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.
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.
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.