30 minutes · no obligation
Discovery Call
A relaxed first conversation, on your agenda. We’ll tell you honestly whether we can help. Nothing to prepare.
Welcome to OCM Wealth Management
Clear Advice. Personal Service.
Wealth Management Built on Long-Term Relationships.
Who We Serve
You’ve worked hard for this
Planning retirement, managing a sale or an inheritance, or making sure the next generation is looked after. We build the plan around your life, not around a product.
Your business and your money are tangled together
Extracting profit efficiently, planning an exit, protecting against key person risk. We join up the corporate and the personal so they stop pulling against each other.
You’re responsible for someone else’s money
Governance, reporting and investment discipline that stands up to scrutiny, so you can meet your duties with confidence.
Your wealth is significant and complicated
Investment, tax, succession and the practical realities of wealth across generations, coordinated by one dedicated team.
One team. Every stage of your financial life.
Structured, expert led advice for building, preserving and transitioning wealth matched to where you are today.
What working with us actually looks like.
No surprises, no pressure here’s the whole path before you commit to anything.
the full picture
Understanding You
Your finances, your family, and what you actually want your money to do. The part most firms rush and we don’t.
built around you
Your Written Strategy
A clear, plain English plan every recommendation explained, with the reasoning behind it.
all in one place
Putting It to Work
Planning, investment and tax, executed together by one team rather than three that never speak.
the long game
Staying on Track
Regular reporting and structured reviews keep the plan aligned with your life as it changes.
Plenty of firms say “independent” and “experienced.” Fewer can tell you what they believe and why it’s different. Here’s where we stand.
Why OCM, and not the firm down the road.
What we believe
Invest for the long term, not the headline. Evidence based, globally diversified, built around your appetite for risk.
How we decide
Our in-house Investment Committee makes the calls through a disciplined, centralised research process never outsourced.
What’s different
The Power of 3: independent advice, in-house discretionary management, and proactive tax planning, delivered as one.
What it means for you
One team that sees everything. A plan where planning, investment and tax all pull the same way yours.
Our Founder
I started OCM in 2004 because I’d watched too many people be sold advice instead of given it. So we built something different bringing together independent advice, proactive investment management and tax planning under one roof, working as one.
Twenty plus years on, the relationships we’ve made and the families’ dreams realised are still what we are proudest of.
Jason Stather-Lodge
Founder, CEO & Chief Investment Officer
Chartered & Certified Financial Planner · 30+ years' experience
In our clients’ words.
“Clear advice excellent investment returns”
“With his personal expertise.”
“Jason has provided excellent advice and support on family wealth planning, inheritance planning, pensions and investments for a number of years.”
“Jason had provided solid advice to help in the long term retirement planning.”
"Jason visited my home & after a lengthy discussion advised I reject the offer & seek a transfer valuation later in the year."
“Financial planning and inheritance taking care of whole family and has our best interests at the core of all decisions.”
“Jason helped to both devise a plan and then implement it. He provided regular reviews to check things were on track and make changes as necessary to change sin my circumstances.”
“Enormously. I greatly trust his advise.”
“Jason has informed himself about our Charity and he has built up a healthy investment portfolio for us.
“Jason has been a trusted adviser who has provided valuable financial advice, pension support, and inheritance planning guidance. Highly professional and a pleasure to work with.”
“We have face to face meetings with Jason on a regular basis. He explains and provides updates on our financial situation and he answers all our queries clearly and precisely.”
“Working with Jason through my defined benefit pension transfer has been an excellent experience from start to finish.”
"Jason has recommended the best way to invest. We have clear and regular updates - a monthly market commentary and at least quarterly face to face meetings."
“Clear advice excellent investment returns”
“With his personal expertise.”
“Jason has provided excellent advice and support on family wealth planning, inheritance planning, pensions and investments for a number of years.”
“Jason had provided solid advice to help in the long term retirement planning.”
"Jason visited my home & after a lengthy discussion advised I reject the offer & seek a transfer valuation later in the year."
“Financial planning and inheritance taking care of whole family and has our best interests at the core of all decisions.”
“Jason helped to both devise a plan and then implement it. He provided regular reviews to check things were on track and make changes as necessary to change sin my circumstances.”
“Enormously. I greatly trust his advise.”
“Jason has informed himself about our Charity and he has built up a healthy investment portfolio for us.
“Jason has been a trusted adviser who has provided valuable financial advice, pension support, and inheritance planning guidance. Highly professional and a pleasure to work with.”
“We have face to face meetings with Jason on a regular basis. He explains and provides updates on our financial situation and he answers all our queries clearly and precisely.”
“Working with Jason through my defined benefit pension transfer has been an excellent experience from start to finish.”
"Jason has recommended the best way to invest. We have clear and regular updates - a monthly market commentary and at least quarterly face to face meetings."
“Clear advice excellent investment returns”
“With his personal expertise.”
“Jason has provided excellent advice and support on family wealth planning, inheritance planning, pensions and investments for a number of years.”
“Jason had provided solid advice to help in the long term retirement planning.”
"Jason visited my home & after a lengthy discussion advised I reject the offer & seek a transfer valuation later in the year."
“Financial planning and inheritance taking care of whole family and has our best interests at the core of all decisions.”
“Jason helped to both devise a plan and then implement it. He provided regular reviews to check things were on track and make changes as necessary to change sin my circumstances.”
“Enormously. I greatly trust his advise.”
“Jason has informed himself about our Charity and he has built up a healthy investment portfolio for us.
“Jason has been a trusted adviser who has provided valuable financial advice, pension support, and inheritance planning guidance. Highly professional and a pleasure to work with.”
“We have face to face meetings with Jason on a regular basis. He explains and provides updates on our financial situation and he answers all our queries clearly and precisely.”
“Working with Jason through my defined benefit pension transfer has been an excellent experience from start to finish.”
"Jason has recommended the best way to invest. We have clear and regular updates - a monthly market commentary and at least quarterly face to face meetings."
“Clear advice excellent investment returns”
“With his personal expertise.”
“Jason has provided excellent advice and support on family wealth planning, inheritance planning, pensions and investments for a number of years.”
“Jason had provided solid advice to help in the long term retirement planning.”
"Jason visited my home & after a lengthy discussion advised I reject the offer & seek a transfer valuation later in the year."
“Financial planning and inheritance taking care of whole family and has our best interests at the core of all decisions.”
“Jason helped to both devise a plan and then implement it. He provided regular reviews to check things were on track and make changes as necessary to change sin my circumstances.”
“Enormously. I greatly trust his advise.”
“Jason has informed himself about our Charity and he has built up a healthy investment portfolio for us.
“Jason has been a trusted adviser who has provided valuable financial advice, pension support, and inheritance planning guidance. Highly professional and a pleasure to work with.”
“We have face to face meetings with Jason on a regular basis. He explains and provides updates on our financial situation and he answers all our queries clearly and precisely.”
“Working with Jason through my defined benefit pension transfer has been an excellent experience from start to finish.”
"Jason has recommended the best way to invest. We have clear and regular updates - a monthly market commentary and at least quarterly face to face meetings."
“Clear advice excellent investment returns”
“With his personal expertise.”
“Jason has provided excellent advice and support on family wealth planning, inheritance planning, pensions and investments for a number of years.”
“Jason had provided solid advice to help in the long term retirement planning.”
"Jason visited my home & after a lengthy discussion advised I reject the offer & seek a transfer valuation later in the year."
“Financial planning and inheritance taking care of whole family and has our best interests at the core of all decisions.”
“Jason helped to both devise a plan and then implement it. He provided regular reviews to check things were on track and make changes as necessary to change sin my circumstances.”
“Enormously. I greatly trust his advise.”
“Jason has informed himself about our Charity and he has built up a healthy investment portfolio for us.
“Jason has been a trusted adviser who has provided valuable financial advice, pension support, and inheritance planning guidance. Highly professional and a pleasure to work with.”
“We have face to face meetings with Jason on a regular basis. He explains and provides updates on our financial situation and he answers all our queries clearly and precisely.”
“Working with Jason through my defined benefit pension transfer has been an excellent experience from start to finish.”
"Jason has recommended the best way to invest. We have clear and regular updates - a monthly market commentary and at least quarterly face to face meetings."
“Clear advice excellent investment returns”
“With his personal expertise.”
“Jason has provided excellent advice and support on family wealth planning, inheritance planning, pensions and investments for a number of years.”
“Jason had provided solid advice to help in the long term retirement planning.”
"Jason visited my home & after a lengthy discussion advised I reject the offer & seek a transfer valuation later in the year."
“Financial planning and inheritance taking care of whole family and has our best interests at the core of all decisions.”
“Jason helped to both devise a plan and then implement it. He provided regular reviews to check things were on track and make changes as necessary to change sin my circumstances.”
“Enormously. I greatly trust his advise.”
“Jason has informed himself about our Charity and he has built up a healthy investment portfolio for us.
“Jason has been a trusted adviser who has provided valuable financial advice, pension support, and inheritance planning guidance. Highly professional and a pleasure to work with.”
“We have face to face meetings with Jason on a regular basis. He explains and provides updates on our financial situation and he answers all our queries clearly and precisely.”
“Working with Jason through my defined benefit pension transfer has been an excellent experience from start to finish.”
"Jason has recommended the best way to invest. We have clear and regular updates - a monthly market commentary and at least quarterly face to face meetings."
£800m+
Advised on behalf of our clients
22+
Independent since 2004
40+
Advisers & coaches, one team
Chartered
CII Chartered firm status
99%
Clients stay with us, year on year
The questions worth asking.
Anything else? A 30 minute discovery call is the quickest way to get straight answers.
How much do I need to invest to work with OCM?
It depends on your situation. As a guide: our Financial Services team works with clients below £250k, Wealth Management covers £250k – £3m, and our Family Office is designed for families with £3m and above. Not sure where you fit? A short call will point you to the right place.
How are your fees structured?
We’re transparent on cost. Fees are agreed and explained clearly before any chargeable work begins and agreed with you in writing, so you always know what you’re paying, when and why.
The initial fees OCM charges are 1% or less and we cap initial fees for clients and will depend on the amount being invested. We often spread that charge so it is taken from growth and not capital. .
The ongoing fees OCM charge our clients range from 0.95% per annum (for clients with AUM below £2.5m to 0.5% per annum for clients with more than £10m of AUM. For larger family office clients we offer bespoke terms based on the services being delivered and breadth of advice being given.
Because we’re independent, our advice isn’t influenced by commission.
What happens in a first meeting?
An informal 30 minute conversation, no obligation, with you setting the agenda. We listen, answer your questions, and give you an honest view of whether and how we can help. No pressure to proceed.
Are you genuinely independent?
Yes. We give independent financial advice, not tied to any provider’s products and recommend what’s right for you across the whole market.
How is my money protected?
OCM Wealth Management is authorised and regulated by the FCA (Registration No. 418826). Investments are held with [a regulated third-party custodian that we will recommend based on the needs of our clients from our panel, and eligible clients are covered by the Financial Services Compensation Scheme (FSCS).
What is your investment philosophy?
Long-term, evidence based, diversified and risk managed with six different solutions that provide clients with choice and diversification of strategy. Decisions as regards to the geographic asset allocation are made by our in-house Investment Committee through a disciplined research process, so the people managing your money sit in the same firm as your adviser.
Can I leave if I’m not happy with the service?
Yes. We earn the relationship every year and don’t lock you in. If the service isn’t right for you, we’ll make moving on straightforward. There are no exit penalties and no restrictions, we keep our clients because they value what we do.
How often will I hear from my adviser?
You’ll have structured reviews and regular reporting as standard, plus a named team you can reach whenever something changes in your life. The periodicity of reviews depends on which area of the business looks after you. For Family office clients it is multiple times a month and for Financial services it is annually. Every service is delivered based upon the client’s needs and objectives.
