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OAKGLEN Wealth Planning, the financial planning arm of Oakglen Wealth, has strengthened its advisory team with the appointment of Scott Cullinane as financial adviser, as the business continues to build momentum following its launch and ongoing expansion.
Scott joins Oakglen Wealth Planning in a senior advisory capacity, bringing significant experience in delivering holistic financial planning advice to private clients. In his new role, Scott will focus on supporting individuals, families and business owners with tailored strategies across pensions, investments and broader wealth structuring, aligned to the firm’s planning-led approach.
His appointment reflects Oakglen Wealth Planning’s continued investment in experienced advisers as it develops its proposition following the integration of financial planning capabilities into the wider Oakglen Wealth platform. This expansion has enabled the firm to offer comprehensive financial and retirement planning alongside its established investment management services.
Jamie Crawford, group head of wealth management, said: “This appointment reflects the continued growth of our Jersey business and our commitment to building a high-calibre financial planning team. As we continue to scale the business, attracting high-quality advisers remains central to delivering the level of service and outcomes our clients expect. Scott is a welcome addition to an already fantastic team.”
Chris Hall, managing director at Oakglen Wealth Planning, added: “We are delighted to welcome Scott to Oakglen Wealth Planning and the Oakglen Group. His experience and client-focused approach make him a strong addition to our growing team. Bringing in experienced professionals such as Scott, strengthens our ability to deliver integrated advice and investment solutions to our clients.”
Scott Cullinane, financial adviser at Oakglen Wealth Planning, also added: “I am delighted to join the Oakglen Wealth Planning team and contribute to the continued growth of its wealth planning offering for Jersey residents. Throughout my career, I have remained committed to supporting my clients with tailored planning solutions that help them achieve their short, medium, and long-term goals. I am very much looking forward to the future and to serving my clients with the support of a Jersey focused business.”
The hires come at an important stage in the evolution of Oakglen Wealth Planning, which was established to deliver planning-led advice as part of the wider Oakglen Wealth offering. The business continues to attract talent as it builds a scalable, client-centric model designed to meet evolving client needs.
Oakglen Wealth Planning (Jersey) Ltd is registered in Jersey (72030) and is authorised and regulated by the Jersey Financial Services Commission under the Financial Services (Jersey) Law 1998 for the conduct of investment business.
