Golden Oak Wealth Management Limited - Peterborough

Golden Oak Wealth Management Limited: A Comprehensive Overview

Golden Oak Wealth Management Limited, located at 46 Station Rd, Nassington, Peterborough PE8 6QB, United Kingdom, offers specialized financial planning services. With a phone number 1780723118 and an accessible online presence through goldenoakwealthmanagement.co.uk, this firm stands out for its commitment to providing tailored financial solutions. Despite lacking reviews on Google My Business, the company boasts a wheelchair-accessible facility, making it a considerate choice for clients with mobility needs. Below is a detailed insight into the firm's characteristics, offerings, and recommendations for those interested in its services.

Location and Accessibility

Golden Oak Wealth Management Limited is conveniently situated in Nassington, near Peterborough, offering a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, and a toilet for the convenience of all visitors. This attention to accessibility underscores the company's dedication to inclusivity. The address is 46 Station Rd, Nassington, Peterborough PE8 6QB, United Kingdom, and potential clients are advised to appointments are recommended to ensure a smooth experience.

Services and Specialties

The core service offered by Golden Oak Wealth Management Limited is financial planning. This specialized area of expertise indicates that the firm focuses on creating personalized financial strategies for clients, aiming to help them achieve their long-term financial goals. The emphasis on financial planning suggests a comprehensive approach that may include investment advice, retirement planning, tax optimization, and estate planning, among other financial services.

Contact Information and Online Presence

For those seeking to reach out, Golden Oak Wealth Management Limited can be contacted via phone at 1780723118. Their website, goldenoakwealthmanagement.co.uk, serves as a valuable resource for clients interested in learning more about the services they offer and how to schedule an appointment. Although the website does not display reviews, the company's physical location includes amenities that cater to clients with disabilities, demonstrating a holistic approach to service provision.

Reviews and Average Opinion

Currently, Golden Oak Wealth Management Limited holds 0 reviews on Google My Business, which suggests a lack of public feedback. However, the average opinion scored is 0/5, indicating potential concerns among previous clients or a gap in the company's online reputation management. Potential clients should consider reaching out directly to the firm to discuss their financial needs and expectations before making a decision.

Recommendations for Potential Clients

For individuals interested in exploring financial planning services with Golden Oak Wealth Management Limited, it is advisable to:

• Schedule an appointment to discuss their specific financial situation and goals.
• Inquire about the firm's approach to financial planning and how it aligns with their objectives.
• Request detailed information on the services offered, including any fees or investment strategies.
• Take note of the firm's accessibility features to ensure they meet personal needs.
• Consider reaching out to current or former clients for insights, though currently, there are no reviews available.

In conclusion, while Golden Oak Wealth Management Limited offers a commendable service of wheelchair accessibility and a focus on financial planning, the absence of online reviews and an average opinion score warrants cautious consideration. Prospective clients are encouraged to engage with the company directly to gain a clearer understanding of how their services can address individual financial aspirations.

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