Golden Oak Wealth Management

Independent The Grey House, 3 Broad Street, Stamford, CB1 9GE
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
14th October 2019
Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms"
We can advise you on
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Henry Metcalf
Wealth Manager
Where to find us

The Grey House, 3 Broad Street, Stamford, CB1 9GE

Make an enquiry
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.
We typically look after people in and around Stamford, Cambridge and London however we have clients throughout the UK.

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

Advice methods
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value