About Us

As our company has grown, we have been conscious of evolving and developing our business model to support our high standards. This has included significant investment in our back office infrastructure and systems and the development of a robust team of experienced and highly qualified individuals, to support our business development goals.

We have a variety of clients who have acquired their wealth from differing backgrounds. These can range from instantaneous wealth creation to building up wealth gradually throughout the lifetime of the client. Some of the areas we are experienced in when advising our clients, are as follows:

1. Trusts & Charities as well as court of protection clients
2. Clients who are frustrated with their existing asset manager and want to change;
3. Clients accumulating wealth and wanting to develop a coherent plan;
4. Those in receipt of an inheritance;
5. Those looking to retire and need advice on what to do;
6. Clients just looking to do tax planning;
7. Individuals looking for constructive planning and exit strategies;
8. Clients worried about what would happen if they died.

At OCM, we believe that through Holistic Financial Planning at the correct time, clients can develop and achieve a strategic vision looking to the future and maximise the opportunities presented through wealth creation. Whether the wealth creation is instant or built up over time, it is important to work towards a goal with that money.

A typical client of OCM will have investable assets inside or outside pensions of, on average £1m or (if less than £1m) be earning over £100k per annum, and have the ability to create a portfolio of investment assets over £1m within three years. The majority require our specialist tax and investment services and all require access to our unique Intellectual Property on a fee basis.

Here at OCM, we pride ourselves in the ability to advise and coach our clients to achieving those agreed strategic goals.