Company profile

Oakglen Wealth

Working in partnership with you, investing for today and tomorrow

Industry
Investment Management
Employees
27
Headquarters
St. Helier
Founded
2016
Office locations
2

Oakglen Wealth company summary

Oakglen Wealth is a company in the Investment Management industry, headquartered in St. Helier, founded in 2016. On LinkedIn the company has around 27 employees. The company lists 2 office locations. Its listed specialties include Wealth Management, Investment Management, Personal Finance, Financial Planning, Wealth Planning.

What technology does Oakglen Wealth use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Oakglen Wealth

Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority. Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. IMPORTANT: - Oakglen Wealth (Jersey) Limited is regulated by the Jersey Financial Services Commission (JFSC) in Jersey (Registration No. 121454). - Oakglen Wealth Limited is registered in England and Wales (Company No. 13182724) and is authorised and regulated by the Financial Conduct Authority (FCA) in the UK (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com

Specialties

Wealth ManagementInvestment ManagementPersonal FinanceFinancial PlanningWealth PlanningMoney MindsetFuture FreedomSavingsRetirementDiscretionaryAdvisoryExecution OnlyPensionsSIPPISAJISACharitiesTrustsCorporatesAIM IHT

Where is Oakglen Wealth located?

Oakglen Wealth lists 2 office locations.

St. Helier, JE2 3BX, JEHQ
1 IFC
London, W1F 9LD, GB
30 Golden Square

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Frequently asked questions about Oakglen Wealth

What does Oakglen Wealth do?

Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority. Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. IMPORTANT: - Oakglen Wealth (Jersey) Limited is regulated by the Jersey Financial Services Commission (JFSC) in Jersey (Registration No. 121454). - Oakglen Wealth Limited is registered in England and Wales (Company No. 13182724) and is authorised and regulated by the Financial Conduct Authority (FCA) in the UK (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com

How many employees does Oakglen Wealth have?

Oakglen Wealth has around 27 employees on LinkedIn.

Where is Oakglen Wealth headquartered?

Oakglen Wealth is headquartered in St. Helier.

Where does Oakglen Wealth have offices?

Oakglen Wealth lists 2 office locations, including St. Helier, JE2 3BX, JE; London, W1F 9LD, GB.

When was Oakglen Wealth founded?

Oakglen Wealth was founded in 2016.

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