Meet the Team
Jason Stather-Lodge is the founder, CEO and Chief Investment Officer of OCM Wealth Management, and is a qualified Chartered and Certified Financial Planner, Investment Manager and Tax Specialist. He first started the business in 2004 and has workd tiressely over the past years to create what OCM has become today.
With over 25 years’ experience in asset and wealth management, he is widely recognised as one of the UK’s leading Investment Managers. Furthermore Jason has developed OCM’s ground breaking approach – Outcome Based Investing (OBI). OBI delivers impressive yet reliable investment outcomes for clients by reducing risk and unpredictability. OCM Wealth Management offers the reassurance of being an independent provider to individual, corporate and discretionary fund management clients.
Jason is married with two daughters, one of whom has now joined him in OCM. When he gets time away from the office, Jason is an avid supporter of Northampton Saints, and tries to make every home game. As well as this, he loves a DIY project, and is currently working on landscaping his garden.
Maggie Stather-Lodge is Operations Director at OCM Wealth Management and has been with the firm since helping her husband set it up in 2004. Maggie has a BA in Business Studies, as well as a Qualified Teacher Status and Postgraduate Certificate in Management.
She originally worked part time at OCM, balancing her career as a Business Studies teacher for GCSE and A Level students at Lodge Park Technology College. However in 2005 she joined OCM full time in order to concentrate on the business. Maggie currently oversees the Accounts, Marketing and Human Resource functions within OCM Wealth Management.
Maggie is married with two grown up daughters. Away from work she enjoys spending time with family and friends and has recently started to learn to play golf. She also has a multitude of pets and enjoys taking the dogs on long walks in the countryside.
Richard has been a client of OCM since its earliest days and joined the Board in January 2013. He is a senior executive with over 30 years’ experience in international business.
Richard holds a Masters in Business Administration from London Business School and is a Fellow of the Chartered Institute of Marketing as well as being a Chartered Marketer. He provides guidance on strategy and risk management together with ensuring quality control through process adherence and brings his broad business experience to the Investment Committee.
He is married with two daughters.
Aleema joined OCM in 2021 as an Account Manager.
She has previous experience working in a Law firm as an Accounts Assistant and recently completed an apprenticeship in Business Administration. Aleema is new to the world of finance and is keen to broaden her knowledge and is excited to challenge herself.
Aleema is looking forward to furthering her career with OCM, alongside gaining qualifications to help support her role here.
When Aleema is not in the office she enjoys travelling to new places and sightseeing. She loves going for long walks, socialising with her friends and trying different foods in new restaurants!
She has previous experience working in a Law firm as an Accounts Assistant and recently completed an apprenticeship in Business Administration. Aleema is new to the world of finance and is keen to broaden her knowledge and is excited to challenge herself.
Aleema is looking forward to furthering her career with OCM, alongside gaining qualifications to help support her role here.
When Aleema is not in the office she enjoys travelling to new places and sightseeing. She loves going for long walks, socialising with her friends and trying different foods in new restaurants!
Anil joined OCM in May 2018 to head up the Asset department. His role consists of keeping the Asset department ticking along and operating to the highest accuracy.
Anil has been working with financial services for over 10 years. He started off working as a banking adviser for Lloyds Bank, he then moved into Wealth Management and has worked for a number of Wealth Management companies which have contributed to his knowledge and experience.
The most enjoyable part of the role for Anil is rebalancing client accounts. Taking an active approach to investments is what attracted Anil to OCM.
Outside of work Anil likes to try out new restaurants and cuisines, as well as spending time with his family and friends.
Alex joined OCM originally in 2018 and has had several roles across the company but is now currently occupying an account manager position. On a day-to-day basis Alex is responsible for offering administrative support for the wealth managers and paraplanners.
Outside of working in financial services, Alex has enjoyed a 12-year professional rugby career and is currently still playing semi-professionally. In his free time when he is not studying towards his degree, Alex can be found in local coffee shops, going to the gym or spending time with friends and family.
Caroline started working in Financial Services almost 20 years ago, when she went to work for an IFA as a PA; within six months she had learnt how to write compliant reports and she obtained Competent Adviser Status for the adviser she worked for. Her role continued to develop, and she became a Client Account Manager, where she received her Certificate in Financial Planning (CertPFS) and was authorised by the FCA to advise. Since then she has worked predominantly in a technical support role, preparing reports and completing research.
Much of the work Caroline does involves pension transfers and Inheritance Tax Planning. It is important that the solutions recommended are right for the clients and that the financial plans are put in place to enable them to achieve their goals and objectives. Caroline says that joining OCM has allowed her to be part of a great team who all work tirelessly to ensure that the client is at the center of all that they do.
Caroline is married with two boys, who eat her out of house and home! She is kept busy with the menagerie of pets she has, including three Springer Spaniels and three ferrets. In her spare time, Caroline enjoys walking the dogs, watching Rugby and Moto GP.
Carolyn started working for Sun Life in January 1990. She left when her youngest daughter was born at the end of 1992 and spent a few years away from the industry. Carolyn began work in an IFA in 1998 and then moved to another firm in 1999, where she met her husband and spent a subsequent 18.5 years. Carolyn then went on to join OCM in January 2018.
Carolyn now has 3 grown up daughters, and 5 grandchildren! Her and her husband Tony live in the countryside with their beloved pets. They both love to spend time outdoors, either taking the dogs on long walks or cycling. Carolyn is also an avid gardener and loves to spend time looking after her plants. In the evenings she loves entertaining friends in her home, or joining them at the local pub!
Chris joined OCM at the beginning of October 2018 and is an Account Manager for the administration team, providing support to both the IFA’s and Paraplanners.
Chris has qualifications in Administration and wanted to challenge himself within a financial services environment which he is thoroughly enjoying at OCM.
Chris has qualifications in Administration and wanted to challenge himself within a financial services environment which he is thoroughly enjoying at OCM.
His hobbies outside of work include fitness training, enjoys socialising with friends and cooking.
Charlie first joined the OCM team in 2015 when she undertook work experience, however she was immersed in the world of finance at a young age, being Jason and Maggie’s daughter. Understandably her interest in finance began to flourish as she got older, and she began working at OCM in 2018, alongside reading a degree at the University of Bristol.
She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!
She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!
Edward completed an undergraduate degree in Business Management as well as a Masters (MSc) in Finance and Investment Banking. After coaching tennis in New Jersey, USA for two years Edward knew his long-term career goals remained in Finance and joined OCM in 2022 as an Associate Global Macroeconomic Analyst.
Outside of work Edward remains an avid tennis player and football fan. Away from sports he enjoys travelling and makes sure to return to Florida every year to enjoy some sun.
Outside of work Edward remains an avid tennis player and football fan. Away from sports he enjoys travelling and makes sure to return to Florida every year to enjoy some sun.
Ellie joined OCM in October 2021 after finishing her A-levels. She knew she wanted to go into the finance industry from school, decided to do an apprenticeship and applied for the position at OCM.
Ellie used to work providing administrative support to multiple Advisers, however since April 2022, she has moved over to the accounts team where she loves working closely with Victoria and Yvonne learning something new every day. Ellie is working her way through exams with AAT, and has passed her Level 2 Bookkeeping exam and is now working her way towards Level 3 Diploma in Accounting.
Outside of work Ellie likes to spend time with family, as well as going out shopping and for drinks with her friends
Georgina began her career in financial services in 2015 after graduating with a BA (Hons) in Business Management and Finance and a Masters (MSc) in Finance and Investments, achieving First class grades in both qualifications. Prior to joining OCM, she held previous roles at Raymond James as an Investment Analyst, and as a Commercial Analyst at Homebase where she was involved in the Hilco takeover in June 2018. Georgina holds the CISI’s Level 4 Investment Advice Diploma and Investment Management Certificate alongside the CII’s Diploma in Financial Planning. She is currently working towards the Chartered Financial Analyst (CFA) designation.
In her role as Deputy Chief Investment Officer, Georgina manages the Asset Management department in the day to day running of client portfolios and plays a key role in the Investment Committee in the management of our discretionary portfolios.
In her free time, you’ll find Georgina baking up a storm at her home in Rugby or taking in a good crime documentary.
Harry recently concluded a four year Accounting & Finance degree at Nottingham Trent University including a year in industry placement at Experian Data Quality in London. Most of his academic study has led him towards a career in Finance and his industrial placement allowed him to experience numerous areas of the sales and business operations workflows of an internationally focused FTSE 100 organisation.
As a graduate, Harry is looking forward to gaining experience across OCM business streams and developing skills gained in industry and academia in order to add value in a client-facing environment.
He is particularly looking forward to the opportunity of combining his financial planning and tax management learning with account management, as well as having direct contact with clients.
Having lived in a number of countries during his formative years, Harry enjoys traveling and experiencing different cultures and foods. At home, he is a keen golfer and skier and spend much of the rest of his time with my girlfriend at the cinema or relaxing with old school and university friends.
Hugo joined OCM in the summer of 2023 as a part of his degree in Finance & Accounting at Nottingham Trent University. He spends his day-to-day providing support to wealth managers, as well as increasing his knowledge of the sector. Hugo is looking to learn from us in order to better his degree, alongside getting a great insight into working life.
Outside of work, Hugo enjoys playing golf and traveling around the country to visit his friends at university.
Outside of work, Hugo enjoys playing golf and traveling around the country to visit his friends at university.
Since starting as an Apprentice in 2012, India has worked her way up through different roles in the industry to her current Senior Wealth Manager position. She looks after high net worth clients, guiding them through their financial journey from life insurance to retirement and inheritance tax planning.
She lives in Northamptonshire with her husband, Adam, and dog, Steve, and enjoys countryside walks (especially when they include stopping at the pubs!).
After completing a BTEC National Diploma in Business & Finance, Jennifer joined an Accountancy firm in London, where she progressed to a Financial Services Administrator and her interest in the Financial Services industry grew from there.
Jennifer’s subsequent roles have developed her knowledge and experience. Prior to joining OCM, Jennifer spent several years working for national employee benefits firms, dealing with group pensions, death in service schemes and employee benefit schemes. Now at OCM Jennifer has developed her knowledge and experience further within the Wealth Management part of the industry.
Jennifer currently works alongside the Wealth Managers, providing day to day administration support to them and our clients, ensuring a high standard is always maintained.
Being client focused is an important part of Jennifer’s role, along with ensuring that the Wealth Managers can carry out their roles for our clients in an effective and productive manner.
Jennifer enjoys spending time with her family and friends. She also enjoys gardening and the occasional experimenting with cooking.
Jennifer is also a keen Rugby supporter and cheers on the Northampton Saints at every home game and the occasional away game.
Jessica started as an Account Manager at OCM in February 2022 and is enjoying being a part of the team. She began her career in financial services as an apprentice at a Wealth Management firm specialising in Mortgage Broking. Following completion of the apprenticeships, she found herself passionate about progressing within the Mortgage and Protection sector. Jessica is now a qualified Mortgage Adviser after gaining her Certificate in Mortgage Advice and Practice (CeMAP) in 2021 and is looking forward to gaining experience and further qualifications in all areas of Wealth Management.
Outside of work, Jessica enjoys travelling to visit friends and family across the coast in Dorset and Brighton. She is also particularly partial to a shopping trip or three and has a love for cooking
Joseph recently completed an BA (Hons) in Accounting & Finance and joined OCM as a graduate trainee. He is currently in the Asset Management division and is enjoying learning about the global markets and portfolio management.
Upon completing his degree in Accountancy, Joseph found himself gravitating towards the exciting world of capital markets and aspires to be an ESG portfolio analyst in the future to encourage ethical investing.
Outside of work Joseph is a football fan and enjoys learning languages. He can also often be seen giving his colleagues cooking advice.
Upon completing his degree in Accountancy, Joseph found himself gravitating towards the exciting world of capital markets and aspires to be an ESG portfolio analyst in the future to encourage ethical investing.
Outside of work Joseph is a football fan and enjoys learning languages. He can also often be seen giving his colleagues cooking advice.
Kim has recently joined OCM as an Account Manager, having had previous experience as an Operational Team Manger in various industries such as a Building Society, Contact Centre and Plumbing Merchants working closely with not only Customers but also internally lead on recruitment and training campaigns.
Her role involves supporting our Financial Advisors and providing a level of customer service
Her role involves supporting our Financial Advisors and providing a level of customer service
Kim is a keen campanologist and enjoys travelling the world.
Leigh has recently joined OCM as Administration Manager. Leigh has nine years of experience in the financial services sector, her previous position was Client Account Manager, working closely with the MD and clients, providing a high level and first-class customer service support.
Leigh is now looking to expand her experience and knowledge further in a completely new role, capacity, and challenge with OCM.
In her spare time, she love spending time with her husband and family. Leigh enjoys keeping fit and going to the gym, Fitness Pilates, walking and cycling. She loves travelling to new places and building new memories.
Leigh is now looking to expand her experience and knowledge further in a completely new role, capacity, and challenge with OCM.
In her spare time, she love spending time with her husband and family. Leigh enjoys keeping fit and going to the gym, Fitness Pilates, walking and cycling. She loves travelling to new places and building new memories.
Lewis completed an undergraduate degree in Economics from Missouri State University in the USA in 2023. He attended university in America for 4 years before returning home to England and joining the OCM team as a graduate in July 2023. He is currently part of the wealth team and is enjoying his time learning about the industry and the different roles involved. Lewis is about to start taking the first of many Financial Planning exams so also spends his free time studying for those.
Outside of work, Lewis plays football for Bedford Town FC. He also enjoys travelling to see his friends from around the world, and spending time with family at home.
Michael is a Banking and Financial Planning graduate who joined OCM in August 2021. He graduated in 2020 and began working in the Banking sector to gain some experience inside the financial industry. While working he started to complete his exams in Financial Planning and he is looking forward to carrying on gaining more qualifications.
Michael is currently in the Wealth team and is excited to learn and improve his financial knowledge and skills. In Michaels free time he enjoys going to the gym, spending time with family and friends, helping out with his local church and travelling.
Michael is currently in the Wealth team and is excited to learn and improve his financial knowledge and skills. In Michaels free time he enjoys going to the gym, spending time with family and friends, helping out with his local church and travelling.
Naomi joined OCM in 2019 as an Account Manager. Naomi has developed lots of knowledge and experience since joining OCM 4 years ago. She is looking forward to taking her exams and progressing further in the company and is excited to see where the Financial industry can take her in her career in the future.
Naomi has a strong relationship with clients and enjoys having conversations with them over the phone.
Outside of work, she enjoys spending time with her family and occasionally loves a hot pod yoga session!
Peter has worked in Banking and Finance for over 30 years since leaving school. He became a Wealth Manager in 1998 as he wanted to be able to help people with their finances to be able to build their wealth and reduce the taxes they were paying. Peter has clients that he has helped since he started as a Wealth Manager and would class many of his clients as friends as well as clients.
Peter enjoys his sporting hobbies include Lawn Bowls during the summer and has recently restarted to play Golf. Outside of sport, Peter enjoys walking his 7-year-old Cocker Spaniel, Merlin, through the fields or along the beaches in Norfolk. He also enjoys a night at the theatre watching a musical.
Peter’s friends would say that he is dependable, reliable, and punctual. He would drop everything to help in an emergency and that his front door is always open for visitors. They would also say that he makes the best Yorkshire Puddings, as they always rise!
Pete graduated with a BSc (Hons) in Computer Science and joined OCM in 2021 as an account manager in the asset management division after wanting a career change. Being interested in investment and capital management, he is excited to learn more about the industry and gain more qualifications whilst applying the skills he has gained from his degree into financial services.
With previous experience in customer service, Pete believes in the importance of putting the needs of our clients first and ensuring that they are the forefront of what we do.
Outside of work, Pete will be out on the golf course, spending time with family and friends or testing out new recipes.
Ravenna joined OCM in 2023 as an Account Manager. Her role includes supporting our Financial Advisors to make sure everything runs smoothly.
She has previous experience of working as an IFA Administrator, however she is still relatively new to the Financial Sector therefore is keen to expand her knowledge and is looking forward to gaining qualifications to accommodate this.
She has previous experience of working as an IFA Administrator, however she is still relatively new to the Financial Sector therefore is keen to expand her knowledge and is looking forward to gaining qualifications to accommodate this.
Outside of work, Ravenna enjoys spending time with her partner & cat, Zola, shopping and travelling.
Steph joined the team at OCM with little experience in Financial Services. Her role as an Account Manager involves supporting our Financial Advisers and providing the highest level of administration to our clients. After sparking an interest in a previous role, she is eager to develop her knowledge of the finance industry.
In her spare time, Steph is an avid artist and enjoys spending time outdoors with family and friends.
Victoria joined OCM in April 2019 as a bookkeeper, but in September 2019 she took on more responsibility and now also prepares all of the client tax returns and small business accounts, as well as dealing with all of the client tax queries. Victoria first went into accountancy in 2011 after working in IT for 11 years, but changed industry as she found it easier to fit around her growing family, and she then went on to get her accounting qualifications alongside working in a small firm. Victoria has recently completed her ATT qualification and is now continuing her studies to become a Chartered Tax Advisor
Outside of work, Victoria loves to spend as much time with her family as possible, whether on holiday or just days out. She enjoys socialising with her friends and she loves to bake and cook when she has time, as well as going to the cinema and theatre.
Yvonne joined the OCM team as Finance Manager in December 2019. Having started out her career in accountancy, a relocation from Scotland and starting a family resulted in a career break, working in various positions including HR and administration, to fit round her family life. However, the desire to get back into accounting and pick up on her studies was always there. In 2016 Yvonne found herself in a role within a small firm who were keen to support her journey and so she recommenced her studies. In 2018, the company she was with was acquired by a large corporate, multinational company who operated a centralised accounting function, so after a year of assisting with the merger Yvonne found herself looking for a new opportunity and challenge within a company where she could continue to develop her skills and be supported on her journey and found OCM to be the perfect fit. Yvonne is now an ACCA member, having successfully completed the ACCA qualification.
Outside of work, Yvonne enjoys spending time with her family, cooking, holidaying abroad, going to the cinema and attending live music events.
Jason Stather-Lodge is the founder, CEO and Chief Investment Officer of OCM Wealth Management, and is a qualified Chartered and Certified Financial Planner, Investment Manager and Tax Specialist. He first started the business in 2004 and has workd tiressely over the past years to create what OCM has become today.
With over 25 years’ experience in asset and wealth management, he is widely recognised as one of the UK’s leading Investment Managers. Furthermore Jason has developed OCM’s ground breaking approach – Outcome Based Investing (OBI). OBI delivers impressive yet reliable investment outcomes for clients by reducing risk and unpredictability. OCM Wealth Management offers the reassurance of being an independent provider to individual, corporate and discretionary fund management clients.
Jason is married with two daughters, one of whom has now joined him in OCM. When he gets time away from the office, Jason is an avid supporter of Northampton Saints, and tries to make every home game. As well as this, he loves a DIY project, and is currently working on landscaping his garden.
Maggie Stather-Lodge is Operations Director at OCM Wealth Management and has been with the firm since helping her husband set it up in 2004. Maggie has a BA in Business Studies, as well as a Qualified Teacher Status and Postgraduate Certificate in Management.
She originally worked part time at OCM, balancing her career as a Business Studies teacher for GCSE and A Level students at Lodge Park Technology College. However in 2005 she joined OCM full time in order to concentrate on the business. Maggie currently oversees the Accounts, Marketing and Human Resource functions within OCM Wealth Management.
Maggie is married with two daughters, who are growing up far too fast! When she is away from the office she enjoys going out with her friends, as well as exploring new cultures and cities with her family. She also has a multitude of pets, and enjoys taking the dogs on long walks in the countryside.
Richard has been a client of OCM since its earliest days and joined the Board in January 2013. He is a senior executive with over 30 years’ experience in international business.
Richard holds a Masters in Business Administration from London Business School and is a Fellow of the Chartered Institute of Marketing as well as being a Chartered Marketer. He provides guidance on strategy and risk management together with ensuring quality control through process adherence and brings his broad business experience to the Investment Committee.
He is married with two daughters.
Jason Stather-Lodge is the founder, CEO and Chief Investment Officer of OCM Wealth Management, and is a qualified Chartered and Certified Financial Planner, Investment Manager and Tax Specialist. He first started the business in 2004 and has workd tiressely over the past years to create what OCM has become today.
With over 25 years’ experience in asset and wealth management, he is widely recognised as one of the UK’s leading Investment Managers. Furthermore Jason has developed OCM’s ground breaking approach – Outcome Based Investing (OBI). OBI delivers impressive yet reliable investment outcomes for clients by reducing risk and unpredictability. OCM Wealth Management offers the reassurance of being an independent provider to individual, corporate and discretionary fund management clients.
Jason is married with two daughters, one of whom has now joined him in OCM. When he gets time away from the office, Jason is an avid supporter of Northampton Saints, and tries to make every home game. As well as this, he loves a DIY project, and is currently working on landscaping his garden.
Charlie first joined the OCM team in 2015 when she undertook work experience, however she was immersed in the world of finance at a young age, being Jason and Maggie’s daughter. Understandably her interest in finance began to flourish as she got older, and she began working at OCM in 2018, alongside reading a degree at the University of Bristol.
She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!
She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!
Since starting as an Apprentice in 2012, India has worked her way up through different roles in the industry to her current Senior Wealth Manager position. She looks after high net worth clients, guiding them through their financial journey from life insurance to retirement and inheritance tax planning.
She lives in Northamptonshire with her husband, Adam, and dog, Steve, and enjoys countryside walks (especially when they include stopping at the pubs!).
Peter has worked in Banking and Finance for over 30 years since leaving school. He became a Wealth Manager in 1998 as he wanted to be able to help people with their finances to be able to build their wealth and reduce the taxes they were paying. Peter has clients that he has helped since he started as a Wealth Manager and would class many of his clients as friends as well as clients.
Peter enjoys his sporting hobbies include Lawn Bowls during the summer and has recently restarted to play Golf. Outside of sport, Peter enjoys walking his 7-year-old Cocker Spaniel, Merlin, through the fields or along the beaches in Norfolk. He also enjoys a night at the theatre watching a musical.
Peter’s friends would say that he is dependable, reliable, and punctual. He would drop everything to help in an emergency and that his front door is always open for visitors. They would also say that he makes the best Yorkshire Puddings, as they always rise!
Although Harry completed his degree in Accounting & Finance, which included a year in industry at Experian Data Quality in London, the client facing aspect of Wealth Management drew him away from Accounting as his motivation derives from seeing the benefit he has on his clients. However, he has been able to make good use of the financial planning and tax management knowledge acquired through his degree.
Having lived in a number of countries during his formative years, Harry enjoys traveling and experiencing different cultures and foods. When he is not abroad, Harry is a keen golfer and skier, spending the rest of his time watching films or relaxing with old school and university friends.
Even though Harry is a Diploma Qualified Wealth Manager, he has set his eyes on becoming Chartered in the next years or so, which we wish him the best of luck with.
Caroline started working in Financial Services over 15 years ago, when she went to work for an IFA as a PA; within six months she had learnt how to write compliant reports and she obtained Competent Adviser Status for the adviser she worked for. Her role continued to develop, and she became a Client Account Manager, where she received her Certificate in Financial Planning (CertPFS) and was authorised by the FCA to advise. Since then she has worked predominantly in a technical support role, preparing reports and completing research.
Much of the work Caroline does involves pension transfer work and Inheritance Tax Planning. It is important that the solutions recommended are right for the clients and that the financial plans are put in place to enable them to achieve their goals and objectives. Caroline says that joining OCM has allowed her to be part of a great team who all work tirelessly to ensure that the client is at the center of all that they do.
Caroline is married with two boys, who eat her out of house and home! She is kept busy with the menagerie of pets she has, including three dogs, a cat and three ferrets. In her spare time, Caroline enjoys walking the dogs, watching Rugby and Moto GP.
Ellie joined OCM in October 2021 after finishing her A-levels. She knew she wanted to go into the finance industry from school, decided to do an apprenticeship and applied for the position at OCM.
Ellie used to work providing administrative support to multiple Advisers, however since April 2022, she has moved over to the accounts team where she loves working closely with Victoria and Yvonne learning something new every day. Ellie is working her way through exams with AAT, and has passed her Level 2 Bookkeeping exam and is now working her way towards Level 3 Diploma in Accounting.
To broaden Ellie’s knowledge she has now taken on a new roll as Personal Account Manager to Charlie Lodge. She splits her time between the Accounts team and providing close support to Charlie.
Outside of work Ellie likes to spend time with family, as well as going out shopping and for drinks with her friends.
Leigh has recently joined OCM as Administration Manager. Leigh has nine years of experience in the financial services sector, her previous position was Client Account Manager, working closely with the MD and clients, providing a high level and first-class customer service support.
Leigh is now looking to expand her experience and knowledge further in a completely new role, capacity, and challenge with OCM.
In her spare time, she love spending time with her husband and family. Leigh enjoys keeping fit and going to the gym, Fitness Pilates, walking and cycling. She loves travelling to new places and building new memories.
After completing a BTEC National Diploma in Business & Finance, Jennifer joined an Accountancy firm in London, where she progressed to a Financial Services Administrator and her interest in the Financial Services industry grew from there.
Jennifer’s subsequent roles have developed both her knowledge and experience. Prior to joining OCM she spent a number of years working for national employee benefits firms, dealing with group pension and death in service schemes. Now Jennifer is at OCM, she hopes to develop further in the Wealth Management part of the industry, and increase her professional qualifications.
Jennifer currently works alongside the Wealth Managers, providing day to day administration support to both them and the clients.
Being client focused is an important part of her job, along with ensuring and supporting the Wealth Managers carry out their roles for their clients in an effective and productive manner.
Jennifer enjoys spending time with my family and experimenting with cooking. Since moving to Northampton she has also become an avid gardener. As well as this, Jennifer is a keen rugby supporter, cheering on the Northampton Saints at every home game and the occasional away game.
Professional Qualifications
Certificate in Regulated Financial Services Operations
Award in Financial Administration (Life)
Award in Financial Administration (Pensions)
Certificate in Life & Pensions
Chris joined OCM at the beginning of October 2018 and is an Account Manager for the administration team, providing support to both the IFA’s and Paraplanners.
Chris has qualifications in Administration and wanted to challenge himself within a financial services environment which he is thoroughly enjoying at OCM.
Chris has qualifications in Administration and wanted to challenge himself within a financial services environment which he is thoroughly enjoying at OCM.
His hobbies outside of work include fitness training, enjoys socialising with friends and cooking.
Jessica started as an Account Manager at OCM in February 2022 and is enjoying being a part of the team. She began her career in financial services as an apprentice at a Wealth Management firm specialising in Mortgage Broking. Following completion of the apprenticeships, she found herself passionate about progressing within the Mortgage and Protection sector. Jessica is now a qualified Mortgage Adviser after gaining her Certificate in Mortgage Advice and Practice (CeMAP) in 2021 and is looking forward to gaining experience and further qualifications in all areas of Wealth Management.
Outside of work, Jessica enjoys travelling to visit friends and family across the coast in Dorset and Brighton. She is also particularly partial to a shopping trip or three and has a love for cooking
Michael is a Banking and Financial Planning graduate who joined OCM in August 2021. He graduated in 2020 and began working in the Banking sector to gain some experience inside the financial industry. While working he started to complete his exams in Financial Planning and he is looking forward to carrying on gaining more qualifications.
Michael is currently in the Asset team and is excited to learn and improve his financial knowledge and skills. In Michaels free time he enjoys going to the gym, spending time with family and friends, helping out with his local church and travelling.
Michael is currently in the Asset team and is excited to learn and improve his financial knowledge and skills. In Michaels free time he enjoys going to the gym, spending time with family and friends, helping out with his local church and travelling.
Carolyn started working for Sun Life in January 1990. She left when her youngest daughter was born at the end of 1992 and spent a few years away from the industry. Carolyn began work in an IFA in 1998 and then moved to another firm in 1999, where she met her husband and spent a subsequent 18.5 years. Carolyn then went on to join OCM in January 2018.
Carolyn now has 3 grown up daughters, and 3 grandchildren, with another on the way! Her and her husband Tony live in the countryside with their 2 dogs and 5 cats. They both love to spend time outdoors, either taking the dogs on long walks or cycling. Carolyn is also an avid gardener and loves to spend time looking after her plants. In the evenings she loves entertaining friends in her home, or joining them at the local pub!
Professional Qualifications
FPC
MAQ
R01 & 5
Cert CII (life&pensions)
Aleema joined OCM in 2021 as an Account Manager.
She has previous experience working in a Law firm as an Accounts Assistant and recently completed an apprenticeship in Business Administration. Aleema is new to the world of finance and is keen to broaden her knowledge and is excited to challenge herself.
Aleema is looking forward to furthering her career with OCM, alongside gaining qualifications to help support her role here.
When Aleema is not in the office she enjoys travelling to new places and sightseeing. She loves going for long walks, socialising with her friends and trying different foods in new restaurants!
She has previous experience working in a Law firm as an Accounts Assistant and recently completed an apprenticeship in Business Administration. Aleema is new to the world of finance and is keen to broaden her knowledge and is excited to challenge herself.
Aleema is looking forward to furthering her career with OCM, alongside gaining qualifications to help support her role here.
When Aleema is not in the office she enjoys travelling to new places and sightseeing. She loves going for long walks, socialising with her friends and trying different foods in new restaurants!
Naomi joined OCM in 2019 as an Account Manager. Naomi has developed lots of knowledge and experience since joining OCM 4 years ago. She is looking forward to taking her exams and progressing further in the company and is excited to see where the Financial industry can take her in her career in the future.
Naomi has a strong relationship with clients and enjoys having conversations with them over the phone.
Outside of work, she enjoys spending time with her family and occasionally loves a hot pod yoga session!
Steph joined the team at OCM with little experience in Financial Services. Her role as an Account Manager involves supporting our Financial Advisers and providing the highest level of administration to our clients. After sparking an interest in a previous role, she is eager to develop her knowledge of the finance industry.
In her spare time, Steph is an avid artist and enjoys spending time outdoors with family and friends.
Bradley joined OCM in May 2022 as an apprentice following a job in customer services. Bradley is very fascinated by the world of finance, and he hopes to expand his knowledge and skills to progress within the industry.
Bradley’s role consists of supporting our Financial Advisers and providing high level administration to our clients.
In his free time Bradley is a Manchester United supporter, he enjoys going to the gym and spending time socialising with friends and family.
Bradley’s role consists of supporting our Financial Advisers and providing high level administration to our clients.
In his free time Bradley is a Manchester United supporter, he enjoys going to the gym and spending time socialising with friends and family.
Ravenna joined OCM in 2023 as an Account Manager. Her role includes supporting our Financial Advisors to make sure everything runs smoothly.
She has previous experience of working as an IFA Administrator, however she is still relatively new to the Financial Sector therefore is keen to expand her knowledge and is looking forward to gaining qualifications to accommodate this.
She has previous experience of working as an IFA Administrator, however she is still relatively new to the Financial Sector therefore is keen to expand her knowledge and is looking forward to gaining qualifications to accommodate this.
Outside of work, Ravenna enjoys spending time with her partner & cat, Zola, shopping and travelling.
Lewis completed an undergraduate degree in Economics from Missouri State University in the USA in 2023. He attended university in America for 4 years before returning home to England and joining the OCM team as a graduate in July 2023. He is currently part of the wealth team and is enjoying his time learning about the industry and the different roles involved. Lewis is about to start taking the first of many Financial Planning exams so also spends his free time studying for those.
Outside of work, Lewis plays football for Bedford Town FC. He also enjoys travelling to see his friends from around the world, and spending time with family at home.
Hugo joined OCM in the summer of 2023 as a part of his degree in Finance & Accounting at Nottingham Trent University. He spends his day-to-day providing support to wealth managers, as well as increasing his knowledge of the sector. Hugo is looking to learn from us in order to better his degree, alongside getting a great insight into working life.
Outside of work, Hugo enjoys playing golf and traveling around the country to visit his friends at university.
Outside of work, Hugo enjoys playing golf and traveling around the country to visit his friends at university.
Alex joined OCM originally in 2018 and has had several roles across the company but is now currently occupying an account manager position. On a day-to-day basis Alex is responsible for offering administrative support for the wealth managers and paraplanners.
Outside of working in financial services, Alex has enjoyed a 12-year professional rugby career and is currently still playing semi-professionally. In his free time when he is not studying towards his degree, Alex can be found in local coffee shops, going to the gym or spending time with friends and family.
Outside of working in financial services, Alex has enjoyed a 12-year professional rugby career and is currently still playing semi-professionally. In his free time when he is not studying towards his degree, Alex can be found in local coffee shops, going to the gym or spending time with friends and family.
Kim has recently joined OCM as an Account Manager, having had previous experience as an Operational Team Manger in various industries such as a Building Society, Contact Centre and Plumbing Merchants working closely with not only Customers but also internally lead on recruitment and training campaigns.
Her role involves supporting our Financial Advisors and providing a level of customer service
Her role involves supporting our Financial Advisors and providing a level of customer service
Kim is a keen campanologist and enjoys travelling the world.
Maggie Stather-Lodge is Operations Director at OCM Wealth Management and has been with the firm since helping her husband set it up in 2004. Maggie has a BA in Business Studies, as well as a Qualified Teacher Status and Postgraduate Certificate in Management.
She originally worked part time at OCM, balancing her career as a Business Studies teacher for GCSE and A Level students at Lodge Park Technology College. However in 2005 she joined OCM full time in order to concentrate on the business. Maggie currently oversees the Accounts, Marketing and Human Resource functions within OCM Wealth Management.
Maggie is married with two daughters, who are growing up far too fast! When she is away from the office she enjoys going out with her friends, as well as exploring new cultures and cities with her family. She also has a multitude of pets, and enjoys taking the dogs on long walks in the countryside.
Victoria joined OCM in April 2019 as a bookkeeper, but in September 2019 she took on more responsibility and now also prepares all of the client tax returns and small business accounts, as well as dealing with all of the client tax queries. Victoria first went into accountancy in 2011 after working in IT for 11 years, but changed industry as she found it easier to fit around her growing family, and she then went on to get her accounting qualifications alongside working in a small firm. Victoria has recently completed her ATT qualification and is now continuing her studies to become a Chartered Tax Advisor
Outside of work, Victoria loves to spend as much time with her family as possible, whether on holiday or just days out. She enjoys socialising with her friends and she loves to bake and cook when she has time, as well as going to the cinema and theatre.
Ellie joined OCM in October 2021 after finishing her A-levels. She knew she wanted to go into the finance industry from school, decided to do an apprenticeship and applied for the position at OCM.
Ellie used to work providing administrative support to multiple Advisers, however since April 2022, she has moved over to the accounts team where she loves working closely with Victoria and Yvonne learning something new every day. Ellie is working her way through exams with AAT, and has passed her Level 2 Bookkeeping exam and is now working her way towards Level 3 Diploma in Accounting.
Outside of work Ellie likes to spend time with family, as well as going out shopping and for drinks with her friends
Yvonne joined the OCM team as Finance Manager in December 2019. Having started out her career in accountancy, a relocation from Scotland and starting a family resulted in a career break, working in various positions including HR and administration, to fit round her family life. However, the desire to get back into accounting and pick up on her studies was always there. In 2016 Yvonne found herself in a role within a small firm who were keen to support her journey and so she recommenced her studies. In 2018, the company she was with was acquired by a large corporate, multinational company who operated a centralised accounting function, so after a year of assisting with the merger Yvonne found herself looking for a new opportunity and challenge within a company where she could continue to develop her skills and be supported on her journey and found OCM to be the perfect fit. Yvonne is now an ACCA member, having successfully completed the ACCA qualification.
Outside of work, Yvonne enjoys spending time with her family, cooking, holidaying abroad, going to the cinema and attending live music events.
Charlie first joined the OCM team in 2015 when she undertook work experience, however she was immersed in the world of finance at a young age, being Jason and Maggie’s daughter. Understandably her interest in finance began to flourish as she got older, and she began working at OCM in 2018, alongside reading a degree at the University of Bristol.
She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!
She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!
Jason Stather-Lodge is the founder, CEO and Chief Investment Officer of OCM Wealth Management, and is a qualified Chartered and Certified Financial Planner, Investment Manager and Tax Specialist. He first started the business in 2004 and has workd tiressely over the past years to create what OCM has become today.
With over 17 years’ experience in asset and wealth management, he is widely recognised as one of the UK’s leading Investment Managers. Furthermore Jason has developed OCM’s ground breaking approach – Outcome Based Investing (OBI). OBI delivers impressive yet reliable investment outcomes for clients by reducing risk and unpredictability. OCM Wealth Management offers the reassurance of being an independent provider to individual, corporate and discretionary fund management clients.
Jason is married with two daughters, one of whom has now joined him in OCM. When he gets time away from the office, Jason is an avid supporter of Northampton Saints, and tries to make every home game. As well as this, he loves a DIY project, and is currently working on landscaping his garden.
Richard has been a client of OCM since its earliest days and joined the Board in January 2013. He is a senior executive with over 30 years’ experience in international business.
Richard holds a Masters in Business Administration from London Business School and is a Fellow of the Chartered Institute of Marketing as well as being a Chartered Marketer. He provides guidance on strategy and risk management together with ensuring quality control through process adherence and brings his broad business experience to the Investment Committee.
He is married with two daughters.
Georgina began her career in financial services in 2015 after graduating with a BA (Hons) in Business Management and Finance and a Masters (MSc) in Finance and Investments, where she achieved a First grade in both and was awarded the prize for best student performance in her Masters year. Prior to joining OCM, she held previous roles at Raymond James as an Investment Analyst, and as a Commercial Analyst at Homebase where she was involved in the Hilco takeover in June 2018. Georgina holds the CISI’s Level 4 Investment Advice Diploma, and is working towards the Chartered Financial Analyst (CFA) designation.
In her role as Model Portfolio Investment Manager, Georgina helps manage the day to day running of our discretionary portfolios and produces regular analysis on key macroeconomic issues, monitoring and assessing markets to identify opportunities and threats to our client portfolios.
In her free time, you’ll find Georgina baking up a storm at her home in Kettering or working out in the local gym.
Anil joined OCM in May 2018 to head up the Asset department. His role consists of keeping the Asset department ticking along and operating to the highest accuracy.
Anil has been working with financial services for over 10 years. He started off working as a banking adviser for Lloyds Bank, he then moved into Wealth Management and has worked for a number of Wealth Management companies which have contributed to his knowledge and experience.
The most enjoyable part of the role for Anil is rebalancing client accounts. Taking an active approach to investments is what attracted Anil to OCM.
Outside of work Anil likes to try out new restaurants and cuisines, as well as spending time with his 4 year old son.
Professional qualifications – Investment Managerial Certificate (IMC)
At OCM, he specialises in investment platforms and trading. The timing with trading is critical, and he believes that being organised is the most integral part of his role.
Anil is married with a 3 year old son. When he’s not in the office he enjoys playing and watching a wide range of sports. He is also a big foodie and enjoys dining out when he gets the chance.
Pete graduated with a BSc (Hons) in Computer Science and joined OCM in 2021 as an account manager in the asset management division after wanting a career change. Being interested in investment and capital management, he is excited to learn more about the industry and gain more qualifications whilst applying the skills he has gained from his degree into financial services.
With previous experience in customer service, Pete believes in the importance of putting the needs of our clients first and ensuring that they are the forefront of what we do.
Outside of work, Pete will be out on the golf course, spending time with family and friends or testing out new recipes.
Edward completed an undergraduate degree in Business Management as well as a Masters (MSc) in Finance and Investment Banking. After coaching tennis in New Jersey, USA for two years Edward knew his long-term career goals remained in Finance and joined OCM in 2022 as an Associate Global Macroeconomic Analyst.
Outside of work Edward remains an avid tennis player and football fan. Away from sports he enjoys travelling and makes sure to return to Florida every year to enjoy some sun.
Outside of work Edward remains an avid tennis player and football fan. Away from sports he enjoys travelling and makes sure to return to Florida every year to enjoy some sun.
Joseph recently completed an BA (Hons) in Accounting & Finance and joined OCM as a graduate trainee. He is currently in the Asset Management division and is enjoying learning about the global markets and portfolio management.
Upon completing his degree in Accountancy, Joseph found himself gravitating towards the exciting world of capital markets and aspires to be an ESG portfolio analyst in the future to encourage ethical investing.
Upon completing his degree in Accountancy, Joseph found himself gravitating towards the exciting world of capital markets and aspires to be an ESG portfolio analyst in the future to encourage ethical investing.
Outside of work Joseph is a football fan and enjoys learning languages. He can also often be seen giving his colleagues cooking advice.
