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 worked tirelessly 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.

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 achieved her chartered status, and she has recently achieved her Fellowship in addition to this! She also started her MBA in 2025 with Warwick Business School!

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 Private Equity led takeover in June 2018. Georgina holds the CISI’s 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.

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.

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!

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.

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.

Outside of work, Ravenna enjoys spending time with her partner & cat, Zola, shopping and travelling.

Ellie joined OCM in October 2021 after finishing her A-levels. She knew she wanted to go into the finance industry from school, so decided to do an apprenticeship and applied for the position at OCM!

Ellie used to work providing support to the accounts team working closely with Victoria and Yvonne learning something new every day. During this time Ellie completed her Level 2 Bookkeeping exam with AAT.

For the past year, Ellie has been a Personal Assistant to Charlie Lodge(APFS) providing close support to her and her clients.

Outside of work, Ellie likes to spend time with family, as well as going out shopping and for drinks with her friends.

Monica has worked in Banking and Finance since 2012. She joined OCM from Nationwide Building Society after providing advice on mortgages and investments.

Now Monica is at OCM, she hopes to develop further in the Wealth Management part of the industry by increasing her professional qualifications and holistic advice expertise. She hopes to play a vital role in delivering long-term peace of mind for clients and their families through managing, growing, and protecting their wealth.

Outside of work, she’s surrounded by her chaotic family and friends. She can often be found cooking her famous Spring Rolls whilst dodging Nerf gun pellets with the F1 in the background.

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.

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.

Lucas has completed a BA (Hons) in Business Management with Accounting and Finance. Joining OCM in January 2024 as a graduate trainee within the asset management team. Lucas’ interest in global markets and investment stemmed from university and he naturally found himself looking for a career within the industry. He is looking forward to learning more about global macroeconomics, portfolio management and trading. With ambitions of a portfolio analyst or trading role in the future.

Outside of work Lucas is a devoted motorsports fan who loves F1, he has competed in the British karting championships since he was 6 years old, and he is currently pursuing his ARDS test for a licence to race cars. He also enjoys swimming and travelling.

Joseph 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 Emerging Markets Analyst in the future.
Outside of work Joseph is a football fan and enjoys learning languages. He can also often be seen giving his colleagues cooking advice.

Hugo completed his university placement year with OCM before returning to Nottingham Trent University to finish his final year. He has since rejoined the firm as a graduate within the Wealth team and is now working towards his professional qualifications within Charlies team.

Outside of work, Hugo enjoys shooting and golf, as well as travelling around the country to spend time with 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.

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!

Ben joined OCM as an Account Manager in September 2024 after working in the energy sector for several years. Seeking a change of industry, he chose OCM to expand his knowledge of wealth management and investing and has quickly adapted to the financial services industry. Ben is currently responsible for producing client valuations and managing various administrative tasks, with an ardent desire to continue developing within the financial sector.

Outside of work, Ben has a passion for cars and motorbikes and occasionally participates in track days, with a lifelong goal of driving on the Nürburgring Nordschleife.

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.

Steph joined OCM in April 2024 to join the Asset department.

Steph has been working within the financial sector for 18 years, roles ranging from an administration assistant to a business development manager. She enjoyed leading and developing a team through many changes within her previous role. Steph is keen to extend her knowledge and is looking forward to a new challenge with OCM.

Outside of work Steph enjoys spending time with her family and loves weekends away with her friends.

Alice joined the OCM family in 2025 as an Associate Wealth Manager to support the team’s wealth managers and their clients. Having started her career in financial services in 2010 working for State Street global fund services alongside her degree reading Economics and Finance, Alice spent five years at Schroders Plc as a property fund analyst managing assets on behalf of institutional clients. While fascinated by the world of commercial property, Alice felt too far removed from the client and with a move out of the city of London in 2021 came a move across to the private client world. Alice holds the CFA Certificate in Investment Management and the CII’s Diploma in Financial Planning and is currently working towards chartered and fellowship status.

Outside of work Alice and her husband are kept busy with their ever-growing family, labrador and runner ducks in tow! And as an islander at heart, having grown up in Hong Kong, the Isle of White and Guernsey, holidays are spent beside (or on!) the sea with good food and even better company.

Nas joined OCM as an Associate Paraplanner, having previously held a trainee role at another advisory firm. Having originally graduated with a BSc Degree in Psychology, she realised that she likes working with people and the world of finance and was keen to pursue a career in financial services. Nas is looking forward to completing all the relevant qualifications related to becoming a Chartered Financial Planner.

Both the theoretical and practical methods of learning given by OCM will consequently enable Nas to hone her skills to provide the best level of service for our clients.

Outside of work Nas enjoys spending time with family and friends and as a major foodie, she enjoys trying different cuisines and recipes.

Joel is a BA Modern Foreign Languages graduate from the University of Birmingham and joined OCM as an Account Manager. He is currently working as a part of the administration team.

Joel has worked in the banking industry for almost two years and loves meeting new people, as well as learning from and supporting his colleagues as part of a team.

Languages are his passion; he is fluent in French and Spanish, but he is also learning Italian and Japanese in his spare time. He likes running, spending time with friends and family and travelling, both in the UK and abroad.

Kai joined OCM in January 2025. He completed a degree in Economics and Finance at Birmingham City University and then spent 5 years working in an accounts assistant role before deciding it was time for a change. Kai is studying for the Level 4 Diploma in Regulated Financial Planning to continue his progression within OCM. Kai is responsible for producing annual review letters and documents for our clients, as well as other general administration and paraplanning duties.

In his free time, Kai enjoys the outdoors, going on mountain hikes all around the UK and rock climbing. When he is not outdoors, he is usually at home watching movies, both old and new.

Scott is a Chartered Wealth Manager and a Chartered Financial Planner with over 25 years’ experience in International and Family Office environments. He particularly enjoys complex cases and believes strongly in the value that good advice can add to our clients’ overall happiness, in addition to their financial wellbeing. Outside of the office Scott can often be found on the golf course or in a Spanish Language class!

Anne-Marie recently joined the OCM team as an Administrator Manager. She brings over 23 years of experience in the financial services sector, where she developed a strong foundation in administration and management.

Outside of work, Anne-Marie is an avid runner and enjoys returning to her home village in Lancashire, where she loves exploring the hills and fells.

Owen has recently joined the Wealth Management team as a Graduate Trainee after completing an undergraduate degree in Finance at the University of Manchester. He is currently enjoying his time in the industry and is looking to start taking the first of many CII exams.
Outside of work, he enjoys travelling back up to Manchester to see his friends, playing rugby and watching West Brom.

Haddi joined the OCM team as an Account Manager with a solid background in client service and financial operations. Originally from The Gambia and now based in the UK, she began her career after graduating with an accounting degree from the University of Northampton.

She initially gained experience working at Metro Bank, where she developed a strong foundation in financial services and customer care. Keen to progress within the finance industry, Haddi made the decision to move into the wealth management space and found OCM to be the ideal environment to grow her career. She is currently working towards completing her ACCA qualification, with the long-term goal of becoming a fully qualified tax advisor.

Outside of work, Haddi enjoys baking, spending quality time with her family and friends, and exploring new cultures.

Both the theoretical and practical methods of learning given by OCM will consequently enable Nas to hone her skills to provide the best level of service for our clients.

Andreea holds a bachelor’s degree in accounting from her home country and has recently completed AAT Level 2 in the UK, with plans to continue her professional development through further studies. She is currently working in the Accounting Department, where she actively supports her colleagues and contributes to day-to-day financial operations. Andreea is passionate about growing her expertise in accounting and is committed to building a successful career in the field.
Outside of work, Andreea enjoys going out, travelling, and dancing activities that reflect her energetic and sociable personality.

Amy joined OCM as Employee Benefits Manager in November 2025. After graduating from Nottingham Trent University with a BA in Furniture and Product Design, she discovered she enjoyed project planning and people-focused work. This led her to begin her career with a local Employee Benefits provider, where she found real purpose in helping organisations enhance their benefits packages and support employee wellbeing.

With more than 10 years’ experience in the Employee Benefits industry across a range of roles, Amy brings her EB knowledge and enthusiasm to OCM. She is passionate about further building OCM’s Employee Benefits proposition and values working collaboratively, learning from others, and creating positive experiences for clients and colleagues alike.

Outside of work, Amy is into to health and wellness. She’s a keen gym-goer, has completed two HYROX events, and enjoys reformer Pilates and Bounce Fitness. She also loves exploring new places, discovering art and design, shopping and spending time outdoors with friends and family.

Cosmin recently completed a BSc (Hons) in Finance and Investment and joined OCM in 2025 as a graduate trainee within the Asset Management division. His interest in global markets and asset management was developed through academic study and strengthened by independent trading experience, where he has gained practical exposure analysing macroeconomic trends, commodities and major market indices. He has a strong interest in investment strategy, risk management and portfolio construction, and is committed to continually expanding his expertise in finance through additional professional certifications and ongoing development.

Outside of work, Cosmin is highly active and enjoys gym training, running and cycling. He is always striving to push his limits and grow through consistent effort. He also enjoys reading, travelling and exploring new ideas across finance, technology and global economics.

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 achieved her chartered status, and she has recently achieved her Fellowship in addition to this! She also started her MBA in 2025 with Warwick Business School!

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!

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

Jessica started as an Account Manager at OCM in February 2022 and has now progressed to Head of Paraplanning. Jessica is also one of the firms Mortgage and Protection Advisers. She began her career in Financial Services in 2016, as an apprentice at a Wealth Management firm.

Outside of work, Jessica is mostly found spending her weekend across the countryside with her labrador, Frank. She also enjoys travelling to visit friends and family across the coast in Dorset and Brighton.

Outside of work, Jessica is mostly found spending her weekend across the countryside with her labrador, Frank. She also enjoys travelling to visit friends and family across the coast in Dorset and Brighton.

Chris joined OCM at the beginning of October 2018 and is an Administration Manager, providing support to both the IFA’s and Paraplanners.

Chris has adapted well to the fast paced world of financial services and is taking Paraplanning qualifications.

Out of the office, you will find Chris fitness training, running or being inventive in the kitchen.

Ellie joined OCM in October 2021 after finishing her A-levels. She knew she wanted to go into the finance industry from school, so decided to do an apprenticeship and applied for the position at OCM!

Ellie used to work providing support to the accounts team working closely with Victoria and Yvonne learning something new every day. During this time Ellie completed her Level 2 Bookkeeping exam with AAT.

For the past year, Ellie has been a Personal Assistant to Charlie Lodge(APFS) providing close support to her and her clients.

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.

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)

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.

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.

Outside of work, Ravenna enjoys spending time with her partner & cat, Zola, shopping 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!

Scott is a Chartered Wealth Manager and a Chartered Financial Planner with over 25 years’ experience in International and Family Office environments. He particularly enjoys complex cases and believes strongly in the value that good advice can add to our clients’ overall happiness, in addition to their financial wellbeing. Outside of the office Scott can often be found on the golf course or in a Spanish Language class!

Joel is a BA Modern Foreign Languages graduate from the University of Birmingham and joined OCM as an Account Manager. He is currently working as a part of the administration team.

Joel has worked in the banking industry for almost two years and loves meeting new people, as well as learning from and supporting his colleagues as part of a team.

Languages are his passion; he is fluent in French and Spanish, but he is also learning Italian and Japanese in his spare time. He likes running, spending time with friends and family and travelling, both in the UK and abroad.

Alice joined the OCM family in 2025 as an Associate Wealth Manager to support the team’s wealth managers and their clients. Having started her career in financial services in 2010 working for State Street global fund services alongside her degree reading Economics and Finance, Alice spent five years at Schroders Plc as a property fund analyst managing assets on behalf of institutional clients. While fascinated by the world of commercial property, Alice felt too far removed from the client and with a move out of the city of London in 2021 came a move across to the private client world. Alice holds the CFA Certificate in Investment Management and the CII’s Diploma in Financial Planning and is currently working towards chartered and fellowship status.

Outside of work Alice and her husband are kept busy with their ever-growing family, labrador and runner ducks in tow! And as an islander at heart, having grown up in Hong Kong, the Isle of White and Guernsey, holidays are spent beside (or on!) the sea with good food and even better company.

Anne-Marie recently joined the OCM team as an Administrator Manager. She brings over 23 years of experience in the financial services sector, where she developed a strong foundation in administration and management.

Outside of work, Anne-Marie is an avid runner and enjoys returning to her home village in Lancashire, where she loves exploring the hills and fells.

Hugo completed his university placement year with OCM before returning to Nottingham Trent University to finish his final year. He has since rejoined the firm as a graduate within the Wealth team and is now working towards his professional qualifications within Charlies team.

Outside of work, Hugo enjoys shooting and golf, as well as travelling around the country to spend time with friends!

Monica has worked in Banking and Finance since 2012. She joined OCM from Nationwide Building Society after providing advice on mortgages and investments.

Now Monica is at OCM, she hopes to develop further in the Wealth Management part of the industry by increasing her professional qualifications and holistic advice expertise. She hopes to play a vital role in delivering long-term peace of mind for clients and their families through managing, growing, and protecting their wealth.

Outside of work, she’s surrounded by her chaotic family and friends. She can often be found cooking her famous Spring Rolls whilst dodging Nerf gun pellets with the F1 in the background.

Owen has recently joined the Wealth Management team as a Graduate Trainee after completing an undergraduate degree in Finance at the University of Manchester. He is currently enjoying his time in the industry and is looking to start taking the first of many CII exams.
Outside of work, he enjoys travelling back up to Manchester to see his friends, playing rugby and watching West Brom.

Amy joined OCM as Employee Benefits Manager in November 2025. After graduating from Nottingham Trent University with a BA in Furniture and Product Design, she discovered she enjoyed project planning and people-focused work. This led her to begin her career with a local Employee Benefits provider, where she found real purpose in helping organisations enhance their benefits packages and support employee wellbeing.

With more than 10 years’ experience in the Employee Benefits industry across a range of roles, Amy brings her EB knowledge and enthusiasm to OCM. She is passionate about further building OCM’s Employee Benefits proposition and values working collaboratively, learning from others, and creating positive experiences for clients and colleagues alike.

Outside of work, Amy is into to health and wellness. She’s a keen gym-goer, has completed two HYROX events, and enjoys reformer Pilates and Bounce Fitness. She also loves exploring new places, discovering art and design, shopping and spending time outdoors with friends and family.

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.

Steph joined OCM in April 2024 to join the Asset department.

Steph has been working within the financial sector for 18 years, roles ranging from an administration assistant to a business development manager. She enjoyed leading and developing a team through many changes within her previous role. Steph is keen to extend her knowledge and is looking forward to a new challenge with OCM.

Outside of work Steph enjoys spending time with her family and loves weekends away with her friends.

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.

Lucas has completed a BA (Hons) in Business Management with Accounting and Finance. Joining OCM in January 2024 as a graduate trainee within the asset management team. Lucas’ interest in global markets and investment stemmed from university and he naturally found himself looking for a career within the industry. He is looking forward to learning more about global macroeconomics, portfolio management and trading. With ambitions of a portfolio analyst or trading role in the future.

Outside of work Lucas is a devoted motorsports fan who loves F1, he has competed in the British karting championships since he was 6 years old, and he is currently pursuing his ARDS test for a licence to race cars. He also enjoys swimming and travelling.

Cosmin recently completed a BSc (Hons) in Finance and Investment and joined OCM in 2025 as a graduate trainee within the Asset Management division. His interest in global markets and asset management was developed through academic study and strengthened by independent trading experience, where he has gained practical exposure analysing macroeconomic trends, commodities and major market indices. He has a strong interest in investment strategy, risk management and portfolio construction, and is committed to continually expanding his expertise in finance through additional professional certifications and ongoing development.

Outside of work, Cosmin is highly active and enjoys gym training, running and cycling. He is always striving to push his limits and grow through consistent effort. He also enjoys reading, travelling and exploring new ideas across finance, technology and global economics.