Oakglen Wealth
David Stoney has a diverse work experience spanning across various industries. David is currently working as the Marketing and Communications Lead at Oakglen Wealth, where they focus on providing personalized investment management services to clients. Prior to that, David worked at Rosecut as the Head of Operations and Digital Marketing Manager, where they successfully raised £1.8M through crowdfunding campaigns. David also has significant experience at UBS, where they held roles such as Client Management Team Lead and Senior Relationship Manager, demonstrating their expertise in digital proposition and client relationships. David's career started at Sainsbury's as a Produce Assistant, where they gained customer service and graphic design skills.
David Stoney attended St. Ignatius College where they completed their A-Levels in Art, Classical Civilisation, and English Literature. David also completed their GCSEs at the same institution, where their subjects included Art, English Literature & Language, French, Geography, German, Maths, RE, and Science (Double Award). Additionally, David Stoney pursued further education at Middlesex University, earning a BTEC Diploma in Art & Design and a Degree in Visual Communication Design - Graphics.
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Oakglen Wealth
Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority. Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. IMPORTANT: Oakglen Wealth is regulated by the Jersey Financial Services Commission. Oakglen Wealth Limited is registered in England and Wales (13182724) and is authorised and regulated by the Financial Conduct Authority (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com