life stages news
Home
Our firm
Our advisers
How we are paid
Testimonials
Privacy statement
Documents for download
OCM brochures
Useful Links
What is financial planning?
What we offer
Becoming a client
Contact us
Market commentary
Client login

 
welcome
Brochures
Brochures to download

Here we have provided access to our brochures, for you to download and use as appropriate.  Just follow the instructions below.

Document Name

Description

PDF

Aggressive Portfolio

The aggressive portfolio is 100% equity at an asset allocation level and is very high risk. Not designed for the faint hearted and certainly not a long hold strategy model.Suitable for short term use and for elements of portfolios.

PDF

Balanced Agressive Portfolio

This portfolio has 70% Equity participation with high levels of exposure in the global growth, emerging and asian markets.

PDF

Balanced Portfolio

The balanced portfoli is 50% Equity adn 50% Non Equity and is designed to balance out the risks associated with investing in equities.

PDF

Cautious Balanced Model

The Cautious Balanced model has 30% equity participation and is designed for the moderately cautious investor.

PDF

Cautious Model Portfolio

The Cautious model portfolio is 100% non equity but invets predominantly in debt instruments and government bonds.

PDF

Ultra Cautious Model Portfolio

Ultra Cautious Model portfolio for the very cautious client.

PDF

Portfolio Summary

The latest portfolio summary which details the latest market commentary and performance of the model portfolios that we run at OCM.

PDF

OCM June 2010 tax Tables

These tables are updated and for use follwing the Emergency budget

PDF

Budget Summary June 2010

This document summarises all of the main points since the emergency budget.

PDF

OCM Wealth Management Brochure

Full Corporate Brochure

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.



Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

OCM Wealth Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 418826

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.