Testimonials

Sister Mary Peter

Sisters of Providence (Charity) – Loughborough

We have been advised by Jason Stather-Lodge for over five years now and have benefited from his unique holistic and strategic approach to Wealth Management. The regular reviews allow us to understand the level of risk we are taking at all times in the portfolio and make adjustments in line with our requirements and the movements within the portfolio in conjunction with our strategic plan. Overall Jason has become an invaluable part of the team at the Charity, and we would highly recommend the Wealth Management services that he and his team provide to other Charities and wealthy individuals.

Mr Stephen Joyner

Barlestone, Leicester

Four years ago as an imminent retiree I contacted OCM for overall financial advice that was essential at the commencement of retirement and ongoing. The advice then and subsequently has been excellent. Timeliness of reports and answers to questions continue to be very good. Their networking with accountants and stockbrokers has also proven very helpful as is the attention we receive from all the staff at OCM. Overall an excellent service.

Mr & Mrs Boyens

Brighton

We are very satisfied and cannot think of anyway of improving the service we receive!

Mr M C Henry

Pinner

In the many years that I have known Jason, he has maintained his personal integrity and provided me with advice without regard to any personal benefits. His concern has always been to place my interests ahead of his own. He has my highest regard and I have no hesitation in recommending his services

Mr Rod Morse

Sevenoaks, Kent

With retirement in sight I sought some professional advice regarding my various pensions and was referred by my accountant to Jason at OCM. The resulting advice was extremely useful and financially rewarding. This then led on to formulating a strategic plan for the future. Taking into account the various pensions including the cash draw down element, our existing investment portfolio and exit as a member of Lloyd’s, along with some more tax efficient investments.

The result is a much more focussed investment plan for the future that is more streamlined and balanced than previously built up by myself. This will be easier to monitor and review in the years ahead and the tax advantages will further my income going forward. All the advice from OCM has been researched, extremely thorough and well documented but very clear and easy to understand. Jason has always gone out of his way to ensure that we fully understand what is being discussed.

Mrs S Clennell

Derbyshire

OCM has been involved in advising us on our financial affairs for more than 10 years. They have been most conscientious and thorough in their assessments and have given personal attention to regular visits with a cheerful, positive and friendly manner.  Very Professional!

Mrs Barbara Jackson

Derbyshire

Since using Jason as our Financial Adviser I have benefited from his expertise and his abilities in this context have been proven in his dealings with our complicated financial affairs. This has endowed us with a peace of mind that was not present before and we would highly recommend his services to all.

Mr & Mrs J Broadley

Chobham, Surrey

We have been working with Jason for some seven years now, and were initially introduced to him by Ernst & Young, to provide advice in relation to the personal taxation, retirement and investment aspects of the sale of our business. Since being appointed Jason now handles all of our complex financial affairs in context with our lifestyle and we have benefited from advice in all areas including investments, pension, inheritance tax and tax planning.

Jason has also explained intricate tax saving vehicles to us and been instrumental in ensuring that we are aware of all the available options to us before we embark on the next phase of investment or review, providing a good balance of scepticism and optimism at all times in relation to investment opportunities, at all times in line with a clear strategy. We have found his advice, and the reduced initial charges his company have arranged with some of the investment houses to be of great benefit and would recommend him and his company to other clients.

Mrs D Brown

Cambridge

We were initially referred to Jason Stather-Lodge by Camelot following our good fortune in winning the Christmas National Lottery in 2001. Over the years in which we have worked with Jason we have received advice in all areas and have set in place trust mechanisms to mitigate Inheritance Tax, an income stream on which we seem to pay no tax, an investment strategy to ensure that we are not putting too much of our capital at risk and life assurance contracts to protect the value of the income and cover school fees if either of us were to die. The main thing for us in addition to all of the advice is the support and assistance Jason has provided us with since winning, which has always been available to us whenever we have needed it.

We have found Jason to be very thorough in his application of his and his companies Wealth Management services and would wholeheartedly support him in recommending his services to other wealthy individuals”

Mr J Palmer

Leicester

Jason has advised me on my finaincial affiars since my retirement five years ago. Without exception his advice has always been well considered and extremely useful, enabling successful management of my affairs.