Chartered Financial Planners

The concept of Chartered professionalism traces its roots back many centuries, to the years following the Norman invasion in 1066. That’s some track record. In the 21st century, being a Chartered firm is more relevant than ever in terms of winning and securing public trust.

At OCM we have been recognised as  Chartered Financial  under the  Chartered Insurance Institute (CII)  since 2010 and all of our Senior Wealth Managers are Chartered Financial Planners individually with all other Wealth Managers being on a targeted training and mentor program to become Chartered.

The Chartered logo signifies that an individual or an organisation has committed to:

  • The highest levels of technical and professional knowledge and competence through professional qualifications
  • Keeping knowledge and skills up-to-date through continuing professional development
  • Ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions


Holistic Financial Planning is always about looking at the long-term plan and evaluating in full the available options, for all clients when building funds towards retirement or looking at how funds should be taken at retirement.

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The value of investments may fluctuate in price or value and you may get back less than the amount originally invested.  Past performance is not a guarantee of future performance. 

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OCM work with you to help your dreams become a reality. At OCM Wealth Management, we act on your behalf throughout the process of arranging or re-brokering your mortgage.

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Managing Wealth is as much about minimising the losses to tax as it is about managing the development of a strategy and the investments.

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