Golden Oak Wealth Management

Golden Oak Wealth Management

Golden Oak Wealth Management are independent financial advisers (IFA) in Cambridge. Providing Investment, Pension & Inheritance Tax planning to Private Individuals, and Business Protection and Employee Benefits to businesses.

Address: The Grey Building, 3 Broad Street, Stamford
Postcode: PE9 1PG
Country: United Kingdom
Website: http://www.goldenoakwealthmanagement.co.uk
Membership type:Professional Individual and Corporate < 5 (£50+VAT pa)

Golden Oak Wealth Management have many years experience providing independent financial advice in Stamford & Cambridge. We understand what is important to clients as they put their trust in us to safeguard their financial futures, protect their families and pass their wealth on to the next generation.

We are extremely proud of our service standards, which have helped us to establish an enviable reputation for looking after entrepreneurs and business owners within the Cambridge area. 

As Independent Financial Advisers, we specialize in providing bespoke financial advice and creative planning in the following areas: 

Private Clients

  • Investment Planning - We won Wealth & Finance "Best Investment Planning firm 2018" for our Investment Management Service
  • Retirement Planning - Cash flow modeling, drawdown, annuities and flexible retirement options
  • Inheritance Tax Planning - Trusts, investments, gifting and insurance
  • Family Protection - Income protection, critical illness and life insurance

Businesses

  • Employee benefits & pension packages - Death in service, income protection, critical illness and auto-enrolment pension schemes 
  • Business protection - Key person insurance & shareholder protection