Oakglen Wealth has launched Oakglen Wealth Planning, a dedicated financial planning service 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. Oakglen Wealth snapped up HBFS last month, which it said 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. The launch also marks the appointm...
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