Oakglen Wealth Expands Services with Jersey Firm Acquisition

June 11, 2025 - 18:26

In a strategic move to enhance its offerings, Oakglen Wealth has acquired a financial planning firm based in Jersey. This acquisition marks a significant step in the company's growth trajectory, allowing it to broaden its range of services to include comprehensive financial and retirement planning.

The Jersey firm, known for its expertise in personalized financial strategies, will integrate seamlessly into Oakglen Wealth's existing operations. This partnership is expected to provide clients with enhanced access to tailored financial solutions that address both immediate and long-term goals.

With this expansion, Oakglen Wealth aims to strengthen its position in the financial services market and provide clients with a more robust suite of resources. By leveraging the expertise of the newly acquired firm, Oakglen Wealth is poised to deliver innovative planning strategies that cater to the evolving needs of its clientele.

This acquisition underscores Oakglen Wealth's commitment to growth and excellence in financial advisory services.