Golden Oak Wealth Management

Golden Oak Wealth Management is located in Stamford, United Kingdom on The Grey House, 3 Broad St. Golden Oak Wealth Management is rated 5 out of 5 in the category financial consultant in United Kingdom. Golden Oak Wealth Management provide Independent and unbiased financial advice in Stamford & Cambridge. Specialising in: Investment advice - We typically help clients who are looking for advice on the best investments, investing for monthly income, tax free or tax efficient investments and those looking to invest for growth. Whether you are investing in an ISA, Bond, Pension or other wrapper, it is important that you chose the best investment funds that meet both your attitude to risk and financial objectives. We have been recognised as leaders in this area, having won the Wealth & Finance Best Investment Firm 2018! Inheritance tax planning – We recognise the importance and difficulties that come with balancing the wish to help loved ones during your lifetime, whilst maintaining your own financial security through later life. We have a number of tools at our disposal that will allow you to do both, and we add considerable value to many clients in this area. Protection Planning – Whilst insuring ourselves against an undesirable event such as sickness or death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked. There are various ways in which a family can protect itself, and there is usually an appropriate policy for most circumstances, and budgets. Holistic Financial Advice - Bespoke financial planning is designed to help you grow your investments, preserve your wealth and to achieve your financial aspirations. This combined approach allows us to take into account many factors that can affect each other, and clients benefit from a detailed and structured long-term plan that we adapt as objectives and circumstances evolve. As Chartered Wealth Managers, our financial planning services are tailored towards professionals, high net worth private clients and business owners. For more information, please visit our website or speak to us on 01780 723118