Welcome to Golden Oak Wealth Management…

We are a highly qualified wealth management firm, with over 35 years of experience providing independent financial advice to high-net worth individuals in and around Stamford, Cambridge, London, and the surrounding areas.

Our clients are at the heart of what we do; we listen to their individual needs, challenges, and aspirations, and tailor our advice to their specific situation. Our aim is to safeguard our clients’ financial future, not only for today but also for generations to come.

We are extremely proud of our service standards and aim to treat all our clients fairly, ensuring our clients understand the benefits, risks, and associated costs of our recommendations.