Golden Oak Wealth Management jobs and careers

About Golden Oak Wealth Management

Golden Oak Wealth Management provides independent, unbiased financial advice across Stamford, Cambridge, London, and the surrounding areas. The firm was founded in 2017 by Henry Metcalf, having identified a need for holistic financial planning for high-net-worth clients and business owners in the local area. We are dedicated to delivering the highest standard of advice and service. Our clients’ interests are central to everything we do, and our systems and processes are designed to ensure their needs remain at the heart of our business. Our goal is to help safeguard our clients’ financial well-being - today and for the generations that follow. Our financial advisers hold reputable qualifications with the Chartered Institute for Securities & Investment (CISI) and the Chartered Insurance Institute (CII), and they are supported by a friendly, highly qualified, and motivated team. For more information, please visit our website or contact us on 01780 723118.