Henry Metcalf

Please provide a brief comment about your experience with Henry

Not met with Henry yet. Brief telephone call to arrange a meeting.

Please provide a brief comment about your experience with Henry

Henry and his colleague were extremely helpful and knowledgeable.

Please provide a brief comment about your experience with Henry

I was impressed by the proactive approach of Henry Metcalf at Golden Oak Wealth Management. They didn't just wait for me to initiate discussions about my retirement and estate planning. They regularly scheduled check-ins to review my financial situation, identify potential risks, and suggest strategies to optimise my retirement income and minimize tax burdens. Their forward-thinking advice has given me peace of mind.

What were the circumstances that caused you to initially look for an adviser?

Having had my income decimated by Convid and the Scamdemic, my wife and I were anxious to receive trustworthy financial advice regarding our existing pensions and savings and how to maximise returns for the future, given that our incomes were in a very precarious state.

How has Henry Metcalf helped you?

Henry was able to offer us pension and investment options to suit our particular circumstances, and to consolidate our existing retirement and investment provisions, whilst being sympathetic and reassuring.

Have you seen the outcome you were hoping for?

We are very pleased with the outcomes - so far…

What were the circumstances that caused you to initially look for an adviser?

In our mid forties, we realised that whilst we'd always done the right thing pension wise, and saved where we could, we'd accumulated pots here there and everywhere, with no structure or idea on how this could support us in retirement.

How has Henry Metcalf helped you?

He put projections plans together, to help us understand what we needed to do to meet our retirement desires.

Have you seen the outcome you were hoping for?

Our investments are gaining in value, more significantly than if we had left our monies in the same pensions and various savings. We have smarter savings now, tax efficient, invested in portfolios to meet our risk profile. We don't have to worry about doing the right thing, Henry and his team to care of it.

What could they have done better?

Everything is good.