THROUGH OUR LEADING EXPERTISE, KNOWLEDGE AND DISTINCT NETWORK OUR CLIENTS HAVE ACCESS TO INVESTMENT OPPORTUNITIES NOT USUALLY AVAILABLE TO MOST INVESTORS.
Oakbridge Wealth provide independent investment services, on an advisory or discretionary basis, to private clients, trustees, charities and family offices. Relationships are at the heart of what we do; we provide an investment service defined by our clients’ needs, taking time to fully appreciate their defined objectives so that we can create their optimal portfolio. In today’s market environment, sustainable growth is only possible if we do things responsibly alongside our clients, marrying our interests with theirs.
our clients are at the centre of everything we do
As an owner-managed business, something that sets us apart from most of our peers, our interests are aligned with our clients and their long-term objectives. No two clients are the same and our independence allows us flexibility to provide a personal service on an individual basis.