We provide independent investment solutions that are defined by client needs
Oakbridge Wealth takes a long-term approach to developing relationships because we appreciate the importance placed on building trust between clients and their adviser. We take time to fully understand the unique circumstances of every client so that we can create the optimal portfolio to meet their defined objectives.
We offer a number of ways to invest based on the amount of advice clients desire
Our advisory investment service allows clients to stay in control of the investment decision making process whilst receiving advice and recommendations from our team of investment professionals. For clients who wish to delegate the investment decision making process, we offer a range of discretionary investment management solutions tailored to their individual requirements.
If you would like to know more about our investment services please call Allan Stewart, Director on +44 (0) 1534 709597 or email allan.stewart@oakbridge.je