Private Clients

Jason & Maggie as founders of OCM Wealth management in 2004, have created and are recognised as one of the leading boutique wealth management firms in the UK specialising in providing financial advice to clients across the spectrum from those needing simple pension advice or wanting to provide insurance to their loved ones, to managing complex tax products and assets for UHNW clients.  OCM currently reports on assets for 150 Private Clients families and trusts with Assets under Management totalling circa £250m of which £207m is actively managed. (August 2015)

Our position as a leading advisory firm is recognised in receiving both local and national awards as voted for by our clients and within the industry as we are consistently being recognised as one of the top 100 IFA firms in the country by New Model Adviser.

As a leading multi-disciplined Chartered Financial Planning practice, we pride ourselves in our ability to work in partnership with our clients and by listening, we understand your objectives. That deep understanding, and our unique way of illustrating your objectives, combined with an innovative and client focused investment process, truly puts you at the centre of everything we do.

Our Wealth Managers  are all trained to the highest industry standards. As a firm we pride ourselves in ensuring our clients are both proactively advised and proactively informed. Areas in which we can help you are:-

  1. Holistic Financial Planning
  2. Investment Management
  3. Retirement Planning
  4. Tax & Estate Planning
  5. Family Protection
  6. Corporate Financial Planning

To understand more about the full or individual services please refer to the individual tabs above.