Henry Metcalf

Henry Metcalf

Golden Oak Wealth Management

Minimum savings/pensions: Over £250,000

Unavailable for contact through VouchedFor

Based in Cambridge
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Top Rated 2026
Verified since: February, 2018
4.9 out of 5

101 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 27 March 2026

    Henry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Henry has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 October 2025

    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

    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 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

  • 26

    Positive 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 26 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.