Manager
HNW Wealth Managers
London
Trusts
Business owners
Entrepreneurs
HNW
Financial Services
Wealth Management & Private Banking
United Kingdom
Wealth adviser
Spear's Review
It took little over three years for India Riley to rise through OCM Wealth Management’s ranks, moving from her role as a senior advisory support in 2016, to becoming a wealth manager in 2018 and latterly a senior wealth manager in 2020. She provides HNWs with a ‘first-class service’, according to the firm and, in all, has close to a decade of experience in private client service.
Riley specialises in looking after UK-based clients, many of whom are entrepreneurs, business owners, HNWs or trusts. The adviser believes she has learnt about service ‘from the best’, having been mentored by CEO Jason Stather-Lodge, whom she admires for ‘always putting the client first’. Riley qualified as a chartered financial planner in 2021.
As of June 2024, India Riley is on maternity leave.