Options at Retirement

Happy senior couple walking together on a beach

At Retirement Options Kris & Krystyna Kris was introduced to OCM Wealth Management to get some advice on his pension needs having recently retired, and was about to buy an annuity. He and his wife Krystyna had a number of different pension and investment pots Read more…

Investment Plans

We were introduced to a couple by an accountant because they were becoming very frustrated with the amount of paperwork they were receiving from their investments and had no idea when they could or should retire, having just sold their business. The couple had cash Read more…

Investment Review

A client introduced us to a friend who was a retired gentleman that was concerned with the level of income he was taking from his investments. His portfolio included building society accounts, shares and investment bonds. He had sufficient income to live on and did Read more…