HBFS

Saint Helier, Jersey Founded: 1988 • Age: 38 yrs Acquired By Oakglen Group
Provider of financial advisory services

About HBFS

HBFS is a Financial Services company based in Saint Helier (Jersey) founded in 1988, and was acquired by Oakglen Group in June 2025. Provider of financial advisory services. HBFS offers products and services including Investments Service, Retirement Planning, Life Cover, Savings Plans, and Mortgage Advisory. Its focus areas include Asset Management and Diversified. Its legal entity is Homebuyer Financial Services Limited.

Company details

HBFS was established in 1988 as an independent financial advisory firm in St. Helier, Jersey. Operations center on the Channel Islands, where services such as mortgages, investments, pensions, and insurance are delivered. Personalized advice is extended to clients, with emphasis placed on their financial security and goal achievement within the financial services sector.

  • Headquarters Saint Helier, Jersey
  • Stage Acquired
  • Sectors
    Financial Services
  • Website hbfs.co.je
  • Social LinkedIn X Facebook
  • Acquired by Oakglen Group (Jun 2025)
  • Legal Name Homebuyer Financial Services Limited
Operational Areas
Key Metrics

Products & Services of HBFS

HBFS offers a comprehensive portfolio of products and services, including Investments Service, Retirement Planning, Life Cover, Savings Plans, and Mortgage Advisory.

Investments Service
Financial Advisory

Personalized service to find suitable investment funds for clients.

Retirement Planning
Financial Advisory

Guidance on investing for future retirement needs and security.

Life Cover
Insurance Services

Provides protection against life events and critical illnesses.

Savings Plans
Financial Advisory

Assistance in building robust savings strategies for goals.

Mortgage Advisory
Financial Advisory

Expert guidance on tailored mortgage options for property purchases.

Investors in HBFS

HBFS has secured backing from 2 investors. Prominent investors backing the company include Oakglen Wealth and TEAM Asset Management.

All
InvestorDescriptionFounded YearDomainLocation
Wealth management services are offered by Oakglen Wealth.
2016oakglenwealth.comSt Helier, Jersey
Boutique asset manager providing discretionary investment services worldwide.
2002teamassetmanagement.comChannel Islands
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Investor details for HBFS

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Timeline of HBFS

3 dated milestones of HBFS across 37 years, from founding to its latest funding, stage changes and deals.

  1. Founded HBFS is founded.
  2. Exit Acquired by TEAM Asset Management.
  3. Exit Acquired by Oakglen Group.
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Related news about Hbfs

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Complete news archive for HBFS

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Frequently Asked Questions about HBFS

HBFS was founded in 1988.

HBFS is headquartered in Saint Helier, Jersey.

HBFS was established in 1988 as an independent financial advisory firm in St. Helier, Jersey. Operations center on the Channel Islands, where services such as mortgages, investments, pensions, and insurance are delivered. Personalized advice is extended to clients, with emphasis placed on their financial security and goal achievement within the financial services sector.

HBFS offers Investments Service, Retirement Planning, Life Cover, Savings Plans, and Mortgage Advisory.

HBFS has 2 investors. Key investors include Oakglen Wealth, and TEAM Asset Management.

HBFS operates through Homebuyer Financial Services Limited.

Yes. HBFS was acquired by Oakglen Group in June 2025.

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