Charlie Lodge

Spear’s Review 

Charlie Lodge is a chartered wealth manager who has been working at OCM Wealth Management since 2018. 

The firm was founded by her parents, Jason and Maggie, in 2004, and has since grown to manage £800 million worth of assets for some 520 different clients.

Now director of family offices, Lodge focuses her efforts on OCM’s HNW clients, including successful entrepreneurs.

Through its sound and robust investment process, OCM helps clients achieve their financial planning goals, and Lodge makes sure to establish meaningful connections with her loyal client base. She tells Spear’s: ‘The personal touch that we have with clients, and being able to show intergenerational planning ourselves, is, I think, really special in what we do.

‘We really are a one-stop shop for clients,’ she says. ‘For us, it’s really important to make sure that we can holistically review the client and be able to make recommendations in all key areas.’