Shaping Your Future, Together
This is a recognition provided to only a small number of firms that are at the forefront of our profession. Achieving Chartered status means that we have met the highest standards for technical competence in the advice we provide to clients. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.
Discover Solutions That Fit
Find Your Service
Asset Management
By choosing OCM ASSET MANAGEMENT as your investment partner, you entrust us with the important task of ensuring that all clients achieve their outcomes and financial goals.
- Two Volatility Managed portfolios
- ESG Volatility Managed and Long hold portfolios
- Low-Cost Volatility Managed and Long hold portfolios
Employee Benefits
Whether it’s pensions, healthcare, life insurance, or flexible perks, OCM Employee Benefits helps you create a package that inspires, protects, and rewards.
- Assess your current benefits to spot gaps, overlaps, and opportunities.
- Uncover cost savings without compromising quality.
- Source competitive quotes from top providers.
Family Office
The Family Office team are proud to have built a reputation within the industry as being one that has a core competency at dealing with the needs and aspirations of wealthy families.
- 100% Money Market Model
- The aim is to keep OCF of model below 0.3% per annum
- Outcome Delivery and Full Market Volatility
Financial Services
We continue to source the most tax efficient and cost-effective wealth management solutions for both individuals and corporate clients.
- The client’s desired outcome.
- Our view of the market against perceived capital at risk.
- A house view on volatility and short-to-medium term momentum
Wealth Management
The aim of wealth management is simple: if you are not yet financially independent, the goal is to create a clear strategy to help you achieve it.
- Pensions both individual and corporate
- Strategy development and evolution
- Income Tax and Capital Gains Tax reduction Planning
The Power of 3
Our Clients. Get Results.
The Power of 3 runs through the core of OCM as we have three professional disciplines brought together allowing us to deliver such a powerful client focused proposition.
Chartered Financial Planners
Our Outcome Based Investing aims to deliver client through dynamic management.
Taxation & Accounting
Chartered professionalism dates back to shortly after the Norman invasion in 1066.
Discretionary Asset Managers
Chartered professionalism dates back to shortly after the Norman invasion in 1066.
About OCM
We combine Chartered Financial Planning, Discretionary Asset Management, and Tax Planning to deliver seamless, all-in-one solutions for our clients.
Financial Planners
OCM work with you to help your dreams become a reality. At OCM Wealth Management, we act on your behalf throughout the process of arranging or re-brokering your mortgage.
Meet the Team
Experience matters, but true success comes from the collective strength of every part working together, the sum creating a result greater than any individual contribution.
Our Awards
We’re proud to have received numerous prestigious awards over the years, recognising our commitment to excellence and the results we achieve for our clients.
”In concentrating on the “Outcome”, this focus provides a discipline that drives our research and understanding of the markets, and constantly reinforces what we are doing and why. This discipline stops us trying to beat the market and keeps the client truly at the centre of everything we do.
Jason Stather-LodgeCEO and CIO & Founder - OCM
OCM Overview
Capability to Achieve
What our clients want to achieve is often deeply personal but always fiercely unique. What they’re looking for is someone who can help them to aim high and achieve more. Since 2004, we have been that partner to many high net worth and ultra high net worth individuals.
We pride ourselves on these principles:
-
Client Focus – Exceptional service with clear, tailored strategies.
-
Independence – Unbiased advice and strong performance.
-
Transparency – Fair, competitive fees and open communication.
Let’s Talk Strategy, Not
Just Products
Ready to start a conversation?
We look forward to speaking with you.
