55.0k
+65% from £33.4k
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2022 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 13216847. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Oakfield Lee Financial Planning’s history from the FCA register and Companies House, newest first.
2025
29 April 2025
- Became an appointed representative
FCA register
2021
6 April 2021
- Garman Lee appointed as a director
Companies House
22 February 2021
- Incorporated at Companies House
- Garman Lee became a part-owner (25–50% of shares)
- Rebecca Louise Lee became the majority owner (50–75% of shares)
- Rebecca Louise Lee appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Oakfield Lee Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Melksham
In the Swindon (SN) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Oakfield Lee Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 4 other companies its directors have run, named
- 3 background checks on its contact details
- 5 years of accounts, charted
- All 6 events in its history
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Frequently asked questions about this firm
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What do Oakfield Lee Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk