Meet the Team

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

Jason Stather-Lodge

CEO/CIO & Founder

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

Director

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 Case

Director

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.

Rukshana Begum

Senior Account Manager

Rukshana completed her degree in Finance and Investment in 2017 and started her career in Financial Services shortly after. She started off working in a Wealth Management firm and started the exams in financial planning. She then joined OCM in 2018 as part of the Graduate scheme which has given her the opportunity to continue with exams whilst gaining an insight into different parts of the company to progress her career further in the sector.

Rukshana is currently in the Asset Management team, administering trades and monitoring cash flows across the various platforms whilst ensuring all investments are processed accurately and efficiently.

In her spare time, Rukshana enjoys baking with her sister which can range from French macarons to large celebration cakes. She also enjoys spending time with friends and family which always involves lot of food!

Aleema Begum

Account Manager

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!

Matt Chalcraft

Account Manager

Matt first joined OCM for work experience in 2019; and he was keen to learn more about the business and explore the multidimensional nature of the industry. Following the recent completion of his degree, he graduated with a 2:1 from the University of Nottingham and was offered a full-time position at OCM. Currently working as a graduate trainee, Matt is gaining experience in all areas of the company and is looking forward to an exciting career in the finance industry.

Anil Choudhry

Asset Dept Manager

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.

Carolyn Dawson

Senior Account Manager

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 4 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!

India Fitzhugh

Wealth Manager

When India had finished her a-levels she didn’t really know what she wanted to do, so she looked for an apprenticeship in an area that would involve people and numbers. Having spoken to various accountancy firms, she found a financial advisers and has been in love with the industry ever since.

India supports Jason with his work, writing recommendation reports and helping look after his clients on a day to day basis. She has recently become a Wealth Manager, where she will continue to work with him, visiting clients for their reviews.

She lives in Broughton with her fiance Adam, and dog Steve. She likes walking around the countryside and visiting the country pubs!

Jared Flounders

Account Manager

Jared will be concluding his three-year Primary Ed degree at Winchester University in September, with a specialist in mathematics. Due to his desire to get into the financial sector, Jared is staring to develop his understanding of the industry through his time within OCM Ltd.

He is looking forward to gaining experience within the account management role at OCM, developing his skills through a hands-on approach within the industry, whilst also continuing his learning through the various courses that are available.

Jared has enjoyed developing himself through various hobbies from cooking to guitar, he is also a keen reader and enjoys spending a lot of his time with his fiancé and pet dogs.

Luke Hawkins

Associate Wealth Manager

Luke joined OCM in October 2018 and is currently working as a Senior Account Manager for Jason. He is currently completing his Diploma in financial planning with the ultimate goal of becoming a Charted Financial Adviser.

Outside of work his hobbies include hiking, football, golf and living an active lifestyle.

Steph Hunt

Account Manager

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.

Taylor Hillery

Account Manager

Victoria Johnson

Account Manager – Tax

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 is now studying ATT to improve her tax knowledge and plans 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.

Joe Kennedy

Associate Portfolio Manager

Charlie Lodge

Senior Account Manager & Systems

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.

Having recently moved back to Northampton after finishing her degree, she is loving life in her new home with her partner Alex and is keen to follow her father’s footsteps.

Yvonne Lowe

Finance Manager

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 an accounting function 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 with ACCA. 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 just a few exams away from being an ACCA chartered accountant.

Outside of work, Yvonne enjoys spending time with her family, cooking, holidaying abroad, cinema and attending live music events.

Caroline Marshall

Senior Paraplanner

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.

Zandy Neasham

RFU Agent & Director - SD

Zandy is a Director of the OCM Sports Division and is a registered FA Intermediary and RFU Licenced Agent. After graduating Oxford Brookes University with a Business Management Degree, Zandy joined a global sports management agency as Commercial Manager. His role consisted of sourcing new commercial partners for clients and managing a former England rugby captain. He then moved to a sports marketing agency where he worked with rights holders, brand, athletes and governing bodies to develop strategic partnerships across sport and entertainment. Prior to joining OCM, Zandy was a player agent at a leading sports management company where he was responsible for negotiating player contracts with leading clubs in Europe and generating off-field income streams for clients through commercial and media work.

As an FA Intermediary and RFU Licenced Agent, Zandy’s priorities are to ensure that our clients are maximising their talent at their chosen sport, whilst also working with the OCM Wealth team to prepare them for life after sport.

Frances Noons

Senior Wealth Manager

Frances has extensive experience of working with clients to achieve their financial planning goals.

Her financial services career started at Aviva, and she subsequently worked for Northants based law firms and a National accountancy practice. Frances joined OCM in 2013, having been attracted by the fact we shared her ethos that advice should be client centric.

Frances is working towards achieving Chartered Financial Planning status and is currently just two papers away from completion.

Outside of work, Frances enjoys cinema, theatre and live music.

Rahul Patel

Account Manager

Rahul recently completed a three-year Finance, Accounting and Management degree at the University of Nottingham, and was keen to begin his career in finance. Taking up a role as an Account Manager has led Rahul to apply his financial learning from university and put it into practice.

As a graduate, Rahul is excited to be working within different business streams as well as being able to gain further valuable experience within Wealth Management. He is particularly looking forward to working directly with clients and applying financial planning skills within his day to day work. The opportunity where both come hand in hand is something that motivates Rahul.

Having been fortunate to visit a vast array of countries, Rahul enjoys travelling. He also has a keen passion for sports, in particular football, in which he is a lifelong Liverpool fan. In his spare time Rahul is most likely listening to music, watching sky sports or relaxing with his school or university friends.

Ben Pickles

Associate Global Macro Analyst

Ben began his career in asset management in 2020 after graduating with a BSc (Hons) Economics degree at the University of Nottingham, having achieved first class honours. While taking up the role as a macroeconomic analyst, he is currently studying towards the CISI Investment Management Certificate, further developing his industry knowledge.
In his current position, Ben assists the Deputy Chief Investment Officer with daily economic analysis and regular market updates, alongside his role in the investment committee in the management of our discretionary portfolios. He particularly enjoys the variety of work within the asset management team and hopes to pursue the CFA designation in the near future.
Outside of work Ben is an avid Liverpool fan and, when not watching sports, is spending time with his friends or trying to improve his golf swing.

Ranjeev Ranu

Chartered Financial Planner

After completing his Masters in Finance, Ranjeev joined the financial services profession in 2005, working with a discretionary investment management firm and then moving into their IFA division to broaden his knowledge. Shortly after, he progressed to an AIM listed pensions and wealth management company, where he gained extensive knowledge in self-invested pensions until 2013, when he joined OCM.

Ranjeev works with private individuals and owner managed businesses, helping them achieve financial harmony. Being a pension transfer specialist, he also provides consultancy to clients of other professionals in this niche area of advice.

He has achieved the prestigious standard of Chartered Financial Planner status and is a Fellow of the Personal Finance Society by qualification. He is also an Associate of the Chartered Institute for Securities and Investment and STEP Affiliate.

Ranjeev lives in Northampton and is always out and about with his young family. He is currently getting back into running and cycling and hopes to compete in some tough-mudder type events… watch this space!

Parag Shah

Paraplanner

Parag previously worked in the field of Management Consulting and has since moved into Financial Services, initially gaining experience at a local wealth management firm before joining OCM in 2019.

Parag works in the Paraplanner Team providing technical and research support to our Financial Advisers. Parag is qualified to Diploma level and has a Masters Degree in Business Management.

Away from the office Parag enjoys spending time with the family, eating out, going cinema and travelling. He enjoys most sports and has a keen interest in boxing.

Jennifer Smith

Client Services Supervisor

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.

Georgina Stone

Deputy Chief Investment Officer

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.

Naomi Sweeney

Account Manager

Sol Theodosiou

Account Manager

Sol joined OCM as an Account Manager at the start of 2021. He is studying for a bachelor’s degree in business management part-time at the Open University and is due to complete his studies by June 2021. After this, he plans to work towards various financial qualifications in order to progress within the finance industry.

In his current position, Sol carries out various administrative duties and ensures the connection between OCM and our clients is as strong as possible. The role suits him well as he’s always had an interest in the stock market and finance in general, and he hopes to develop and cement a career within the industry.

Outside of work, Sol is an Arsenal fan, and likes watching American football and basketball. But when not watching sport, he enjoys cooking or eating out with his partner or playing golf with friends.

John Sorzano

Agent - Sports Division

Harry Underwood

Account Manager

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.

Chris Walker

Account Manager

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.

His hobbies outside of work include fitness training, enjoys socialising with friends and cooking.

Callum Wallace

Associate Wealth Manager

Callum works as an Associate Wealth Manager at OCM, supporting Senior or Chartered Wealth Managers and continuing his development. He started his career in financial services as an apprentice at Barclaycard. Upon completion he moved into the Independent Financial Advisory world. Starting as an Administrator to learn the ropes, Callum hastily moved into Paraplanning and is now beginning to transition to a Wealth Manager Role.
He has worked for small boutique firms as well as large national companies, so he has experienced a broad spectrum of the industry. Callum thrives to ensure the client receives the best advice possible, so they can achieve their desired lifestyle and financial freedom. He aims to continue his studies, with the goal of becoming a Chartered Financial Planner.
Callum has Recently taken an early retirement from playing rugby due to constant injuries, but still coaches a mini team at Bugbrooke Rugby Club. He is also casual golfer and a professional TV show binge watcher!

Kitt Wallace

Senior Account Manager

Initially leaving sixth form with the intent to find a career in the merchant navy, Kitt achieved an A in Nautical Science and spend several months on board a general cargo vessel sailing of the coast of West Africa and to and from Norway. After completing his course, he decided that he did not want to pursue a career in the merchant navy and instead looked towards the financial sector.

Kitt being relatively new to the financial industry started his career as an administrator in a small IFA firm in Milton Keynes a little over a year ago. However, he has taken upon himself to achieve the Diploma in Financial planning independently and is currently halfway through. He is now looking forward to applying the knowledge he has obtained in the practical working environment here at OCM.

At home Kitt is a causal Paddle boarder and runner, enjoys a vast array of movies and TV shows with one favourite director being Tarantino. A self-proclaimed amateur chef who enjoys cooking with his girlfriend for family and friends regularly.

David Wardle

Senior Account Manager

David studied Business at Sheffield Hallam university; he also undertook a placement year at Thornby Associates (Secretarial and Administration specialist company). After completing his degree he was able to spend a further year with Thornby Associates, after which he decided to go travelling for 8 months. Upon returning home, David decided that he wanted to further pursue a career in the finance industry and subsequently started OCM in late February 2018. He is currently training to become a Financial Adviser.

David works as part of the Client Services team and helps to put together valuations for client review meetings, in conjunction with general administration duties.

When David is away from OCM he likes to spend his time playing sports. He is a keen rugby union player, playing for Long Buckby RFC, as well as being an avid golfer in the rugby off-season. David also loves to explore new places when going on holiday and immerse himself in other cultures. He spends his weekends visiting his girlfriend in South Yorkshire (and playing rugby)!

Professional Qualifications

Business Studies BA (Hons) 2:1

Alex Woolford

Business Development - Sports Division

Alex first joined OCM in February 2018 as part of the graduate scheme during a brief injury triggered sabbatical from professional rugby. However, his role in the OCM team has now evolved to compliment his return to the professional game and he now works directly with Jason as an associate, working within the company’s sports division.

Currently, Alex is a member of the Coventry 1st XV squad in the Green king IPA championship and has a wealth of experience having amassed over 50 caps in both the Premiership and Championship following stints at Northampton Saints, London Welsh and London Scottish.

Naturally, being a rugby player, Alex likes to maintain a healthy lifestyle. Off the pitch, Alex can be found in the local coffee shops or spending time with his better half, exploring all Northampton and Bristol has to offer.

Jason Stather-Lodge

CEO & Founder

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.

Maggie Stather-Lodge

Director

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 Case

Director

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.

Frances Noons

Senior Wealth Manager

Frances has extensive experience of working with clients to achieve their financial planning goals.

Her financial services career started at Aviva, and she subsequently worked for Northants based law firms and a National accountancy practice. Frances joined OCM in 2013, having been attracted by the fact we shared her ethos that advice should be client centric.

Frances is working towards achieving Chartered Financial Planning status and is currently just two papers away from completion.

Outside of work, Frances enjoys cinema, theatre and live music.

Ranjeev Ranu

Chartered Financial Planner

After completing his Masters in Finance, Ranjeev joined the financial services profession in 2005, working with a discretionary investment management firm and then moving into their IFA division to broaden his knowledge. Shortly after, he progressed to an AIM listed pensions and wealth management company, where he gained extensive knowledge in self-invested pensions until 2013, when he joined OCM.

Ranjeev works with private individuals and owner managed businesses, helping them achieve financial harmony. Being a pension transfer specialist, he also provides consultancy to clients of other professionals in this niche area of advice.

He has achieved the prestigious standard of Chartered Financial Planner status and is a Fellow of the Personal Finance Society by qualification. He is also an Associate of the Chartered Institute for Securities and Investment and STEP Affiliate.

Ranjeev lives in Northampton and is always out and about with his young family. He is currently getting back into running and cycling and hopes to compete in some tough-mudder type events… watch this space!

Callum Wallace

Wealth Manager

Caroline Marshall

Senior Paraplanner

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.

Charlie Lodge

Senior Account Manager

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.

Having recently moved back to Northampton after finishing her degree, she is loving life in her new home with her partner Alex and is keen to follow her father’s footsteps.

Carolyn Dawson

Senior Account Manager

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)

India Fitzhugh

Wealth Manager

When India had finished her a-levels she didn’t really know what she wanted to do, so she looked for an apprenticeship in an area that would involve people and numbers. Having spoken to various accountancy firms, she found a financial advisers and has been in love with the industry ever since.

India support Jason with his work, writing recommendation reports and helping look after his clients on a day to day basis. She has recently become a Wealth Manager, where she will continue to work with him, visiting clients for their reviews.

She lives in Broughton with her fiance Adam, and dog Steve. She likes walking around the countryside and visiting the country pubs!

Professional Qualifications

J10 – Discretionary Investment Management
CF8 – Long Term Care
R01 – Financial services, regulation & ethics
R02 – Investment principles and risk
R03 – Personal taxation
R04 – Pensions and retirement planning
R05 – Financial protection
R06 – Financial planning practice

Jennifer Smith

Team Leader

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

Parag Shah

Paraplanner

Matt Chalcraft

Account Manager

Matt first joined OCM for work experience in 2019; and he was keen to learn more about the business and explore the multidimensional nature of the industry. Following the recent completion of his degree, he graduated with a 2:1 from the University of Nottingham and was offered a full-time position at OCM. Currently working as a graduate trainee, Matt is gaining experience in all areas of the company and is looking forward to an exciting career in the finance industry.

Harry Underwood

Senior Account Manager

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.

Chris Walker

Account Manager

Chris Joined OCM at the beginning of October 2018, and he 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 an administration environment which he is thoroughly enjoying at OCM within Financial Services.
His hobbies outside of work mostly revolve around fitness and gaming.

Rahul Patel

Graduate Trainee

Kitt Wallace

Senior Account Manager

David Wardle

Senior Account Manager

David studied Business at Sheffield Hallam university; he also undertook a placement year at Thornby Associates (Secretarial and Administration specialist company). After completing his degree he was able to spend a further year with Thornby Associates, after which he decided to go travelling for 8 months. Upon returning home, David decided that he wanted to further pursue a career in the finance industry and subsequently started OCM in late February 2018. He is currently training to become a Financial Adviser.

David works as part of the Client Services team and helps to put together valuations for client review meetings, in conjunction with general administration duties.

When David is away from OCM he likes to spend his time playing sports. He is a keen rugby union player, playing for Long Buckby RFC, as well as being an avid golfer in the rugby off-season. David also loves to explore new places when going on holiday and immerse himself in other cultures. He spends his weekends visiting his girlfriend in South Yorkshire (and playing rugby)!

Professional Qualifications

Business Studies BA (Hons) 2:1

Luke Hawkins

Senior Account Manager

Luke is an Administrative Assistant at OCM and he has a BSc in Sociology and Criminology. He previously worked for the Local Authority however he felt that it did not present him with the challenges he was looking for in life and he wanted to move to a fast-paced industry that is constantly evolving.

Luke works directly for Jason, for this reason he believes that it is imperative that the work he produces is of the up-most quality. OCM clients are what keep the business going, so he always strives to provide the best quality of service available.

He is one of four brothers and he aims to live an active life.

Aleema Begum

Account Manager

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!

Sol Theodosiou

Account Manager

Sol joined OCM as an Account Manager at the start of 2021. He is studying for a bachelor’s degree in business management part-time at the Open University and is due to complete his studies by June 2021. After this, he plans to work towards various financial qualifications in order to progress within the finance industry.

In his current position, Sol carries out various administrative duties and ensures the connection between OCM and our clients is as strong as possible. The role suits him well as he’s always had an interest in the stock market and finance in general, and he hopes to develop and cement a career within the industry.

Outside of work, Sol is an Arsenal fan, and likes watching American football and basketball. But when not watching sport, he enjoys cooking or eating out with his partner or playing golf with friends.

Jared Flounders

Account Manager

Jared will be concluding his three-year Primary Ed degree at Winchester University in September, with a specialist in mathematics. Due to his desire to get into the financial sector, Jared is staring to develop his understanding of the industry through his time within OCM Ltd.

He is looking forward to gaining experience within the account management role at OCM, developing his skills through a hands-on approach within the industry, whilst also continuing his learning through the various courses that are available.

Jared has enjoyed developing himself through various hobbies from cooking to guitar, he is also a keen reader and enjoys spending a lot of his time with his fiancé and pet dogs.

Steph Hunt

Account Manager

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.

Taylor Hillery

Account Manager

Maggie Stather-Lodge

Director

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 Johnson

Account Manager – Tax

Charlie Lodge

Social Media and Marketing

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.

Although Charlie doesn’t have direct contact with the clients in an advisory role, its her work that the clients interact with on a frequent basis, either through the website or the social media channels. Using LinkedIn, Facebook and twitter she aims to provide clear and concise information to both existing and potential clients.

Yvonne Lowe

Finance Manager

Jason Stather-Lodge

CEO/CIO & Founder

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 Case

Director

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.

Anil Choudhry

Asset Dept manager

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.

Georgina Stone

Deputy CIO

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.

Joe Kennedy

Associate Portfolio Analyst

Rukshana Begum

Senior Account Manager

Following the completing of her degree in Finance and Investment in May 2017, Rukshana worked in a wealth management firm and started my exams in financial planning. She then joined OCM in July 2018 as part of the Graduate scheme.
This has given her the opportunity to continue with exams whilst gaining an insight into different parts of the company to progress her career further in the sector. Rukshana is currently in the Asset team, dealing with the administration of all the trades and liaising with external providers to ensure all investments are processed accurately and efficiently.
In her spare time Rukshana enjoys baking with her sister, which involves preparing orders ranging from macarons to large celebration cakes. She also enjoys spending time with friends and family which always involves lots of food!

Ben Pickles

Associate Global Macro Analyst

Jason Stather-Lodge

CEO/CIO & Founder

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.

Alex Woolford

Business Development - Sports Division

Alex first joined OCM in February 2018 as part of the graduate scheme during a brief injury triggered sabbatical from professional rugby. However, his role in the OCM team has now evolved to compliment his return to the professional game and he now works directly with Jason as an associate, working within the company’s sports division.

Currently, Alex is a member of the Coventry 1st XV squad in the Green king IPA championship and has a wealth of experience having amassed over 50 caps in both the Premiership and Championship following stints at Northampton Saints, London Welsh and London Scottish.

Naturally, being a rugby player, Alex likes to maintain a healthy lifestyle. Off the pitch, Alex can be found in the local coffee shops or spending time with his better half, exploring all Northampton and Bristol has to offer.

Zandy Neasham

RFU Agent & Director - SD

Zandy is one of the Directors of the OCM Sports Division, and also a registered RFU Agent. After graduating from Oxford Brookes University with a Business Management degree, Zandy joined a global sports management agency as part of the commercial team, His role mainly consisted of sourcing new commercial partners for clients, alongside the day-to-day management of a former England rugby captain. He then moved to a sports marketing agency where he worked with rights holders, brands, athletes and governing bodies to develop strategic partnerships across sport and entertainment. This then led Zandy to a rugby agency as a player agent, where he was responsible for negotiating player contracts with leading clubs in Europe and generating off-field income streams for clients through commercial and media work.
As an RFU Registered Agent, Zandy’s priorities are to ensure that our clients are maximizing their earning potential on the field, whilst also working with the OCM Wealth team to prepare them for life after rugby. Rugby is a short career and a key part of his role is to provide the necessary contacts and knowledge for career development and professional financial support.
Zandy is Northamptonshire born and bred, but now lives in London. He has recently signed up for a 70.3 Ironman in Portugal which has led to any of his free time being taken up by swimming, cycling or running!

John Sorzano

Agent - Sports Division