OCM Wealth Management Limited is a Fee Based - Independent Financial Advisory (IFA) and Accountancy practice.
As IFA’s we specialise in creating strategic taxation, investment and pension portfolios for private clients and charities. The focus of the work we do is to form long term relationships with our clients, during which we will work with you to help plan and organise your financial future. For private clients who have as yet not retired the aim of the reporting process and strategy will be to provide structure by creating a finaincial plan which details when (based on your balance between saving and investment), you will become financially independent and can retire or even to facilitate a career change.
For clients who have retired the financial plan will be focussed more on maintaining that hard earned financial independence by managing portfolio risk, using asset allocation and risk profiling tools. At all times all strategies are linked with taxation planning which will look at income tax, inheritance tax and capital gains tax mitigation wherever possible.
Although all private clients receive a holistic assessment which culminates in us providing a report which looks at all areas of potential advice before any specific advice is given to ensure we fully understand every facet of your personal circumstances, the main areas in which we give advice to clients following the holistic report are as follows:-
1. Strategic Investment Planning and Portfolio Restructuring
2. Estate Planning
3. Income Tax and Capital Gains Tax planning
4. Pension Advice
5. Employee Benefits
In addition to being an IFA practice we also have our own accountancy practice and as accountants we deliver a range of services to individual clients and companies which range from individual tax returns and self employed accounts to a fully-blown virtual financial director service.
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