We understand what is important to financial advisers and their clients
We partner with financial advisers to provide personalised investment solutions that align with each client’s unique financial goals. Whether it’s planning for retirement, growing wealth, or protecting their future, we deliver strategies designed to maximise returns while managing risk.
Working alongside you, we provide ongoing support and proactive adjustments, helping you and your clients stay on track with confidence.
Together we build success.
The value of expert guidance
We will work closely with you and your clients, to ensure you benefit from:
We work in partnership with you to develop personalised strategies that reflect the unique goals and circumstances of your clients. Our focus is on helping you deliver investment solutions that align with each client’s needs and aspirations.
Our team of market and investment specialists provides you with the insights and expertise needed to navigate complex financial landscapes. We collaborate closely with you, offering timely research, analysis, and guidance to support informed decision-making and optimise outcomes.
By evaluating each client’s risk profile, financial position, and long-term objectives, we help you craft tailored recommendations that strengthen your advice, enhance portfolio performance, and support sustainable financial growth.
Our Managed Portfolio Service
Experience Oakglen Wealth’s MPS, built with direct investments, broad diversification, and a strong focus on value for money; all accessible through your preferred platforms.
Our portfolios give you a straightforward route to our investment capabilities. Designed to be actively overseen, efficiently priced, and aligned with client needs, they aim to help you deliver more consistent and competitive outcomes.
Take a look at our investment performance below or reach out to one of the team for more information.
Grow
HIGH RISK
This strategy is designed for those investors seeking higher long-term returns but with a greater tolerance for risk. They are comfortable with wide fluctuations in value and prepared to accept, at frequent times, periods of substantial loss to their investment. With a significant proportion of equity-based investments, exposure to other assets in this portfolio will be very limited.
Defaqto Risk Rating: 8
Enhance
MEDIUM-HIGH RISK
An investor in this strategy has a long-term horizon, prepared for significant fluctuations in value, and at times, potentially sustained periods of loss. Expectations are for higher long-term returns from a portfolio with considerably higher exposure to equities than fixed income assets.
Defaqto Risk Rating: 6
Diversify
MEDIUM RISK
Investors selecting this strategy are comfortable with greater fluctuations in the value of their investments. A portfolio with this level of risk aims to deliver potentially higher returns over the longer-term with a more balanced approach to risk. There will be a greater allocation to equities and other assets than fixed income.
Defaqto Risk Rating: 5
Income
MEDIUM RISK
This strategy is suited to investors who are seeking growth from their investment whilst being slightly more cautious than a balanced investor. Investors in this strategy are comfortable with greater fluctuations in the value of their investment over the medium to long-term. Underlying assets will include exposure to equities as well as fixed income, cash and alternative assets.
Defaqto Risk Rating: 4
Conserve
LOW-MEDIUM RISK
An investor in this strategy, whilst being relatively cautious, will be seeking a reasonable return from their investment. They will be prepared for moderate fluctuations in the value of their investment over the medium to long-term. Underlying assets will include exposure to equities as well as fixed income, cash and other assets.
Defaqto Risk Rating: 3
Oakglen Wealth Managed Portfolio Service (MPS) Factsheets are currently for December 2025 – Quarter 4 2025.
Performance figures are expressed as a percentage figure | Performance does not represent actual returns as it is based upon total return of the model portfolio | Performance is calculated using a time-weighted rate of return using daily valuations | Model Inception date is 01.01.2020 | All of the investments used in the models were available during the time period presented | The model portfolio holds both accumulation and distribution share classes therefore where distribution share classes are held, cash is not re-invested into models | All transactions are executed using closing prices on the day they are communicated | Portfolios are subject to rebalancing at least half-yearly | Performance is stated net of an Oakglen 1% per annum management fee and underlying investment fees | Expected volatility is the maximum standard deviation that can be expected of the portfolio over a market cycle.
Performance Information is provided by Morningstar [2025]. All rights reserved.
Figures refer to past performance. Past performance is not a reliable indicator of future performance. The value of your investment, and any income from it, can fall as well as rise. Your capital is at risk and you may get back less than you have invested.
Our MPS Service is available via the following platforms
Get in touch with us
Please contact us if you would like more information on our products and services or to speak to one of the team.
A platinum partnership
To find out more, Contact Us or visit the FEIFA website.
