01780 723118

Welcome to Golden Oak Wealth Management

We are an experienced team of financial advisers providing financial advice to individuals and businesses in Stamford, Cambridge and the local area.

Get in touch

We are committed to putting our clients at the heart of everything that we do and to providing the best possible service.

Get in touch

If you have any questions, would like to know more about us, or if you would like to book an appointment, please get in touch.

Get in touch

Welcome to Golden Oak Wealth Management and thank you for taking the time to visit us.

As highly qualified financial advisers with many years experience providing independent financial advice in Stamford, Oakham, Oundle and Cambridge 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
  • Pensions & Retirement Planning
  • Inheritance Tax Planning
  • Employee benefits & pension packages
  • Business protection (Key Person Insurance & Shareholder Protection)

Our Services

Savings and Investments
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Pensions
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Protection
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Inheritance Tax Planning
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Businesses
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Auto Enrolment
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Wills and Trusts
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General Insurance
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What our clients think

Henry was very personable and took the time to understand my situation and needs. Henry had great knowledge and was able to discuss and advise me on the range of options available. Once the decisions were made Henry facilitated the transfer process with competence. I now have my pensions consolidated in a SIPP and my investments are performing better than before.
After some frank and sincere advice Mr Metcalf was able to advise me as to the best route to take regarding the investment of my capital.
I have been very pleased with the overall service Mr Metcalf provided and have been encouraged to see his professional advice regarding my investment come to fruition.
He looked at my needs and went through all the options available to me. He explained the options in a clear way that I could understand and didn’t try to recommend me anything I didn’t need. I really appreciated his honesty.
Henry explained clearly and offered what I consider to be a solution suited to my objectives
I have no criticisms so far, he leaves me alone when I am too busy but has always got back to me when I have asked for help.
I now feel I am safely invested with the appropriate levels of investment risk and am able to plan my future investment strategy with confidence, particularly the pension and inheritance matters.
Henry is very knowledgable. He saved me money on service and management charges while at the same time explaining clearly and intelligibly the tax and investment technicalities. His manner is excellent, he was very patient with me and other members of my family in making sure that we understood the rules, the law and the reasons for the advice he gave us, above all, it has worked.
He guided me, and keeps me constantly updated. Always happy to talk to me.
He clearly explained all the options available in a way that was easy for me to understand and put in place a pensions plan for me.
Henry is very approachable and described exactly what I had to do in very simple to understand terms. Having children gave more focus to our finances. Ensuring we had the best insurance and getting our pensions to work harder were very important to us. He visited and worked step by step with setting up new house and critical illness cover alongside moving pensions into much better performing plans.
I feel much more secure now in relation to my pension, savings, and other financial areas Henry helped me with. He also never tried to persuade me or ‘sell’ me into areas I wasn’t comfortable with or interested in. I genuinely couldn’t think of how Henry could have been better. A great guy with great financial advice.
He helped me secure and set up a suitable investment plan and pension scheme. He was available whenever I needed him, no matter what the time. He helped me understand and grasp financial concepts that previously were alien to me, which was invaluable to a first time invester / saver. Henry was superb in helping me explore appropriate options and choosing the best one for me.
I now feel I am safely invested with the appropriate levels of investment risk and am able to plan my future investment strategy with confidence, particularly the pension and inheritance matters.

Contact Form

Want to know more?

Call us for a friendly chat on 01780 723118 or email: info@goldenoakwealth.co.uk

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