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Based in Cambridge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2018
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Henry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
Henry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Henry has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Henry has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Henry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Henry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Henry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Henry has provided information on their typical fees
Henry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Henry (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Henry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Henry (based on 23 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Henry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
Henry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Henry has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Henry has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Henry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Henry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Henry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Henry has provided information on their typical fees
Henry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Henry (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Henry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Henry (based on 23 first impressions)
I am a Chartered Wealth Manager, and founder of Golden Oak Wealth Management. I have worked in the Financial Services industry for over 15 years, providing Independent Financial Advice to high-net-worth individuals, families, Charities and Trusts in Stamford, Cambridge, and London. Whether a simple investment or complex intergenerational financial planning, you will find the team and I are friendly, professional, qualified to the highest standards, and motivated to provide a service-driven solution to our clients. I am a Fellow of the Chartered Institute for Securities and Investments (CISI) and hold the Chartered Wealth Manager level of qualification with them. This has been earned through a combination of professional qualifications and a personal commitment to the highest standards of competence and integrity. Through a holistic financial planning approach, my goal is to help all clients meet their financial objectives, whilst ensuring that they, and their families, are financially protected. It is important to me that I help clients build, maintain and protect their wealth so that they, and future generations can benefit as much as possible from their assets. I am a family man with a wonderful wife and two sons, Charlie and Oliver, who take up much of my time outside of work. I have been known to swing a squash racket and pick up a guitar on occasion.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Henry's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Golden Oak Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Number 783726. Registered office: Greystones, 46 Station Road, Nassington, PE8 6QB Telephone: 01780 723118 Registered in England and Wales number: 10779216