Independent · Privately owned
Independent · Privately owned · FCA regulated
Personalised, FCA-regulated portfolios for private clients, families and trustees near you and across the UK. Independently owned since 2016, so your strategy is built around you, not around a bank’s model portfolio.
3 short questions · No obligation · Your details are never shared
Our standing
What underpins our service
The default is costing you
Most affluent UK investors default to their high street bank adviser, or leave surplus wealth sitting in deposits.
Generic, bank-owned platforms are not built around your goals, your tax position or your appetite for risk. They are built to be administered at scale.
Meanwhile the bar has moved. The FCA’s Consumer Duty has been in force since 31 July 2023, and investors are entitled to clearer, fairer and more transparent service than ever.
So the question worth asking is simple: is your portfolio being managed the way it should be?
A portfolio should be built around your goals, your timeframe and your appetite for risk, not around the average investor.
The Oakglen Wealth approach
Oakglen Wealth is a privately owned, independent investment manager, free from the conflicts of interest that can come with bank-owned or platform-based wealth managers.
Beyond mainstream funds, we can open the door to private market and real estate opportunities not typically available through a high street bank adviser.
Rather than chasing short-term performance, our approach focuses on long-term, risk-managed positioning designed to help protect and grow wealth through changing markets.
Our services
Whether you would prefer decisions handled on your behalf or want to approve every transaction yourself, the structure flexes around how involved you wish to be.
Our investment teams manage your portfolio on your behalf, in line with your objectives, time horizon and attitude to risk.
You keep full visibility through regular reporting, without approving every trade.
Suited to clients who want professional oversight and a clear mandate.
For clients who wish to remain closely involved in decision-making, our advisers provide recommendations while you retain final approval on every transaction.
We help clients plan for retirement, intergenerational wealth transfer and other long-term financial goals, aligning investment strategy with personal circumstances.
As an FCA-authorised firm, we operate under strict rules on client money, suitability of advice and fair treatment of customers, including the FCA’s Consumer Duty requirements.
Clear, transparent fees explained in plain English before you commit to anything.
The process
No decisions are needed on the first call. It begins with a conversation and moves at whatever pace suits you.
We discuss your financial goals, circumstances and risk appetite to understand what matters most to you.
Our team designs a discretionary or advisory investment approach suited to your objectives and time horizon.
We put your strategy into action, structured within our FCA-regulated framework and governance processes.
We provide regular reviews and reporting, adapting your strategy as your circumstances or the market environment change.
3 short questions · No obligation · Completely confidential
Your details are used only to arrange your conversation and are never sold or shared.
Credentials, not claims
Everything below is a matter of public record or firm structure, and each point can be discussed openly in your first conversation.
We are proud to be authorised and regulated by the Financial Conduct Authority. We were registered as an FCA regulated firm on 2 August 2022.
You can check our authorisation, and our firm reference number, on the FCA Financial Services Register before you ever speak to us.
We are independently and privately owned, which allows us to focus on client outcomes rather than shareholder pressures from a larger banking group.
Oakglen Wealth was established in 2016 as an independently owned firm, bringing deep institutional investment experience to private client wealth management.
We align our processes with the FCA’s Consumer Duty, in force since 31 July 2023, so that clients consistently receive good outcomes, fair value and clear communication.
Multi-channel client service means you can speak to a real person whenever you need to, backed by market-leading technology rather than replaced by it. Join your area investors moving beyond generic bank portfolios to a genuinely personalised, FCA-regulated relationship.
3 short questions · No obligation · Completely confidential
Your details are used only to arrange your conversation and are never sold or shared.
Our regulatory standing
Oakglen Wealth Limited is registered in England and Wales. We are proud to be authorised and regulated by the Financial Conduct Authority (FCA) in the UK.
We provide discretionary and advisory investment management as a privately owned UK limited company, and we were registered as an FCA regulated firm on 2 August 2022.
Our authorisation and firm reference number (FRN 961763) are publicly verifiable on the FCA Financial Services Register at register.fca.org.uk, so you can check us before you speak to us.
Being independently owned does not mean less oversight. It means fewer conflicts of interest between advice and product sales.
What that means for you
Check us before you speak to us
Our authorisation and firm reference number are a matter of public record, and we will explain how your assets are held, who custodies them and what the total cost is before you commit to anything.
Oakglen Wealth remains committed to clear, compliant and client-focused service under FCA oversight.
Checked our credentials? The next step is simply a conversation.
3 short questions · No obligation · Completely confidential
Proof, not promises
Client confidentiality comes first, so we never name or quote the families and individuals we look after.
Everything we do say about the firm is a matter of public record. You can check each point yourself before you ever speak to us.
Oakglen Wealth
Oakglen Wealth
We are proud to be authorised and regulated by the Financial Conduct Authority. Our authorisation, and our firm reference number, are listed publicly on the FCA Financial Services Register, so you can verify us yourself.
Oakglen Wealth was established in 2016 as an independently owned business, so an institutional investment team now sits inside a privately owned firm.
Discretionary management, advisory management, financial planning and regulatory assurance, delivered by people you can speak to directly rather than by a login screen.
Our clients are private individuals, families and trustees near you and across the UK: people planning for retirement, people who have recently sold a business, and people thinking carefully about passing wealth to the next generation. Their names stay private, always.
Our model is relationship-led rather than volume-led, so you speak directly to the people looking after your money rather than to a call centre. If our approach is not right for your circumstances, we will tell you so in the first conversation.
Private clients, families and trustees have been looked after by this team since 2016. We deliberately publish no star ratings, review scores or client counts, because client confidentiality comes before marketing.
Retirement in sight
A couple approaching retirement who want one clear plan instead of three legacy pensions and a cash pile.
After a business sale
A founder holding sale proceeds on deposit, wanting a considered structure before inflation quietly erodes them.
Passing wealth on
Families and trustees planning carefully how, and when, the next generation inherits.
Anonymised by design: we never name, quote or identify the clients we look after. These are the situations, not the people.
Every relationship begins the same way: a confidential conversation, with no obligation to proceed. Ask us anything you would want verified.
Request a Conversation3 short questions · No obligation · Completely confidential
Your details are used only to arrange your conversation and are never sold or shared.
Straight answers
Switching manager feels like a large decision. These are the five concerns that come up most often, answered plainly.
Bank advisers often work within a limited product range designed for scale, not for you specifically. Oakglen Wealth is independent and privately owned, so recommendations are built around your goals rather than a bank’s own funds or platform. A conversation costs nothing, and you are under no obligation to move anything.
This is a common frustration across the industry, which is exactly why we set out fees clearly and in plain English before you commit to anything. Under the FCA’s Consumer Duty rules, firms must demonstrate fair value, and we are happy to walk you through the total cost of managing your portfolio in your initial conversation.
We are proud to be authorised and regulated by the Financial Conduct Authority, which means we operate under the same regulatory framework and obligations as larger institutions, including strict rules on the safeguarding of client money.
You do not need to make any decisions on the first call. It is simply a confidential conversation to understand your current position and whether a more personalised approach could work better for you. If it is not the right fit, there is no obligation to take things further.
No manager can promise a particular outcome, and the value of investments can fall as well as rise. Our focus is not on chasing short-term performance but on building a long-term, risk-managed strategy suited to your specific goals and timeframe. Access to private markets and real estate opportunities, alongside mainstream investments, is one way we aim to build resilience that a generic model portfolio is not designed to offer.
No decisions are needed on the first call, just an honest look at where your portfolio sits today.
Request a Conversation3 short questions · No obligation · Completely confidential
Your details are used only to arrange your conversation and are never sold or shared.
A good moment to review
The FCA’s Consumer Duty rules continue to raise the standard expected of every wealth manager. Now is a sensible time to review whether your portfolio is being managed the way it should be. Speak to an independent Oakglen Wealth specialist near you or nationwide.
No obligation · Completely confidential
Before you get in touch
If your question is not covered here, raise it on the call. Nothing is off limits.
Yes, and we are proud of it. Oakglen Wealth Limited is registered in England and Wales and we are authorised and regulated by the Financial Conduct Authority. This means we operate under strict rules on client money, suitability of advice and fair treatment of customers, and our authorisation is publicly verifiable on the FCA Financial Services Register.
Oakglen Wealth is independently and privately owned. The firm was established in 2016 and remains privately held, which means the team combines institutional experience with the independence of a privately held company.
The firm provided discretionary and advisory investment management services, structured as a privately owned UK limited company which was registered as an FCA regulated firm on 2 August 2022. Alongside those mandates we offer financial planning for retirement and intergenerational wealth transfer, and access to private market and real estate opportunities in addition to mainstream investments.
The FCA’s Consumer Duty has been in force since 31 July 2023 and sets out cross-cutting rules on how firms should act to deliver good outcomes for clients, covering fair value, clear communication, suitable products and appropriate client support. As an FCA-regulated firm, we align our processes with these requirements, which in practice means clearer fee explanations and documented suitability for every recommendation.
We are proud to be an FCA-authorised and regulated firm, which means we are required to follow strict rules on the safeguarding of client money, in line with FCA regulatory standards. We will explain exactly how your assets are held and who custodies them before you commit to any mandate.
Fees are set out in writing, in plain English, before you appoint us. That includes the management fee for your mandate, any underlying fund or custody charges, and anything else that affects the total cost of managing your money. Under the Consumer Duty, firms must be able to demonstrate fair value, and we would rather have that conversation openly at the outset than surprise you later.
The value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a reliable indicator of future results, and no manager can guarantee a particular outcome. What we can commit to is a documented strategy, regular review meetings and clear reporting, so you always understand how your portfolio is positioned and why. The terms for ending a mandate, including notice periods and how assets are transferred or realised, are set out in our terms of business and explained before you sign.
Tax treatment depends entirely on your individual circumstances, the wrappers used and the type of return generated, and the rules may change in future. Our planning work considers your tax position when shaping a strategy, and we will tell you clearly where specialist tax or legal advice is needed rather than straying outside our remit.
The request form asks 3 short questions. A specialist will review what you have shared and contact you to arrange a convenient time. The conversation itself is confidential and unpressured. Nothing on this page constitutes personal financial advice, and requesting a conversation does not create any advisory relationship or obligation to proceed.
No decisions are needed on the first call. Tell us where you are now and we will tell you honestly whether we can help.
Request a Conversation3 short questions · No obligation · Completely confidential
Your details are used only to arrange your conversation and are never sold or shared.
Speak to our FCA-regulated team about discretionary and advisory investment management tailored to your goals. It begins with a confidential, no-obligation conversation about where you are now and what you want your wealth to do next.
Because our model is relationship-led rather than volume-led, we take on a deliberately limited number of new client relationships each quarter.
Independent · Privately owned · Established 2016 · Nationwide UK coverage
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