Wealth Management
Creating a new wave in
wealth management
Our goal is simple: Clarity. We help you answer the questions that matter most, including:
- Can I live the life I want and reach my goals?
- How can I support and safeguard my loved ones?
- How should I invest, structure my estate?
Why OCM Wealth Management?
At OCM, we understand managing wealth and dealing with the complexities it brings, because it’s what we do every day. We are honoured to have won multiple awards over the years in recognition of how we do it.
The company has grown through referrals and that is something we are very proud of, as happy clients have referred friends and colleges to us and that continues to be our greatest source of growth. We feel that giving all clients the OCM Love is reciprocated and ensures we all continue to thrive.
What is Wealth Management?
Wealth management is about protecting, growing, and transferring wealth in a coordinated way – not just choosing investments.
Wealth management is needed today as you approach retirement or have built up assets in excess of £250,000, because managing money effectively becomes more complex as your income, assets, and responsibilities grow, especially as you move towards the extraction of money rather than creation phase of your life.
Wealth Management Services
Our advice spans the full spectrum of financial planning disciplines, ensuring that every element of a client’s financial life works together effectively.
The areas in which we typically advise include:
- Protection Planning – Safeguarding against death or disability
- Pension Planning – Strategies before, during, and after retirement
- Investment Planning – Long-term portfolio management
- Inheritance Tax Planning – Efficient wealth transfer
- Business Planning – Tax, succession, and employee benefits
- Mortgages & Lending – Expert borrowing advice
- Legal & Coaching – Guidance and support
- Accounting Services – Available to all clients
All of the above are considered holistically for every client. We believe effective wealth management requires coordination, clarity, and long-term thinking — not isolated advice.
Expert Advisers, Chartered Standards
All of our advisers are CII Diploma qualified or above, and each is working towards Chartered status with the Chartered Insurance Institute (CII), reflecting our commitment to professional excellence and continuous development.
Why Engage in Wealth Management?
Wealth management is not just about investments. It is about protecting, growing, and transferring your wealth with clarity and purpose. At OCM, we bring structure to your financial life — ensuring every decision supports your long-term goals.
Planning
A clear plan that aligns your pensions, investments, business interests, and personal goals.
Protection
Financial security for you, your family, and your business in the event of death, illness, or disability.
Tax Efficiency
Structured planning to minimise unnecessary tax and preserve more of your wealth.
Investment Discipline
Strategic, diversified portfolios built around your objectives, not market noise.
Retirement Confidence
Sustainable income planning so you can enjoy retirement without uncertainty.
Succession Planning
Efficient transfer of wealth to the next generation, with business and inheritance strategies aligned.
Holistic Advice
All areas, pensions, investments, protection, mortgages, business, and legal united in one strategy.
The Team
Experience matters. Coordination matters more.
Our Chartered Financial Planners supported by individuals embarking on that journey and being at least diploma qualified with the CII, combine deep technical knowledge with a collaborative approach, ensuring that pensions, investments, tax planning, protection, and business interests are aligned within one clear strategy.
Rather than fragmented advice from multiple providers, we deliver structured guidance under one roof — bringing order, discipline, and long-term thinking to your financial affairs.
The result is cohesive advice, delivered with confidence.
Charlie Lodge
Chartered Wealth Manager (CII) / Director
India Riley
Chartered Wealth Manager (CII)
Peter Botterill
Senior Wealth Manager
Frances Noons
Senior Wealth Manager
Scott Dunlop
Chartered Wealth Manager (CII & CISI)
Alice Rose
Associate Wealth Manager
Lewis Green
Associate Wealth Manager
Colin Davis
Chartered Fellow (CISI)
Jessica Wilkins
Mortgage Adviser
OCM Wealth Management
We combine Chartered Financial Planning, Discretionary Asset Management, and Tax Planning to deliver seamless, all-in-one solutions for our clients.
Contact
HQ
Take Control of Your Financial
Future Today
Take the first step towards a coordinated, long-term financial strategy. Speak with OCM today or explore our Wealth Management Brochure for more details.
