Oakglen Wealth Holding (Jersey) has acquired Homebuyer Financial Services (HBFS), an independent financial planning firm based in Jersey.
Oakglen Wealth, part of Oakglen Group, said the strategic acquisition would expand it's offering for clients to include "comprehensive financial and retirement planning", alongside its core wealth and investment management services. HBFS's services include pensions, investments, protection, and mortgage advice for a diverse range of clients, many of which are longstanding. As part of the transaction, HBFS managing director Michael Barney, and director and partner Marzena Dziewulska shall assist the business in an advisory capacity for a transitionary period, the business said in a rel...
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