Golden Oak Wealth Management

Golden Oak Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Golden Oak Wealth Management, Financial planner, Willoughby House, 2 Broad Street, Stamford.

Golden Oak Wealth Management are a highly qualified wealth management firm, providing independent financial advice to high-net worth clients in Stamford, Cambridge, and beyond.

Not your average team day out 🦙🍝Last week, we traded our spreadsheets for alpaca trekking with , followed by an Italian ...
27/04/2026

Not your average team day out 🦙🍝

Last week, we traded our spreadsheets for alpaca trekking with , followed by an Italian cooking experience with the lovely Rebecca at

Safe to say we’ll stick to wealth management… but we had a really great time trying something new 😍

While our team are hard at work supporting clients with tax year-end planning, our wellbeing officer is making the most ...
19/03/2026

While our team are hard at work supporting clients with tax year-end planning, our wellbeing officer is making the most of the sunshine this week! ☀️

How lucky are we to have had the incredibly talented .images capture some new corporate shots of our team recently! 📸✨We...
13/02/2026

How lucky are we to have had the incredibly talented .images capture some new corporate shots of our team recently! 📸✨

We’ve just refreshed our website – including our Meet the Team page – so you can put names to faces and get to know the wonderful people behind Golden Oak Wealth Management. 👋

We’re feeling very festive at Golden Oak! 🎄🎅🏻 From celebrating a great year at our Christmas party last Friday to wreath...
19/12/2025

We’re feeling very festive at Golden Oak! 🎄🎅🏻
From celebrating a great year at our Christmas party last Friday to wreath making with , it’s been a wonderful way to round off 2025.
Wishing all our clients and friends a very Merry Christmas and Happy New Year.

✨ We’re thrilled to welcome Simon-Luc Farrow to the Golden Oak Wealth Management team this week!
13/11/2025

✨ We’re thrilled to welcome Simon-Luc Farrow to the Golden Oak Wealth Management team this week!

Great to get some of the team together yesterday for a catch up with one of our protection partners. It’s always valuabl...
17/10/2025

Great to get some of the team together yesterday for a catch up with one of our protection partners. It’s always valuable to hear about the value added benefits their products bring for our clients - and lovely to check in with the providers we work closely with! 👥💡

Yesterday, Henry Metcalf and Amy Park attended a lunch and fascinating tour of the former military bunker at Alconbury W...
19/09/2025

Yesterday, Henry Metcalf and Amy Park attended a lunch and fascinating tour of the former military bunker at Alconbury Weald, near Huntingdon, kindly hosted by Georgia Schein and her colleagues at Roythornes Solicitors.

Built to handle top-secret intelligence from spy planes during the Cold War, the site offered a rare glimpse into an important piece of history.

A huge thank you to Georgia and the team at Roythornes for their hospitality and for sharing such a unique experience with us!🤩

Yesterday, some of our team swapped spreadsheets for stocktaking, joining Stamford & Oundle Foodbank to support their an...
29/08/2025

Yesterday, some of our team swapped spreadsheets for stocktaking, joining Stamford & Oundle Foodbank to support their annual stock check.

Together we weighed an incredible 1,196kg of donations - and came away hugely impressed by the dedication and impact of the Foodbank team. 💚

A big thank you to everyone at the Foodbank for the vital work you do in our community! 🙌🏻

SPOTTED: the GOWM umbrella on Stamford High Street👀
19/07/2025

SPOTTED: the GOWM umbrella on Stamford High Street👀

We’re always so grateful to hear such kind words from our clients, they mean the world to us!🥰
06/06/2025

We’re always so grateful to hear such kind words from our clients, they mean the world to us!🥰

Address

Willoughby House, 2 Broad Street
Stamford
PE91PB

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+441780723118

Website

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