Our clients benefit from our stability, security and expertise. Our highly experienced and professional team provide expert, innovative solutions designed to help you meet your individual financial goals.
Oakglen Wealth’s clients are typically families and entrepreneurs who have worked hard to build their wealth. They are looking to preserve and grow the real value of their capital. The company’s ethos is built on being sensible custodians of capital, managing our clients’ money as if it were our own.
Our clients include Channel Island residents, UK Resident Non-Domiciles, Family Offices and Charities.
Our services include:
Discretionary Investment Management Service
Advisory Investment Service
Specialist Investment Solutions
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Jersey Industry News18 April 2023
Jersey Industry News24 November 2020