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Our Offering

We have formulated robust investment strategies and associated services to suit all of our clients and their individual circumstances for any personal long-term objectives.

Discretionary Investment
Management Service

Our Discretionary Investment Management Service allows you to delegate the day-to-day management of your investments to our team of experienced investment professionals.

We will work closely with you to understand your investment objectives, risk tolerance and risk ability, to create a solution tailored to your unique requirements.

Our investment team of professionals will actively manage your portfolio in line with your recommended investment strategy and continue to research the latest market trends.

Get in touch with us

If you would like to discuss our Discretionary Investment Management Service with us, please give us a call on +44 (0) 20 4583 1118 or send us an email at UK@oakglenwealth.com

Advisory Investment Service

Our Advisory Investment Service is ideal for clients who have an interest in capital markets, evaluating economic and company research, and making investment decisions independently, whilst still having support from our experienced team of investment professionals.

We will work closely with you to understand your level of financial markets knowledge and experience as well as your particular requirements so we can advise you on the optimum blend of assets for your agreed strategy.

You retain direct control of your portfolio with the benefit of receiving professional opinions on investment matters, as well a wide-range of investment research, tailored to your individual circumstances and investment objectives.

Get in touch with us

If you would like to discuss our Advisory Investment Service with us, please give us a call on +44 (0) 20 4583 1118 or send us an email at UK@oakglenwealth.com

A partner you can trust to always keep your
money and personal information protected

We take the protection of your personal wealth and data very seriously here at Oakglen. We adhere to a
strict due diligence process and ongoing compliance procedures giving you complete peace of mind.

We work with a safe and professional network of FCA authorised and regulated institutions.

Your personal data and sensitive financial information are safeguarded by our secure CRM system.

Your money could be protected by the Financial Services Compensation Scheme (FSCS).
Learn More

It has come to our attention that certain individuals are falsely claiming to represent Oakglen Wealth Limited, using identity to falsely obtain goods or services from third parties. These fraudsters may be soliciting credit or other financial transactions under our name. We advise that any request for credit or advance payment of goods or services made on behalf of Oakglen Wealth Limited be treated with suspicion unless confirmed directly through the official contact details provided on this website. We strongly encourage you to contact us immediately if you are approached with any such requests. Oakglen Wealth Limited fully rejects any liability for losses, damages, or fraudulent activity that may arise from interactions with fraudsters.

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