Louise McWeeney, Compliance & Customer Services Director of OCM Wealth Management, is qualified to Diploma PFS level and has one more exam to take to achieve Chartered status, which is one of her goals for 2014. Louise’s role at the firm is primarily overseeing the operational integration of a DFM and its clients and also to oversee compliance and systems and processes within the firm, training and development of the OCM team and to ensure all runs smoothly and that clients are always kept at the centre of everything that we do.
With over 17 years experience in the Financial Services industry, Louise spent the first 10 years as a Financial Adviser with TSB, Standard Life and latterly Bank of Scotland Investment Service, which gave her a valuable client focused perspective when moving into the support side of the industry in 2007. Louise then worked as an Assistant Manager in Financial Planning at Grant Thornton before moving to OCM Wealth Management in January 2010.
Louise is Married with two cats!