ABOUT OCM
Capability to achieve!
What our clients want to achieve is often deeply personal but always fiercely unique.
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What they’re looking for is someone who can help them to aim high and achieve more. Since 2004, we have been that partner to many high net worth and ultra high net worth individuals. As both a Chartered Financial Planning Firm, a Discretionary Asset Manager and Tax planning specialist we combine the three skills to ensure a seamless delivery of all services to our clients.
As a family run business, we understand the requirement to balance the need to plan and mitigate the loss of capital and income to taxation, with saving for retirement and underpinning the risks of ill health or death. We also know that once the financial planning has been done, it is equally as important for us to deliver stable investment returns over the short, medium and long term, and balance that with also protecting capital. It is pointless being a star performer one minute and a fool the next. No one likes shocks, and the need to deliver on agreed outcomes and balance the risks are a core principle of our centralised investment proposition. Through our sound and robust investment process, we work with clients and advisers to achieve their goals.
Trained to the highest industry standards
We can demonstrate our results-based philosophy in action and show you how it has enabled our clients to reach their goals. This is borne out by the many local and national awards we have won and the fact that we hold the prestigious status of Chartered. Our Wealth Managers are all trained to the highest industry standards and we have recently been recognised in the Spears top 500 for being one of the leading Ultra High Net Worth (UHNW) Advisers in the UK.
There are no secrets to delivering success. Success is achieved by dedication, hard work, clear focus, process and experience. We combine those attributes with confidence, dependability and resoluteness. We’re here to help you achieve your objectives and will use all our resources to help make that happen. All you need to do is give us a call or send us an e-mail.
Excellence, Built In
Being a Chartered firm is not simply about individual qualifications — it reflects the culture, standards, and professionalism of the entire organisation.
Why Does Chartered Status Matter as a Firm?
Chartered status, awarded by the Chartered Insurance Institute (CII), is granted only to firms that demonstrate the highest levels of technical competence, ethical conduct, and commitment to ongoing professional development.
What It Means for You
- Higher Standards Across the Firm
Professionalism is embedded throughout the entire team, not just with individual advisers. - Consistent, Structured Advice
Clients receive cohesive, well-governed, and technically sound guidance. - Culture of Continuous Improvement
Ongoing education ensures advice evolves with legislation, markets, and client needs. - Stronger Governance and Accountability
Robust standards and ethical oversight put clients first in every recommendation. - Long-Term Commitment to Excellence
Chartered status reflects stability, credibility, and the highest professional benchmark.
Independent. Experienced.
Working with Your Outcomes in focus.
For further information on our services, please select a service below.
Family Office
The Family Office team is proud to be recognised for expertly serving the needs and ambitions of wealthy families.
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Wealth Management
Wealth management is simple: to create a clear strategy that helps you achieve financial independence.
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Financial Services
We continue to source the most tax efficient and cost-effective wealth management solutions for both individuals and corporate clients.
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Asset Management
Choosing OCM Asset Management means trusting us to help clients achieve their financial goals and outcomes.
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Employee Benefits
OCM Employee Benefits designs packages that inspire, protect, and reward covering pensions and flexible perks.
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Bereavement, Legal & Coaching
OCM provides practical guidance and support connecting you with trusted specialists when life’s challenges arise.
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Ready to take control
of your financial future?
Take the next step towards financial clarity and confidence.
