Oakglen Wealth has launched Oakglen Wealth Planning, a dedicated financial planning service under its brand.
The new name reflects the integration of long-standing Jersey-based advisory firm HBFS into the Oakglen Group and its wealth management platform.
Chris Hall has been appointed as Managing Director of the Oakglen Wealth Planning.
A Chartered Financial Planner with more than 15 years’ experience, Mr Hall has held senior roles at Advisa, Vantage, Lloyds Bank and Scottish Widows.
He will lead the Oakglen Wealth Planning team as it delivers “planning-led advice” to individuals, families and business owners.
“Oakglen Wealth Planning is a natural extension of our proposition – built around independence, long-term thinking, and putting clients first,” said Jamie Crawford, Group Head of Wealth Management.
“This launch reflects our confidence in the value of planning-first advice, and we’re delighted to have Chris Hall on board to lead the team forward.”
Mr Hall added: “I’m delighted to lead Oakglen Wealth Planning into its next chapter. We have a strong heritage in Jersey, a talented team, and a clear focus: to help our clients preserve and grow their wealth with confidence.”