Golden Oak Wealth Management

About

Golden Oak Wealth Management provide independent and unbiased financial advice in and around Stamford, Cambridge, London and the surrounding areas.

The firm was established in 2017 by Henry Metcalf, having identified a need for holistic financial planning for high-net-worth clients and business owners in the local area.

We are committed to providing the highest standard of financial advice and service possible. The interest of our clients is paramount to us and to achieve this we have designed our systems and procedures to place clients at the heart of our business. Our aim is to safeguard our clients' financial future, not only for today but also for generations to come.

Our financial advisers hold Chartered-level qualifications with the Chartered Institute for Securities and Investments (CISI) and the Chartered Insurance Institute (CII), and they are supported by a friendly, highly qualified, and motivated team.

For more information, please visit our website or speak to us on 01780 723118.

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