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Golden Oak Wealth Management

Independent Financial Advisers


  The Grey House, 3 Broad Street
Stamford
Stamford
Lincolnshire
PE9 1PG

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Business Profile

We provide high quality and unbiased financial advice in Stamford, Cambridge, Oakham, Peterborough and Oundle.

Specialising in:
Investment advice
Pensions and retirement planning
ISA and savings planning
Drawdown, Annuities and retirement options
Inheritance tax planning
Life insurance Critical Illness and Income protection
Key person insurance
Shareholder protection
Business benefits packages

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Opening Hours

Monday to Friday
08:00 to 18:00

Saturday to Sunday
Closed