Golden Oak Wealth Management

Friendly, local, independent financial advice.

Willoughby House 2 Broad St, Stamford, PE9 1PB Directions

   Now closed Open Monday 08:00 - 18:00

Why Choose Us?

Expert Advice
Bespoke Service
Fully Qualified

Business overview

Golden Oak Wealth Management provide fully-independent and unbiased financial advice in Stamford, Cambridge and surrounding areas.

Golden Oak Wealth Management are independent and unbiased Financial Advisers. We specialize in bespoke financial planning that is designed to help grow your investments, preserve your wealth and to achieve your financial aspirations.

Our services include:

Pension advice

Pension drawdown advice and retirement planning

Investing for income

Investing for growth

Stocks and shares ISA's

Inheritance tax planning

Trusts

Income protection insurance

Life insurance

Critical illness insurance

Key person insurance

Shareholder protection

Corporate benefits

Photos

Image 2 of Golden Oak Wealth Management

Products & Services

Financial Planning

Financial Consultants

FCA Regulated

Investment Consultants

Investments

Life Assurance and Pension Consultants

Life Insurance

Pensions

Tax Planning

Child Trust Funds

Income Protection Insurance

Independent Financial Advisers

Investment and Trust Companies

Credentials

Accreditations

  • Financial Services Compensation Scheme (783726)

Associations

  • Financial Conduct Authority (783726)

Qualifications

  • Wealth Management, Level 7 Diploma (Chartered Institute of Securities & Investments)
  • Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)

Reviews

Highly engaged and proactive financial advice

5
After many years of managing my own financial affairs, I wanted to find an independent financial adviser near me who would be able to advise me throughout my retirement. It has been great to work with Golden Oak who completed a very progressive review of my finances (investments, pensions, life and illness insurance & Inheritance tax planning), identifying issues and suggesting sensible solutions. Henry invested a great deal of time in getting to know me and i feel completely at ease that my finances are in safe hands.
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