Oakglen Wealth Holding (Jersey) Limited, part of the Oakglen Group, has completed the acquisition of Homebuyer Financial Services Limited (HBFS), a well-established independent financial planning firm based in Jersey.
The acquisition broadens Oakglen Wealth’s service proposition, enabling the group to offer comprehensive financial and retirement planning in addition to its existing wealth and investment management services. HBFS’s offering includes pensions, investments, protection, and mortgage advice for a wide range of clients, many of whom have been with the firm for years.
Jamie Crawford, head of wealth management for Oakglen Group, said: “Our goal has always been to provide clients with the highest quality advice, built around their individual needs. Bringing HBFS into the Oakglen Wealth group allows us to extend our services to include expert financial and retirement planning, while staying true to our core values of independence and personalisation. We look forward to welcoming the HBFS team and I look forward to working with Michael and Marzena to achieve a smooth handover.”
As part of the agreement, Michael Barney, managing director of HBFS, and Marzena Dziewulska, director and partner, will remain involved in an advisory capacity to support the transition. All other HBFS staff will remain in place to ensure service continuity for clients.
Michael Barney said: “We are delighted that the sale of HBFS to Oakglen has completed. This is great news for HBFS clients as Oakglen will offer fresh solutions to HBFS clients. I am aware that I have personally looked after a number of clients for many years and I am excited to continue to work with Oakglen Wealth and HBFS going forward.”
