Regitze joins the business as a Trainee Financial Adviser with a decade of international experience across diverse industries, including finance‑focused change and transformation consulting roles with international banks. She holds a MSc in Geology from Copenhagen University and is a qualified Business Analyst and Project Manager. In her role at Oakglen Wealth Planning, Regitze will support the Financial Advisers whilst studying towards her Investment Advice Diploma (IAD) with the Chartered Institute for Securities & Investment (CISI).
Regitze Petersen
Trainee Financial Adviser


