Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 1 )

Pensions ( 5 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 10 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 2 )

£100k - £200k ( 3 )

Up to £50k ( 1 )

Client reviews

First impression from a user who is not yet a client

September, 2013

Overall

Please provide a brief comment about your experience with Jason

First impression from a user who is not yet a client

April, 2013

Overall

Please provide a brief comment about your experience with Jason

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Hertfordshire

How has Jason Stather-Lodge helped you?

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.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Jason Stather-Lodge helped you?

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.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Middlesex

How has Jason Stather-Lodge helped you?

Long term relationship that has developed mutual trust.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Jason Stather-Lodge helped you?

.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Northamptonshire

How has Jason Stather-Lodge helped you?

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.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Jason Stather-Lodge helped you?

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

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Northamptonshire

How has Jason Stather-Lodge helped you?

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.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Northamptonshire

How has Jason Stather-Lodge helped you?

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.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Derbyshire

How has Jason Stather-Lodge helped you?

My adviser has a broad understanding of the markets and acts quickly to market trends

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in West Yorkshire

How has Jason Stather-Lodge helped you?

Professional level of service. Prompt action when required. I feel that my needs are fully met.