OCM - Our Independence Makes us Dependable 

As a firm we understand how hard it is to take the first step to appointing a professional firm to work with you as it involves a large investment in time and will mean that you have to divulge all of your financial information to someone you have just met. Please be assured that this is something we are very conscious of and know how hard it is to take that first step towards handing the management of your financial affairs over to someone else.

Our sole aim therefore when we first meet is to gain your trust and provide assurances that we are there to work for you. To evidence this we are happy to conduct the first meeting at no charge to you at our offices and will show you how we work and how we can manage your financial affairs.

We are one of only 325 firms in the UK that have been accredited as being Chartered which in conjunction with the fact that we are also a Discretionary Asset Management firm means that as well as giving high quality, trustworthy advice, we also look after your assets once invested on an active not reactive basis.  

OCM therefore brings together the skills of being one of the country’s highest qualified and accredited Independent Financial Advisory firms, with the skills of a stockbroker in that we can actively manage client assets and manage risk for them.

The pro active management of client assets is the main focus of the firm once the advisory process is complete and we achieve this by using the limitless resources available to us from the fund management and economic universe, to constantly assess asset risk. If we feel assets within your portfolio are becoming toxic, we will change the structure of portfolios to protect them, as we did when markets were falling as seen in 2001 and in 2008, when we removed equity and invested heavily in government gilts and cash.

Cash Default at OCM is not something that keeps us awake at night because we also have Lloyds of London underwriting cash deposits of up to $1.9m per client if held with our custodian (Pershing) awaiting reinvestment so we do not worry about the £85,000 FSCS limit for cash holdings. This gives you and us piece of mind when the unthinkable happens and all assets become toxic and only option is cash or Gilts as was the case in 2008.