Golden Oak Wealth Management
744088
The Grey House
3 Broad Street
Stamford
Lincolnshire
PE9 1PG
schedule Closedkeyboard_arrow_down
3 Broad Street
Stamford
Lincolnshire
PE9 1PG
Tel:
01780 72****
Mobile:
07881 72****
schedule Closedkeyboard_arrow_down
Mon - Fri: 08:00-18:00
Sat / Sun: Closed
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| Member since : | 27 Oct 2017 |
| Manually reviewed : | 6 Dec 2023 |
| Last updated : | 6 Dec 2023 |
About Golden Oak Wealth Management
Key Products :
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CII - Chartered Insurance Institute
CISI - Chartered Institute for Securities and...Golden Oak Wealth Management is a leading Wealth Management firm providing unbiased independent financial advice in Stamford, Cambridge and the surrounding areas. With friendly advisers who are qualified to Chartered Status, you can be sure that the advice you receive is of the highest quality.
We are motivated by helping people achieve their financial goals, and with a free initial meeting you have everything to gain in speaking with us.
Our services include all aspects of financial advice and will be centered around delivering on your specific aims and objectives.
You should expect our advice to extend to the following services:
Investment Advice.
Pension Advice.
Cash Flow Modelling Retirement Planning.
Protection Advice.
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