The Power of 3 runs through the core of OCM as we have three professional disciplines brought together allowing us to deliver such a powerful client focused proposition. As an Independent Chartered Financial Planning Firm, a Discretionary Asset Manager and Tax planning specialist, we utilise the power of 3, to ensure we deliver a seamless and first class, cost and time efficient service to clients. This is because at OCM we truly believe Our Clients Matter.
The Power of 3
Chartered
Financial Planners
The concept of Chartered professionalism traces its roots back many centuries, to the years following the Norman invasion in 1066.
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Taxation
& Accounting
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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Discretionary
Asset Managers
At OCM our investment philosophy is called Outcome Based Investing (OBI) that uses dynamic, cyclically adjusted, portfolio asset management, to focus on delivering the “Outcome” for the client, and at the same time trying to keeping the volatility low.
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