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…
