Testimonials

Sister Mary Peter

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.

Trevor George

“Shoosmiths have been impressed by both the sound advice and efficient administration that is the hallmark of OCM Wealth Management. Jason Stather-Lodge has brought together a team that is well qualified to provide both the in-depth knowledge and investment management expertise that we seek for our clients.”

Susan Sorrie

“Jason and I have worked together for a number of years with the aim to providing an all round personal service to clients both at a time when they are reviewing their personal affairs and at a time when a close family member sadly dies. Jason has always been approachable , honest and efficient.

Sister Mary Antonietta

“We are indebted to Jason and OCM for their combined friendship and availability, their valuable advice and the manner in which they have ‘grown’ our assets, making the impossible, possible in a genuinely personal and professional way, having met and exceeded all our expectations.”