Henry Metcalf FCSI, PCIAM

Chartered Wealth Manager

I am a Chartered Wealth Manager, and founder of Golden Oak Wealth Management. I have worked in the Financial Services industry for over 15 years, providing Independent Financial Advice to high-net-worth individuals, families, Charities and Trusts in Stamford, Cambridge, and London. Whether a simple investment or complex intergenerational financial planning, you will find the team and I are friendly, professional, qualified to the highest standards, and motivated to provide a service-driven solution to our clients.

I am a Fellow of the Chartered Institute for Securities and Investments (CISI) and hold the Chartered Wealth Manager level of qualification with them. This has been earned through a combination of professional qualifications and a personal commitment to the highest standards of competence and integrity.

Through a holistic financial planning approach, my goal is to help all clients meet their financial objectives, whilst ensuring that they, and their families, are financially protected. It is important to me that I help clients build, maintain and protect their wealth so that they, and future generations can benefit as much as possible from their assets.

I am a family man with a wonderful wife and two sons, Charlie and Oliver, who take up much of my time outside of work. I have been known to swing a squash racket and pick up a guitar on occasion.