With the recent launch of Oakglen Wealth’s financial planning arm, the firm is aiming to take on a “fresh” approach, its managing director (MD) Chris Hall tells Professional Adviser.
The Jersey-based firm unveiled this month that it is launching a dedicated financial planning service – Oakglen Wealth Planning - under the Oakglen Wealth brand. The firm said the new name reflects the integration of long-standing Jersey-based advisory firm Homebuyer Financial Services (HBFS) into the Oakglen Group and its wealth management platform. "We're not starting from a blank page, but it feels close — we've acquired a company that couldn't reinvest at scale, and now we can ask: what's the best client relationship management (CRM) system, what's the best way forward?," leader o...
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