Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority. Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. IMPORTANT: - Oakglen Wealth (Jersey) Limited is regulated by the Jersey Financial Services Commission (JFSC) in Jersey (Registration No. 121454). - Oakglen Wealth Limited is registered in England and Wales (Company No. 13182724) and is authorised and regulated by the Financial Conduct Authority (FCA) in the UK (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com
| Website | http://www.oakglenwealth.com |
| Employees | 29 (22 on RocketReach) |
| Founded | 2016 |
| Industry | Investment Management |
| Keywords | Investment Management, Wealth Management, Financial Advisor, Portfolio Management, Investment Advisory, Retirement Planning, Financial Planning, Estate Planning, Wealth Planning, Investment Strategies, Asset Management, Discretionary Management, Advisory Services, Financial Services, Long-Term Investing, High-Net-Worth Individuals, Investment Solutions, Capital Preservation, Wealth Preservation, Tax Optimization |
| Competitors | Wealthfront, Betterment, Vanguard, Fidelity Investments, Schwab Advisor Services, Edward Jones, Merrill Lynch, TIAA, Personal Capital, Raymond James +34 more (view full list) |
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Dominic Tayler is the Managing Director UK of Oakglen Wealth.
22 people are employed at Oakglen Wealth.