30 minutes · no obligation
Discovery Call
A relaxed first conversation, on your agenda. We’ll tell you honestly whether we can help. Nothing to prepare.
Welcome to OCM Wealth Management
Clear advice. Personal service.
Long-term relationships.
Book a Discovery CallDownload Our Investment Approach
Who We Serve
You’ve worked hard for this
Planning retirement, managing a sale or an inheritance, or making sure the next generation is looked after. We build the plan around your life, not around a product.
Your business and your money are tangled together
Extracting profit efficiently, planning an exit, protecting against key-person risk. We join up the corporate and the personal so they stop pulling against each other.
You’re responsible for someone else’s money
Governance, reporting and investment discipline that stands up to scrutiny, so you can meet your duties with confidence.
Your wealth is significant — and complicated
Investment, tax, succession and the practical realities of wealth across generations, coordinated by one dedicated team.
One team. Every stage of your financial life.
Structured, expert-led advice for building, preserving and transitioning wealth — matched to where you are today.
What working with us actually looks like.
No surprises, no pressure — here’s the whole path before you commit to anything.
the full picture
Understanding You
Your finances, your family, and what you actually want your money to do. The part most firms rush — and we don’t.
built around you
Your Written Strategy
A clear, plain-English plan — every recommendation explained, with the reasoning behind it.
all in one place
Putting It to Work
Planning, investment and tax, executed together by one team rather than three that never speak.
the long game
Staying on Track
Regular reporting and structured reviews keep the plan aligned with your life as it changes.
Plenty of firms say “independent” and “experienced.” Fewer can tell you what they believe and why it’s different. Here’s where we stand.
Why OCM, and not the firm down the road.
What we believe
Invest for the long term, not the headline. Evidence-based, globally diversified, built around your appetite for risk.
How we decide
Our in-house Investment Committee makes the calls through a disciplined, centralised research process never outsourced.
What’s different
The Power of 3: independent advice, in-house discretionary management, and proactive tax planning, delivered as one.
What it means for you
One team that sees everything. A plan where planning, investment and tax all pull the same way — yours.
Our Founder
I started OCM in 2004 because I’d watched too many people be sold advice instead of given it. So we built something different — bringing together independent advice, proactive investment management and tax planning under one roof, working as one.
Twenty plus years on, the relationships we’ve made and the families’ dreams realised are still what we are proudest of.
Jason Stather-Lodge
Founder, CEO & Chief Investment Officer
Chartered & Certified Financial Planner · 30+ years' experience
In our clients’ words.
Long term relationship that has developed mutual trust.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
Jason is always available, friendly and totally trustworthy. He listens carefully to what I am looking for, asks insightful questions to help us both think through the issues and comes back with good recommendations. I never feel he is trying to sell me something but rather that he is trying his best to help me achieve my financial goals.
Jason is extremely knowledgeable and very personable, always on hand with sound advice with a great understanding of your needs and what is right for you in terms of financial planning. His team support him with thorough and comprehensive reporting making OCM an excellent wealth management service. I would have no hesitation in recommending him and OCM.
Jason is a young and experienced man who takes a personal and individual interest in your own situation, and after careful analysis makes a detailed proposal. Furthermore he follows this up with a quarterly review in a personal meeting.
Long term colleague from a previous employer, Seems to be up to speed with many major challenges that face investors in the present uncertain economic times
OCM have always provided us with timely advice to ensure our needs are met and spent time with us to nderstand our goals and objectives.
Jason, although older than in the photo has always looked after us in a very friendly and professional manner and i would be delighted to refer him onto others.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
My adviser has a broad understanding of the markets and acts quickly to market trends
Long term relationship that has developed mutual trust.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
Jason is always available, friendly and totally trustworthy. He listens carefully to what I am looking for, asks insightful questions to help us both think through the issues and comes back with good recommendations. I never feel he is trying to sell me something but rather that he is trying his best to help me achieve my financial goals.
Jason is extremely knowledgeable and very personable, always on hand with sound advice with a great understanding of your needs and what is right for you in terms of financial planning. His team support him with thorough and comprehensive reporting making OCM an excellent wealth management service. I would have no hesitation in recommending him and OCM.
Jason is a young and experienced man who takes a personal and individual interest in your own situation, and after careful analysis makes a detailed proposal. Furthermore he follows this up with a quarterly review in a personal meeting.
Long term colleague from a previous employer, Seems to be up to speed with many major challenges that face investors in the present uncertain economic times
OCM have always provided us with timely advice to ensure our needs are met and spent time with us to nderstand our goals and objectives.
Jason, although older than in the photo has always looked after us in a very friendly and professional manner and i would be delighted to refer him onto others.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
My adviser has a broad understanding of the markets and acts quickly to market trends
Long term relationship that has developed mutual trust.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
Jason is always available, friendly and totally trustworthy. He listens carefully to what I am looking for, asks insightful questions to help us both think through the issues and comes back with good recommendations. I never feel he is trying to sell me something but rather that he is trying his best to help me achieve my financial goals.
Jason is extremely knowledgeable and very personable, always on hand with sound advice with a great understanding of your needs and what is right for you in terms of financial planning. His team support him with thorough and comprehensive reporting making OCM an excellent wealth management service. I would have no hesitation in recommending him and OCM.
Jason is a young and experienced man who takes a personal and individual interest in your own situation, and after careful analysis makes a detailed proposal. Furthermore he follows this up with a quarterly review in a personal meeting.
Long term colleague from a previous employer, Seems to be up to speed with many major challenges that face investors in the present uncertain economic times
OCM have always provided us with timely advice to ensure our needs are met and spent time with us to nderstand our goals and objectives.
Jason, although older than in the photo has always looked after us in a very friendly and professional manner and i would be delighted to refer him onto others.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
My adviser has a broad understanding of the markets and acts quickly to market trends
Long term relationship that has developed mutual trust.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
Jason is always available, friendly and totally trustworthy. He listens carefully to what I am looking for, asks insightful questions to help us both think through the issues and comes back with good recommendations. I never feel he is trying to sell me something but rather that he is trying his best to help me achieve my financial goals.
Jason is extremely knowledgeable and very personable, always on hand with sound advice with a great understanding of your needs and what is right for you in terms of financial planning. His team support him with thorough and comprehensive reporting making OCM an excellent wealth management service. I would have no hesitation in recommending him and OCM.
Jason is a young and experienced man who takes a personal and individual interest in your own situation, and after careful analysis makes a detailed proposal. Furthermore he follows this up with a quarterly review in a personal meeting.
Long term colleague from a previous employer, Seems to be up to speed with many major challenges that face investors in the present uncertain economic times
OCM have always provided us with timely advice to ensure our needs are met and spent time with us to nderstand our goals and objectives.
Jason, although older than in the photo has always looked after us in a very friendly and professional manner and i would be delighted to refer him onto others.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
My adviser has a broad understanding of the markets and acts quickly to market trends
Long term relationship that has developed mutual trust.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
Jason is always available, friendly and totally trustworthy. He listens carefully to what I am looking for, asks insightful questions to help us both think through the issues and comes back with good recommendations. I never feel he is trying to sell me something but rather that he is trying his best to help me achieve my financial goals.
Jason is extremely knowledgeable and very personable, always on hand with sound advice with a great understanding of your needs and what is right for you in terms of financial planning. His team support him with thorough and comprehensive reporting making OCM an excellent wealth management service. I would have no hesitation in recommending him and OCM.
Jason is a young and experienced man who takes a personal and individual interest in your own situation, and after careful analysis makes a detailed proposal. Furthermore he follows this up with a quarterly review in a personal meeting.
Long term colleague from a previous employer, Seems to be up to speed with many major challenges that face investors in the present uncertain economic times
OCM have always provided us with timely advice to ensure our needs are met and spent time with us to nderstand our goals and objectives.
Jason, although older than in the photo has always looked after us in a very friendly and professional manner and i would be delighted to refer him onto others.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
My adviser has a broad understanding of the markets and acts quickly to market trends
Long term relationship that has developed mutual trust.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
Jason is always available, friendly and totally trustworthy. He listens carefully to what I am looking for, asks insightful questions to help us both think through the issues and comes back with good recommendations. I never feel he is trying to sell me something but rather that he is trying his best to help me achieve my financial goals.
Jason is extremely knowledgeable and very personable, always on hand with sound advice with a great understanding of your needs and what is right for you in terms of financial planning. His team support him with thorough and comprehensive reporting making OCM an excellent wealth management service. I would have no hesitation in recommending him and OCM.
Jason is a young and experienced man who takes a personal and individual interest in your own situation, and after careful analysis makes a detailed proposal. Furthermore he follows this up with a quarterly review in a personal meeting.
Long term colleague from a previous employer, Seems to be up to speed with many major challenges that face investors in the present uncertain economic times
OCM have always provided us with timely advice to ensure our needs are met and spent time with us to nderstand our goals and objectives.
Jason, although older than in the photo has always looked after us in a very friendly and professional manner and i would be delighted to refer him onto others.
Professional level of service. Prompt action when required. I feel that my needs are fully met.
My adviser has a broad understanding of the markets and acts quickly to market trends
£800m+
Advised on behalf of our clients
22+
Independent since 2004
40+
Advisers & coaches, one team
Chartered
CII Chartered firm status
99%
Clients stay with us, year on year
The questions worth asking.
Anything else? A 30-minute discovery call is the quickest way to get straight answers.
How much do I need to invest to work with OCM?
It depends on your situation. As a guide: our Financial Services team works with clients below £250k, Wealth Management covers £250k–£3m, and our Family Office is designed for families with £3m and above. Not sure where you fit? A short call will point you to the right place.
How are your fees structured?
We’re transparent on cost. Fees are agreed and explained clearly before any chargeable work begins and agreed with you in writing, so you always know what you’re paying, when and why.
The initial fees OCM charges are 1% or less and we cap initial fees for clients and will depend on the amount being invested. We often spread that charge so it is taken from growth and not capital. .
The ongoing fees OCM charge our clients range from 0.95% per annum (for clients with AUM below £2.5m to 0.5% per annum for clients with more than £10m of AUM. For larger family office clients we offer bespoke terms based on the services being delivered and breadth of advice being given.
Because we’re independent, our advice isn’t influenced by commission.
What happens in a first meeting?
An informal 30-minute conversation, no obligation, with you setting the agenda. We listen, answer your questions, and give you an honest view of whether and how we can help. No pressure to proceed.
Are you genuinely independent?
Yes. We give independent financial advice, not tied to any provider’s products and recommend what’s right for you across the whole market.
How is my money protected?
OCM Wealth Management is authorised and regulated by the FCA (Registration No. 418826). Investments are held with [a regulated third-party custodian that we will recommend based on the needs of our clients from our panel, and eligible clients are covered by the Financial Services Compensation Scheme (FSCS).
What is your investment philosophy?
Long-term, evidence-based, diversified and risk-managed with six different solutions that provide clients with choice and diversification of strategy. Decisions as regards to the geographic asset allocation are made by our in-house Investment Committee through a disciplined research process, so the people managing your money sit in the same firm as your adviser.
Can I leave if I’m not happy with the service?
Yes. We earn the relationship every year and don’t lock you in. If the service isn’t right for you, we’ll make moving on straightforward. There are no exit penalties and no restrictions, we keep our clients because they value what we do.
How often will I hear from my adviser?
You’ll have structured reviews and regular reporting as standard, plus a named team you can reach whenever something changes in your life. The periodicity of reviews depends on which area of the business looks after you. For Family office clients it is multiple times a month and for Financial services it is annually. Every service is delivered based upon the client’s needs and objectives.
