It’s in line with our goal of being one of the best wealth management firms in the business. In 2021 we won two individual accolades at the City of London Wealth Management Awards. Frances Noons won an award for Outstanding Individual Achievement, and Jason won the award for CEO of the year. To receive two awards at such a prestigious event was a great honour, and is testament to the level of professionalism seen at OCM.
We then went onto win a further 2 individual awards at the COLWMA 2022, where Jason was awarded the Outstanding Lifetime Achievement award, and India Riley received the Female Wealth Manager of the year award.
Georgine Stone and Charlie Lodge were also shortlisted for Women in Finance awards in 2022.
In 2021, it was also a huge accolade to be listed in the Financial Times Top 20 Financial advisers, decided by an independent board, based, based on research of the whole of the UK. We’ve also been listed in the New Model Adviser Top 100 Financial Planning firms in the country, for the sixth year running.
Of course, it’s always nice to win awards but we place particular value on being recognised by the rest of the profession for our capability and expertise. It makes all the hard work worthwhile.