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Allan Stewart
Director at Oakglen Wealth
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Work Experience
Director
Jun 2016 - Present · 8 years and 7 months
Wealth Management And Advisory
Jan 2012 - Dec 2016 · 4 years and 11 months
Company Details
11-50 Employees
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
Year Founded
2016
Social Media
Linkedin
Industry
Investment Management
HQ Location
1 IFC 4th Floor St. Helier, JE2 3BX, JE
Keywords
Wealth ManagementInvestment ManagementPersonal FinanceFinancial PlanningWealth PlanningMoney MindsetFuture FreedomSavingsRetirementDiscretionary
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