Testimonials

Don't just take our word for it

Without OCM I would have little choice but the high street banks and building societies. I am now in my fifth year with OCM and it has clearly outperformed them. OCM has made a fairly modest amount work well.

Peter

As a longstanding Private Client of Jason and OCM, I genuinely value their professional advice and guidance in an increasingly complex wealth management scene. In particular, the integrity and personality across the OCM team has created a trust based, professional relationship of particular value to me and I look forward to continuing that for many years to come.

Richard

In choosing to work with the OCM team you are going to work with the Cream of the crop. From the outset of the process there has been detailed information gathering to understand the level of risk I am prepared to take with my Personal Pension investments. Visits to discuss and plan with follow ups and regular market analysis detailing the Outcome Based alternatives and investment decision reasoning. All of this adds up to building trust and a relationship that you will be in for the long run, you're not just another customer, with OCM it's personal.

Phil

An effective Wealth Manager (IFA) should be just as interested in you, your family, lifestyle and personal circumstances as they are in the money you have to invest, I can honestly say that Jason and his team are without a doubt make me feel that they care about me and my family and that makes what they do extremely valued.

John & Sue

An effective Wealth Manager (IFA) should be just as interested in you, your family, lifestyle and personal circumstances as they are in the money you have to invest, I can honestly say that Jason and his team are without a doubt make me feel that they care about me and my family and that makes what they do extremely valued.

Rod

OCM seem to have hit on a great formula and I have been very happy with their results and efforts on my behalf.

Michael

We experienced the value of OCM as we sought professional financial advice as we approached retirement 8 years ago. Since then we have continued to receive sound advice tailored to our personal needs and we have always felt the door to access OCM’s professional team open whenever we need it.

Steven & Veronica