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.
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
Businesses
Step 1: Get together for an initial meeting
In this step we will get to know you, gather information on the objectives you are looking to achieve and look at any plans you may already have in place.
We will assess your attitude to investment risk and also your capacity for loss, as this is central to the overall plan.
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