Oaklgen Wealth makes acquisition in UK financial planning push

Having received regulatory approval, the deal is expected to complete this month. Following the acquisition Oakglen Wealth will provide both wealth management and financial planning services to clients. The transaction remains subject to completion and customary closing arrangements, which are expected to be finalised in the coming weeks. Clients of Aurea Financial Planning will continue to be supported by the same advisers and team, according to the firm. Oakglen Wealth clarified there will be no immediate changes to client relationships or the services provided as a result of ...