Meet the Team

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.

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 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.

She has previous experience working in a Law firm as an Accounts Assistant and recently completed an apprenticeship in Business Administration. Aleema is new to the world of finance and is keen to broaden her knowledge and is excited to challenge herself.
Aleema is looking forward to furthering her career with OCM, alongside gaining qualifications to help support her role here.
When Aleema is not in the office she enjoys travelling to new places and sightseeing. She loves going for long walks, socialising with her friends and trying different foods in new restaurants!

Anil 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.

Outside of working in financial services, Alex has enjoyed a 12-year professional rugby career and is currently still playing semi-professionally. In his free time when he is not studying towards his degree, Alex can be found in local coffee shops, going to the gym or spending time with friends and family.


Much of the work Caroline does involves pension transfers and Inheritance Tax Planning. It is important that the solutions recommended are right for the clients and that the financial plans are put in place to enable them to achieve their goals and objectives. Caroline says that joining OCM has allowed her to be part of a great team who all work tirelessly to ensure that the client is at the center of all that they do.
Caroline is married with two boys, who eat her out of house and home! She is kept busy with the menagerie of pets she has, including three Springer Spaniels and three ferrets. In her spare time, Caroline enjoys walking the dogs, watching Rugby and Moto GP.

Carolyn now has 3 grown up daughters, and 5 grandchildren! Her and her husband Tony live in the countryside with their beloved pets. They both love to spend time outdoors, either taking the dogs on long walks or cycling. Carolyn is also an avid gardener and loves to spend time looking after her plants. In the evenings she loves entertaining friends in her home, or joining them at the local pub!

Chris 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.

She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!

Outside of work Edward remains an avid tennis player and football fan. Away from sports he enjoys travelling and makes sure to return to Florida every year to enjoy some sun.

Ellie used to work providing administrative support to multiple Advisers, however since April 2022, she has moved over to the accounts team where she loves working closely with Victoria and Yvonne learning something new every day. Ellie is working her way through exams with AAT, and has passed her Level 2 Bookkeeping exam and is now working her way towards Level 3 Diploma in Accounting.
Outside of work Ellie likes to spend time with family, as well as going out shopping and for drinks with her friends

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.

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.

Outside of work, Hugo enjoys playing golf and traveling around the country to visit his friends at university.

She lives in Northamptonshire with her husband, Adam, and dog, Steve, and enjoys countryside walks (especially when they include stopping at the pubs!).

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.

Outside of work, Jessica enjoys travelling to visit friends and family across the coast in Dorset and Brighton. She is also particularly partial to a shopping trip or three and has a love for cooking

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.

Her role involves supporting our Financial Advisors and providing a level of customer service
Kim is a keen campanologist and enjoys travelling the world.


Leigh 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.

Outside of work, Lewis plays football for Bedford Town FC. He also enjoys travelling to see his friends from around the world, and spending time with family at home.

Michael is currently in the Wealth team and is excited to learn and improve his financial knowledge and skills. In Michaels free time he enjoys going to the gym, spending time with family and friends, helping out with his local church and travelling.

Naomi has a strong relationship with clients and enjoys having conversations with them over the phone.
Outside of work, she enjoys spending time with her family and occasionally loves a hot pod yoga session!

Peter 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!

With previous experience in customer service, Pete believes in the importance of putting the needs of our clients first and ensuring that they are the forefront of what we do.
Outside of work, Pete will be out on the golf course, spending time with family and friends or testing out new recipes.

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.

In her spare time, Steph is an avid artist and enjoys spending time outdoors with family and friends.


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.

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

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.

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 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.

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.

She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!

She lives in Northamptonshire with her husband, Adam, and dog, Steve, and enjoys countryside walks (especially when they include stopping at the pubs!).

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!

Having lived in a number of countries during his formative years, Harry enjoys traveling and experiencing different cultures and foods. When he is not abroad, Harry is a keen golfer and skier, spending the rest of his time watching films or relaxing with old school and university friends.
Even though Harry is a Diploma Qualified Wealth Manager, he has set his eyes on becoming Chartered in the next years or so, which we wish him the best of luck with.

Much of the work Caroline does involves pension transfer work and Inheritance Tax Planning. It is important that the solutions recommended are right for the clients and that the financial plans are put in place to enable them to achieve their goals and objectives. Caroline says that joining OCM has allowed her to be part of a great team who all work tirelessly to ensure that the client is at the center of all that they do.
Caroline is married with two boys, who eat her out of house and home! She is kept busy with the menagerie of pets she has, including three dogs, a cat and three ferrets. In her spare time, Caroline enjoys walking the dogs, watching Rugby and Moto GP.


Ellie used to work providing administrative support to multiple Advisers, however since April 2022, she has moved over to the accounts team where she loves working closely with Victoria and Yvonne learning something new every day. Ellie is working her way through exams with AAT, and has passed her Level 2 Bookkeeping exam and is now working her way towards Level 3 Diploma in Accounting.
To broaden Ellie’s knowledge she has now taken on a new roll as Personal Account Manager to Charlie Lodge. She splits her time between the Accounts team and providing close support to Charlie.
Outside of work Ellie likes to spend time with family, as well as going out shopping and for drinks with her friends.

Leigh 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.

Jennifer’s subsequent roles have developed both her knowledge and experience. Prior to joining OCM she spent a number of years working for national employee benefits firms, dealing with group pension and death in service schemes. Now Jennifer is at OCM, she hopes to develop further in the Wealth Management part of the industry, and increase her professional qualifications.
Jennifer currently works alongside the Wealth Managers, providing day to day administration support to both them and the clients.
Being client focused is an important part of her job, along with ensuring and supporting the Wealth Managers carry out their roles for their clients in an effective and productive manner.
Jennifer enjoys spending time with my family and experimenting with cooking. Since moving to Northampton she has also become an avid gardener. As well as this, Jennifer is a keen rugby supporter, cheering on the Northampton Saints at every home game and the occasional away game.
Professional Qualifications
Certificate in Regulated Financial Services Operations
Award in Financial Administration (Life)
Award in Financial Administration (Pensions)
Certificate in Life & Pensions

Chris 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.

Outside of work, Jessica enjoys travelling to visit friends and family across the coast in Dorset and Brighton. She is also particularly partial to a shopping trip or three and has a love for cooking

Michael is currently in the Asset team and is excited to learn and improve his financial knowledge and skills. In Michaels free time he enjoys going to the gym, spending time with family and friends, helping out with his local church and travelling.

Carolyn 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)

She has previous experience working in a Law firm as an Accounts Assistant and recently completed an apprenticeship in Business Administration. Aleema is new to the world of finance and is keen to broaden her knowledge and is excited to challenge herself.
Aleema is looking forward to furthering her career with OCM, alongside gaining qualifications to help support her role here.
When Aleema is not in the office she enjoys travelling to new places and sightseeing. She loves going for long walks, socialising with her friends and trying different foods in new restaurants!

Naomi 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!

In her spare time, Steph is an avid artist and enjoys spending time outdoors with family and friends.

Bradley’s role consists of supporting our Financial Advisers and providing high level administration to our clients.
In his free time Bradley is a Manchester United supporter, he enjoys going to the gym and spending time socialising with friends and family.

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.

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.

Outside of work, Hugo enjoys playing golf and traveling around the country to visit his friends at university.

Outside of working in financial services, Alex has enjoyed a 12-year professional rugby career and is currently still playing semi-professionally. In his free time when he is not studying towards his degree, Alex can be found in local coffee shops, going to the gym or spending time with friends and family.

Her role involves supporting our Financial Advisors and providing a level of customer service
Kim is a keen campanologist and enjoys travelling the world.

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.

Outside of work, Victoria loves to spend as much time with her family as possible, whether on holiday or just days out. She enjoys socialising with her friends and she loves to bake and cook when she has time, as well as going to the cinema and theatre.

Ellie used to work providing administrative support to multiple Advisers, however since April 2022, she has moved over to the accounts team where she loves working closely with Victoria and Yvonne learning something new every day. Ellie is working her way through exams with AAT, and has passed her Level 2 Bookkeeping exam and is now working her way towards Level 3 Diploma in Accounting.
Outside of work Ellie likes to spend time with family, as well as going out shopping and for drinks with her friends

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

She has been a qualified adviser for many years now, and is currently on the route to being charted and is hoping to achieve this in 2023, and is keen to follow her father’s footsteps.
In her free time, she enjoys doing lots of Yoga and Pilates classes, as well as exploring new restaurants with her partner Alex!

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 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.

In her role as Model Portfolio Investment Manager, Georgina helps manage the day to day running of our discretionary portfolios and produces regular analysis on key macroeconomic issues, monitoring and assessing markets to identify opportunities and threats to our client portfolios.
In her free time, you’ll find Georgina baking up a storm at her home in Kettering or working out in the local gym.

Anil 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.

With previous experience in customer service, Pete believes in the importance of putting the needs of our clients first and ensuring that they are the forefront of what we do.
Outside of work, Pete will be out on the golf course, spending time with family and friends or testing out new recipes.

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.


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.