Golden Oak Wealth Management

Financial Planners
The Grey House, 3 Broad St, Stamford PE9 1PG
01780 723118 Directions

Ratings

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Opening Times

Monday
08:00 - 18:00
Tuesday
08:00 - 18:00
Wednesday
08:00 - 18:00
Thursday
08:00 - 18:00
Friday
08:00 - 18:00
Saturday
Closed
Sunday
Closed

Most Recent Comments

  • November 2019
    I engaged Golden Oak to help with my investments and so far I am impressed with what they have achieved for me. They always keep me informed, respond to queries quickly, and provide first class guidance & assistance.I really cannot fault their professionalism and speed of the process in what was a painless transition from... read full comment
  • November 2019
    As well as looking after them, Henry has really helped me understand my pension and retirement options - I have referred a friend and will happily do so again.

From Golden Oak Wealth Management

Independent Financial Advisers (IFA), providing Financial Planning advice around Pensions / Drawdown, Investments, Protection and Inheritance Tax Planning. We provide Financial Advice in the Stamford, Peterborough, Cambridge, Oundle, Rutland, Oakham and surrounding areas.
  1. Stamford, Lincolnshire

Golden Oak Wealth Management

Financial Planners in Stamford The Grey House, 3 Broad St, Stamford 01780 723118

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