Golden Oak Wealth Management

Independent Financial Adviser  The Grey House, Stamford, PE9 1PG
First meeting at adviser's own cost
Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms" 2020 UK Enterprise Awards Best Investment Management Firm 2020 Excellence Award for Inheritance Tax Planning Services 2020
We can advise you on
check
Annuity purchase
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
9.0/10
check
FCA authorised
Last authorised 24th January 2022
Meet our advisers
MR Henry Metcalf
Wealth Manager

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This exam accesses understanding of the financial services industry including regulation and legislation.

About us

As independent financial advisers we advise across a wide range of services including investments, pensions, wealth management, protection and inheritance tax planning. We are committed to putting your needs at the heart of everything we do, developing long-term relationships and regularly reviewing your situation to ensure we adapt to change.
Holding Chartered Wealth Manager level qualifications from the Chartered Institute for Securities & Investments you can be sure that the advice you receive comes from the highest pedigree. The uppermost FCSI (Fellow) level of membership is also held and this has been earned through a combination of professional qualifications and a personal commitment to high standards of competence and integrity.
Whether you are a business, trustee, charity or private client you can trust our years of experience in providing prudent financial advice and will help you to organise your financial affairs to achieve your desired outcomes. Our mission is to help you make the most of your financial planning opportunities by providing first-class advice and we welcome the opportunity to speak with you to see how we can help.

Our services

As highly qualified financial advisers with many years experience providing independent financial advice we understand what is important to clients as they put their trust in us to safeguard their financial futures. We are extremely proud of our service standards and aim to treat you fairly in all our dealings ensuring you fully understand all benefits, risks and associated costs for any of our recommendations.
We specialise in providing bespoke financial advice and planning in the following areas:
Investment planning
Retirement Planning
Inheritance Tax Planning
Employee benefits & pension packages
Business protection

Where to find us
Head office address: The Grey House, 3 Broad Street, Stamford, PE9 1PG
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 24th January 2022

Similar advisers near you

Independent Financial Adviser 0.1 mi
We do more financial planning in 2 hours, than most do in 7 years
 
Independent Financial Adviser 0.11 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 0.18 mi
We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
 
Independent Financial Adviser 0.26 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.