Clients

From our head office in Northamptonshire we work with all sorts of clients with different goals and ambitions at different stages of their lives. What remains constant is our commitment to help achieve them.

Client
Overview

From our head office in Northamptonshire we work with all sorts of clients with different goals and ambitions.

Private
Clients

Every client entrusts us to work with them initially; to define whether their dreams of one day being financially independent are achievable.

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Wealthy
Families

At OCM we understand that talking about money remains a taboo in many families, with almost half of married couples not knowing how much their spouse earns.

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Corporate
Clients

At OCM, we love working alongside businesses and helping them ‘make it happen.’

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Financial
Advisers

Finding an investment solution that fits seamlessly into the continuous circle of advice for clients, is hard work and we speak from experience.

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Charities& Trusts

We will work in partnership with you as a charity or not for profit organisation to achieve your desired investment outcomes.

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Mutually defined objectives

Every client who chooses OCM as a Partner entrusts us to manage their or their clients’ financial future with care and diligence and that is at the heart of what we do, whether they are a wealth management client, a charity, a trustee or another professional firm appointing us to manage their clients’ assets and financial future. Irrespective of how you become a client the focus is always outing your needs at te very centre of the proposition and working with you to deliver mutually defined objectives.

Since 2004 when the company was founded, OCM have strived to deliver the highest standards of service to anyone who uses the company and the growth has only been achieved due to our commitment to our clients and their loyalty to us, in that we work in partnership. To truly understand how we can help please look further by clicking on the tabs above or contact the office directly on 01604 621467 and speak to one of our highly trained Wealth Managers or Investment Managers.

Contact Us

Speak to one of our highly trained Wealth Managers or Investment Managers

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