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John Ramsay

Investor

Senior Financial Adviser at Oakglen

Jersey

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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

  1. Oakglen Wealth PlanningSenior Financial Advisercurrent2025 — presentSt. Helier, Jersey
  2. HBFS Independent Financial AdvisersSenior Financial Adviser2017 — 2025St. Helier, Jersey
  3. CitiContractor - CRS project team2017Jersey
  4. UBSDirector and Head of Private Clients2012 — 2016Jersey
  5. UBSPrivate Banker and Senior Manager, International Clients2000 — 2012Jersey
  6. UBSPrivate Client Advisor1996 — 2000Jersey

Skills & more

Retirement PlanningIntergenerational Wealth TransferPrivate Banking3Wealth Management9Team Management2Portfolio Management4Risk Management3Investment Management1Capital Markets2Trust Services1High Net Worth Individuals2Business Strategy1
+10 moreAsset AllocationCreditBusiness Process ImprovementBusiness DevelopmentHedge FundsForeign Exchange (FX) TradingFinancial RiskDerivativesMutual FundsManagement
  • 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

Who is John Ramsay?
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.
Where does John Ramsay work?
John Ramsay is Senior Financial Adviser at Oakglen.

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