Oakglen Wealth Jersey gets a financial planning firm

Oakglen Investment Manager, a subsidiary of the Oakglen Group, was bought in a form-based financial planning firm, Homebuyer Financial Services (HBFS).

Homebuyer Financial Services is regulated by the Jersey Commission of Financial Services to carry out investment. He has been in business since 1988.

Independent, adjustable consulting company has experience and knowledge in financial planning and services.

This move was expanded to expand Oakglen wealth services to cover comprehensive financial and pension planning in addition to initial wealth and investment management offers.

As part of the agreement, the director of the HBFs Michael Barney and HBFs and partner Marzena Dziewulska will provide advice support during the transition period.

Procurement is related to the provision of service sustainability of HBFS customers as all employees will remain next to the company.

Oakglen Group Head Jamie Crawford covers our services to enter our services to provide our services to our customers with the highest quality recommendations built around our customers’ personal needs. a smooth handover. “

HBFS Management Director Michael Barney said: “It is a great news for Oakglen, IAKGLEN, IAKGLEN, I’m excited to work with Oakglen’s wealth and HBFs.”

Oakglen wealth combines arbitrary and consulting investment management aimed at service. The company says its investment strategies and related services will meet the needs of all customers.

In June 2024, Oakglen wealth held an organized partnership Toscafund Asset Management, a specialist investment manager, to create a legacy tax solution that includes a portfolio service in an investment market.

“Oakglen Wealth Buysey Financial Planning Company” was originally created and published Private Banker InternationalA global brand.

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