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. Overall Jason has become an invaluable part of the team at the Charity, and we would highly recommend the Wealth Management services that he and his team provide to other Charities and Wealthy individuals.

We were initially referred to Jason Stather-Lodge by Camelot following our good fortune in winning the Christmas National Lottery in 2001. Over the years in which we have worked with Jason we have received advice in all areas and have set in place trust mechanisms to mitigate Inheritance Tax, an income stream on which we seem to pay no tax, an investment strategy to ensure that we are not putting too much of our capital at risk and life assurance contracts to protect the value of the income and cover school fees if either of us were to die. The main thing for us in addition to all of the advice is the support and assistance Jason has provided us with since winning, which has always been available to us whenever we have needed it. We have found Jason to be very thorough in his application of his and his companies Wealth Management services and would wholeheartedly support him in recommending his services to other wealthy individuals

OCM are unusual in their personal approach which does more than pay lip-service to the compliance requirement for knowing the customer. The in depth understanding results, in my view, from a total identification with the needs and personality of the client. In my case, I discovered facets of my investment philosophy that were not apparent even to me before Jasons analysis of my fairly complex affairs. A meeting with OCM is recommended to find out whether their style suits your own needs. In any event, the time will not be wasted.

We have been working with Jason for some three years now, and were initially introduced to him by Ernst & Young, to provide advice in relation to the personal taxation, retirement and investment aspects of the sale of our business. Since being appointed Jason now handles all of our complex financial affairs in context with our lifestyle and we have benefited from advice in all areas including investments, pension, inheritance tax and tax planning. Jason has also explained intricate tax saving vehicles to us and been instrumental in ensuring that we are aware of all the available options to us before we embark on the next phase of investment or review, providing a good balance of scepticism and optimism at all times in relation to investment opportunities, at all times in line with a clear strategy. We have found his advice, and the reduced initial charges his company have arranged with some of the investment houses to be of great benefit and would recommend him and his company to other clients.

With retirement in sight I sought some professional advice regarding my various pensions and was referred by my accountant to Jason at OCM. The resulting advice was extremely useful and financially rewarding. This then led on to formulating a strategic plan for the future. Taking into account the various pensions including the cash draw down element our existing investment portfolio, and exit as a member of Lloyd’s, along with some more tax efficient investments. The result is a much more focussed investment plan for the future that is more streamlined and balanced than previously built up by myself. This will be easier to monitor and review in the years ahead and the tax advantages will further my income going forward. All the advice from OCM has been researched, extremely thorough and well documented but very clear and easy to understand. Jason has always gone out of his way to ensure that we fully understand what is being discussed.

Since using Jason as our Financial Adviser we have benefited from his expertise and his abilities in this context have been proven in his dealings with our complicated financial affairs. This has endowed us with a peace of mind that was not present before and we would highly recommend his services to all

Jason acted as our Financial Advisor in ensuring our Life Assurance/Critical Illness and Permanent health insurance policies were suitable for our needs. We appreciated his dedicated, professional approach and would have no hesitation in recommending his company to potential clients

Jason has been handling our investments and advising us on our overall financial policy for over 5 years. He has been friendly and helpful and we have confidence in his integrity. We also feel that his experience and contacts equip him to do this work extremely well.

Whilst I was managing director of a Midlands engineering company, Jason acted as our company advisor regarding pensions and general investment matters. During that time, he showed us how our existing funds were performing poorly and enabled us to change to well run providers giving good returns even during difficult times. Since I retired, he has acted for me on a personal basis, and has consistently provided me with good profitable advice.