Golden Oak Wealth Management - Stamford

Introduction

Golden Oak Wealth Management, situated at Willoughby House, 2 Broad St, Stamford PE9 1PB, United Kingdom, is a distinguished financial services provider that caters to a wide array of client needs. With a dedicated team offering services such as Financial Consulting, Financial Planning, Investment Services, and managing Pensions, this firm stands out for its comprehensive approach to wealth management.

Contact Information

• Phone: 1780723118
• Website: goldenoakwealthmanagement.co.uk

Facilities

Golden Oak Wealth Management is committed to accessibility, making their services inclusive for everyone. They offer a wheelchair accessible entrance, parking lot, and restrooms, ensuring that clients with mobility needs can comfortably conduct their business.

Services and Specialties

Key Services:

• Financial Consulting
• Financial Planning
• Investment Services
• Pension Office Services

Their specialty lies in providing personalized advice tailored to individual financial goals and retirement planning.

Opinions and Reputation

Clients have left glowing reviews on Google My Business, particularly praising the company's professionalism and responsive service. With an average opinion of 5/5, it's evident that Golden Oak delivers exceptional service. Testimonials highlight their commitment to keeping clients informed, quick response times to queries, and providing top-notch guidance. The process is described as smooth and hassle-free, enhancing the overall client experience.

Important Accessibility Features

• Wheelchair accessible features include entrance, parking, and restrooms.

This ensures that all clients, regardless of mobility, can access their services without concern.

Recommendation

For those seeking a reliable and accessible wealth management firm, Golden Oak Wealth Management is highly recommended. Their commitment to client satisfaction, professionalism, and comprehensive service offerings make them a standout choice in the UK financial sector. To learn more or to schedule a consultation, visit their website at goldenoakwealthmanagement.co.uk. Don't miss the opportunity to experience their first-class service for yourself and potentially transform your financial future.

👍 Reviews of Golden Oak Wealth Management

Michael W.

5/5

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 my old adviser.

Malcolm C.

5/5

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.