Case Studies

Within this section we have created case studies from our experiences as a firm, so that clients, journalists and students can see how OCM as a Chartered and Certified Financial Planning firm as well as Discretionary Asset Manager has listened, understood and satisfied the objectives of our clients.

As we work in many areas individually and holistically we have broken the case studies down into the following categories to simplify the search and review for you:-

  1. Discretionary Fund Management.
  2. Holistic Financial Planning
  3. Family Protection
  4. Investment Planning
  5. Pre & Post Retirement planning
  6. Tax & Estate Planning
  7. Court of Protection Clients

Please also review our Testimonials for comments from Clients of OCM Wealth Management, as feedback from our satisfied clients.