As both a Chartered Financial Planning Firm, a Discretionary Asset Manager and Tax planning specialist we combine the three skills to ensure a seamless delivery of all services to our clients.


What our clients want to achieve is often deeply personal but always fiercely unique.

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the Team

Experience counts. But it’s the sum of the parts that achieves the best result.

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We’re delighted to have won a number of prestigious awards over the years.

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Financial Planners

At OCM we have been recognised as a Chartered Firm since 2010 and all our Senior Wealth Managers are Chartered Individually.

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Our Services
Power of 3

At OCM we have been recognised as Chartered Financial  under the Chartered Insurance Institute (CII)  since 2010.

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Contact Us

Speak to one of our highly trained Wealth Managers or Investment Managers

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