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)