Welcome to OCM Wealth Management
We are one of the UK’s leading firms of financial advisers recognised as being one of only a handful that are both Chartered and Discretionary Asset Managers. We pride ourselves on three things:-
- Our customer service;
- The performance of our investment strategy;
- The competitiveness of our charges.
We have a variety of clients who have acquired their wealth from differing backgrounds and have tailored our services specifically to the services required. The website is therefore broken down into sections for each of our customer channels as defined below and detailed in the navigation bar above:-
- Private Clients;
- Corporate Entities;
- Charities & Trusts;
- Solicitors & Accountants;
- Intermediary Services.
Partnership
Every client who chooses OCM as a Partner works with a Chartered Financial Planner to understand his or her situation, future plans and goals. We then agree a course of action and a program of steps. Financial goals are then strategised, with a tax plan to reduce lifetime taxes. We conceptually illustrate the plan using charts and define what annualised return "Outcome" is required to achieve your financial goals.
Once we understand the required outcome and your risk / reward conundrum, we then interlink the plan directionally using our internal discretionary asset managers to develop a coherent investment strategy. The investment team pride themselves in being nimble, and work hard to continually evolve the asset strategy to be in the right assets at the right time, and through the use of evolving technology and aggregation of assets into one asset management system, stay ahead of the curve.
Once a plan is executed and is being, we will provide regular portfolio updates and periodic face to face reviews with you and your team, to ensure that everything remains on course. This continual process is called the “Circle of Advice”.
All services are offered and provided within an agreed fee schedule so you do not have to worry about being charged every time you contact us. You will be allocated a dedicated team to ensure all your needs are satisfied, led by a dedicated Partner with your needs always at the centre of everything we do.
Jason Stather-Lodge
Chief Executive Officer & Founder - OCM Wealth Management Limited
