Why OCM Wealth Management

Jason & Maggie as founders of OCM Wealth management in 2004, have created and are recognised as one of the leading boutique wealth management firms in the UK specialising in providing financial advice to both private clients and family trusts as well as managing assets of other IFA’s or FA’s using our innovative and client focussed investment strategy called “Outcome Based Investing”. Recently recognised again as one of the country’s leading Wealth Managers as voted for by the clients of OCM, Jason and Maggie continue to drive the business forward ensuring that the highest standards of service are delivered.

Every client who chooses OCM as a Partner entrusts us to manage their or their clients’ financial future with care and diligence and that is at the heart of what we do, whether they are a wealth management client, a charity, a trustee or another professional firm appointing us to manage their clients’ assets and financial future.

As we are a multi-disciplined practice we invite you to understand more about the individual solutions we offer, as detailed below, by exploring the website further. We would though draw your attention to the following areas of the website:

  1. Private Clients – Focused on delivering a Holistic Chartered financial planning service for private clients, with an integrated tax planning service and underpinned by an award winning investment proposition.
  2. Intermediary Services – A standalone DFM service for third party IFA’s and FA’s as a Centralised Investment Proposition using our Innovative investment strategy called “Outcome Based investing”.
  3. Charities and Trusts – Focused on delivering cash flow modelling, financial planning and asset management as a combined solution to Trusts and Charities up to £20m in size.
  4. Corporate Clients – Focused on delivering a corporate financial planning service for corporate entities and their employees.

Since 2004 when the company was founded, OCM have strived to deliver the highest standards of service to anyone who uses the company and the growth has only been achieved due to our commitment to our clients and their loyalty to us, in that we work in partnership. To truly understand how we can help please look further by clicking on the tabs above or contact the office directly on 01604 621467 and speak to one of our highly trained Wealth Managers or Investment Managers.

Jason Stather-Lodge   CEO / CIO & Founder – OCM