Company

Oakglen Wealth Planning

Financial Services Je 14 employees

Employees: 14
Contacts: 1
Emails: 1

oakglenwealth.com LinkedIn

Oakglen Wealth Planning Overview

Headquarters: Je
Website: oakglenwealth.com
Industry: Financial Services
Employees: 14
Funding: 2025
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investments Pensions Finance Mortgages Savings Estate Planning

About Oakglen Wealth Planning

Oakglen Wealth Planning is the Jersey-based financial planning business of Oakglen Wealth. Formerly known as HBFS, our team has a proud heritage of delivering trusted advice to families, professionals, and business owners across the island. Oakglen Wealth Planning is committed to helping clients protect and grow their wealth through tailored, planning-led advice. We are proud to be part of the Oakglen Group – a privately owned business focused on sustainable, long-term value.

Oakglen Wealth Planning Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

Oakglen Wealth Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Marzena Dziewulska Int.dip(grc, Aml)	Director & Partner at Hbfs Independent	Jersey	View
Cameron Kidd	Trainee Financial Adviser at Homebuyer	Jersey	View
John Ramsay, Chartered Fcsi	Senior Financial Adviser at Oakglen	Jersey	Email
Michael Barney Ba(hons)chartered Fcsi	Managing Director and Partner at Hbfs	Jersey	View