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
Company Details
- Employees
- 29
- Founded
- -
- Address
- 1 Ifc, St. Helier,je2 3bx,jersey
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- stenhamwealthmanagement.com
- Keywords
- Wealth Management, Investment Management, Personal Finance, Financial Planning, Wealth Planning, Money Mindset, Future Freedom, Savings, Retirement, Discretionary, Advisory, Execution Only, Pensions, SIPP, ISA, JISA, Charities, Trusts, Corporates, AIM IHT.
- HQ
- St. Helier
Oakglen Wealth Questions
Oakglen Wealth's website is stenhamwealthmanagement.com
Oakglen Wealth's LinkedIn profile is https://je.linkedin.com/company/oakglenwealth
Oakglen Wealth has
29 employees.
View email and phone details for 29
employees at Oakglen Wealth.
Oakglen Wealth's industry is
Investment Management
Oakglen Wealth's top competitors are
Oakglen Wealth Planning,
Brooks Macdonald,
Oakglen,
Paws In Work,
Quilter Cheviot,
Oakbridge,
Lgt Wealth Management,
Lbs Properties,
Rathbones,
Canaccord Wealth.
Oakglen Wealth's categories are Investment Management
Oakglen Wealth's founding year is 2016
