Safeguarding Your Financial Future, Today and Tomorrow
Who We Are
At Golden Oak Wealth Management, we are a team of highly qualified and experienced wealth management professionals, dedicated to providing independent financial advice to high-net worth individuals in and around Stamford, Cambridge, London, and the surrounding areas. With over 35 years of experience, we pride ourselves on providing tailored advice to each of our clients, understanding their individual needs, challenges, and aspirations. Our aim is to safeguard our clients' financial future, not only for today but also for generations to come.
Our Services
We offer a comprehensive range of services, including:
- Independent Financial Advice: We provide tailored financial advice, tailored to each client's individual needs and circumstances.
- Investment Planning: We help our clients create a personalized investment plan, designed to achieve their financial goals.
- Retirement Planning: We work with our clients to plan for their retirement, ensuring they have a secure financial future.
- Business Owners: We provide advice on business succession and wealth transfer, to ensure the smooth transfer of business and wealth to future generations.
- Trustees/Attorneys: We offer expert guidance on managing trusts and estates, ensuring the financial well-being of beneficiaries.
Client Testimonials
At Golden Oak Wealth Management, we pride ourselves on delivering exceptional service to our clients. Here are just a few examples of what our clients have to say about our services:
- "Dan is pivotal in providing us with reliable and informed advice and opportunities, as we plan for our financial future." - Mrs. J, Stamford
- "Henry helped me secure and set up a suitable investment plan and pension scheme. He was available whenever I needed him, and he helped me understand financial concepts that previously were alien to me." - Mr. T, Merseyside
- "Henry did a comprehensive review of my investments and wrote a considerable report that confirmed his recommendations. From this he moved my ISAs into new funds and my pension remained in situ. I am now feeling back in control of my retirement." - Mr. W, Cambridge
Community Involvement
We are committed to giving back to our local community and are proud to support various charities and initiatives. We believe that it is our responsibility to use our skills and expertise to make a positive impact on the community.
Meet the Team
Our team is comprised of highly qualified and experienced professionals, dedicated to providing exceptional service to our clients. Meet our team here.
Contact Us
For a friendly chat, please call us on 01780 723118 or email us at info@goldenoakwealth.co.uk. We look forward to helping you achieve your financial goals.
Overall Experience
The reviewers have had a highly positive experience with Golden Oak, with both reviewers giving a 5-star rating.
Personalized Service
Henry from Golden Oak has provided personalized service to both reviewers, taking the time to understand their individual needs and concerns. He has helped them to understand their pension and retirement options, and has provided first-class guidance and assistance with their investments.
Professionalism and Communication
The reviewers have praised Golden Oak's professionalism and communication style, citing quick responses to queries and a seamless transition from their old adviser. The company has kept them informed throughout the process, making them feel confident and supported.
