GOLDEN OAK WEALTH MANAGEMENT
Updated 237 days ago
Private Limited Company
- Active - 10779216 (CH)
- Age: 6 years
- ID: 37006186/37
The Grey House, 3 Broad Street, Stamford, PE9 1PG
• 64999 - Financial intermediation not elsewhere classified
We are committed to putting our clients at the heart of everything that we do and to providing the best possible service...
As independent financial advisers we advise across a wide range of services including investments, pensions, wealth management, protection and inheritance tax planning. We are committed to putting your needs at the heart of everything we do, developing long-term relationships and regularly reviewing your situation to ensure we adapt to change...
As highly qualified financial advisers with many years experience providing independent financial advice in Stamford, Oakham, Oundle and Cambridge we understand what is important to clients as they put their trust in us to safeguard their financial futures. We are extremely proud of our service standards and aim to treat you fairly in all our dealings ensuring you fully understand all benefits, risks and associated costs for any of our recommendations.
Also known as: GOLDEN OAK WEALTH MANAGEMENT LIMITED
Registration numbers: 10779216 (CH)