As part of our on-going strive for perfection we often ask clients, partners and introducers for feedback and to detail their experiences in dealing with OCM. We have shared these with you and continue to add to them as we continue to grow, noting we do limit the amount stored for relevance and to ensure they remain current.
“I was referred to Jason at the time he was establishing OCM, in 2004 so have been a client for many years. The help, advice and support from Jason and his team since then has been outstanding. When contacting OCM, I am always recognised and treated like an old friend. 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
“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
“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