About
John Ramsay is a Senior Financial Adviser at Oakglen Wealth Planning, where he provides wealth, retirement, and protection planning services to Jersey residents and small businesses. He holds Chartered Fellow status with the Chartered Institute for Securities and Investment and maintains Level 7 Investment Qualification credentials.
Experience
- Oakglen Wealth PlanningSenior Financial Advisercurrent2025 — presentSt. Helier, Jersey
- HBFS Independent Financial AdvisersSenior Financial Adviser2017 — 2025St. Helier, Jersey
- CitiContractor - CRS project team2017Jersey
- UBSDirector and Head of Private Clients2012 — 2016Jersey
- UBSPrivate Banker and Senior Manager, International Clients2000 — 2012Jersey
- UBSPrivate Client Advisor1996 — 2000Jersey
Skills & more
Retirement PlanningIntergenerational Wealth TransferPrivate Banking3Wealth Management9Team Management2Portfolio Management4Risk Management3Investment Management1Capital Markets2Trust Services1High Net Worth Individuals2Business Strategy1
+12 more
Asset AllocationCreditBusiness Process ImprovementBusiness DevelopmentHedge FundsForeign Exchange (FX) TradingFinancial RiskDerivativesMutual FundsManagementPrivate EquityAsset Management- Trust Administration and Accounts (Distinction) — Society of Trust & Estate Practitioners
- Trust Creation Law and Practice (Distinction) — Society of Trust & Estate Practitioners
- Fellow of the Chartered Institute for Securities and Investment (Level 7 qualified) — The Chartered Institute for Securities & Investment (The CISI)
- Private Client Investment Advice and Management (PCIAM) L6 — The Chartered Institute for Securities & Investment (The CISI)
- Investment Advisory Certificate (IAC) — The Chartered Institute for Securities & Investment (The CISI)
From John'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
- Where does John Ramsay work?
- John Ramsay is Senior Financial Adviser at Oakglen.
Shared employers
Also worked at Oakglen Wealth Planning8
Chris HallManaging Director - Oakglen Wealth Planning at OakglenBronagh MartinCompliance Manager at OakglenDavid TroySenior Wealth Manager at OakglenScott CullinaneFinancial Adviser at OakglenTom LewisFinancial Adviser at OakglenRegitze PetersenTrainee Financial Adviser at Oakglen
+ 2 more
Also worked at Citi729
Nina AchadjianInvestor at Index VenturesRishi ModiInvestor at GV (Google Ventures)RustyAdvisor at Clear VenturesKerry WongHead of Investor Relations at Pantera CapitalTori KorineInvestor at OpenView Venture PartnersAnn PauloseSenior Investor Relations Associate at Greycroft
+ 723 more
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