DFM Testimonials

Denis Rafter – Rafter Associates

At last, after 30 years, we have the Investment Management service which allows us to produce meaningful cash flow reports – desired investment outcomes are like a breath of fresh air. Thank you very much Jason and your wonderful team, keep up the great work”

Ian Muirhead MD – SIFA

“Jason is a great innovator, and the processes he has developed place OCM at the forefront of the adviser community in terms of cost-efficiency and client service.”


“I met Jason more than 5 years ago and was instantly impressed with his grip on investments. His powerful motivation to understand the world of investments combined with his no-nonsense approach to communicating with clients has propelled him on a path of intellectual discovery which has led him to become one of today’s best all-round financial advisers in the UK. I was so impressed with the investment methodology at OCM I decided to join so my clients may benefit from its “outcome” based approach to investment advice.”

Clive Waller – CWC Research

“We talk to hundreds of IFAs about their businesses in a very structured fashion. Very few are in the highest category. Jason’s business, OCM, is one of the few.”