Jason Stather-Lodge

OCM Wealth Management is a leading Chartered IFA firm that holds Discretionary Asset Management permissions and is very proactive in relation to providing highly porfessional advice, developing outcomes and then managing the underlying assets to achieve those outcomes. As OCM combines the skills of an Independent Financial Advisor with that of a Stockbroker to actively manage your assets whilst we are developing your strategy, we are one of only a handful of firms in the UK to genuinely be a Family Office. We not only look after the current generation, but with effective planning look to plan your affairs constructively, focussing on the current and next generations. We have clients from all backgrounds located all over the country and they all have one thing in common and that is a requirement to be looked after from a financial perspective, in the way an old fashioned bank manager did, but using modern tools and resources. We keep you at the centre of everything we do and because of that our clients are informed, educated and above all else happy with the services we provide.