Golden Oak Wealth Management was established in 2017 by Henry Metcalf, and the company has been growing ever since. Our team members are friendly, highly qualified, and motivated to provide a service-driven proposition to our clients.
We are committed to putting our clients’ needs at the heart of everything we do, developing long-term relationships, and regularly reviewing their circumstances to ensure our advice remains suitable as their situations change. Whether you are an individual, a business, charity, or trustee, you can depend on our years of experience in providing prudent financial advice, and we will help you to organise your financial affairs to achieve your desired outcomes.
Our advisers hold Chartered-level qualifications with the Chartered Institute for Securities and Investments (CISI) and the Chartered Insurance Institute (CII), so you can be sure that the advice you receive is of the highest quality, and we are committed to providing high standards of competency and integrity in everything we do.
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.