Golden Oak Wealth Management

Independent Financial Adviser  The Grey House, Stamford, PE9 1PG
First meeting at adviser's own cost
A free initial consultation with a Chartered Wealth Manager who will help establish how we can best help you
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 21st June 2021
Meet our advisers
MR Daniel Payne
Chartered Financial Planner
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

Where to find us
Head office address: The Grey House, Stamford, PE9 1PG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 21st June 2021

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