Find your path to Chris
227 people in our graph share verified history with Chris — schools, employers, funds. One of them is your warm intro.
Chris MorrisunlockedChris: together at Lloyds Bank (2014–2016)
×10Chris: together at Lloyds Bank
Chris: together at Teesside University
About
Chris Hall is Managing Director at Oakglen Wealth Planning, where he oversees financial planning activities and services while managing client relationships. He holds the Chartered Financial Planner credential and is an associate member of the Personal Finance Society. His background includes positions at Lloyds Bank, Scottish Widows, and the Vantage group of companies, providing experience across banking, wealth management, and trust services.
Experience
- Oakglen Wealth PlanningManaging Directorcurrent2025 — presentJersey
- Advisa WealthDirector2020 — 2025Jersey
- Vantage Group (Channel Islands)Director, Vantage Limited2016 — 2020
- Lloyds Banking GroupFiduciary Development Manager2014 — 2016
- Lloyds private bankingPensions Training Manager2013 — 2014
- Scottish WidowsFinancial Advisor2012 — 2013
- Fraser MackinlayIndependant Financial Adviser2009 — 2012
Skills & more
Pensions including QROPS/QNUPS/UK pensions1Investments4
- Chartered Financial Planner
From Chris's professional profile.
Colleagues at Oakglen
Aaron Ali
Senior Administrator at Oakglen
Alex Smyth
Head of Fund Services at Oakglen
Alfie Maylin
Trainee Administrator at Oakglen
Allan Stewart
Managing Director - Jersey at Oakglen
Amy-Jane Hamon
Compliance Manager at Oakglen
Anne-Marie Sinclair
Front of House Receptionist at Oakglen
Austin Mutambirwa
Assistant Manager – Client Financial Reporting at Oakglen
Bella Tayler
Trainee Investment Manager - UK at Oakglen
Frequently asked questions
- Who is Chris Hall?
- Chris Hall is Managing Director at Oakglen Wealth Planning, where he oversees financial planning activities and services while managing client relationships. He holds the Chartered Financial Planner credential and is an associate member of the Personal Finance Society. His background includes positions at Lloyds Bank, Scottish Widows, and the Vantage group of companies, providing experience across banking, wealth management, and trust services.
- Where does Chris Hall work?
- Chris Hall is Managing Director - Oakglen Wealth Planning at Oakglen.
- Where did Chris Hall go to school?
- Chris Hall studied at Teesside University (Business and finance).
Same school
Also attended Teesside University9
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+ 3 more
Shared employers
Also worked at Oakglen Wealth Planning8
Bronagh MartinCompliance Manager at OakglenDavid TroySenior Wealth Manager at OakglenJohn RamsaySenior Financial Adviser at OakglenScott CullinaneFinancial Adviser at OakglenTom LewisFinancial Adviser at OakglenRegitze PetersenTrainee Financial Adviser at Oakglen
+ 2 more
Also worked at Lloyds Banking Group103
Arman BhuiyanVice President at Ospraie Ag ScienceDamian ZapłataInvestor at Inovo VCAriel RahamimAn investor in pre-seed and idea stage startupsStef MerckxManaging Director, Financial Institutions Coverage at MUFGNigel YoungChief Technology Officer at CaladanTolu AkinboboyeAssociate, Investor Relations at Helios Digital Ventures
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+ 97 more
