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Company

OCM Wealth Management

Position

Financial Planner

Index

Wealth Managers

Advice type

Family businesses

Financial planning

Tax structuring

Wealth management

Asset class

Trusts

Client types

Entrepreneurs

Business owners

HNW

Private clients

Geographical focus

United Kingdom

Sector focus

Financial Services

Wealth Management & Private Banking

Sports & Leisure

Profile

Ranjeev Ranu

Description

Spear's Review

Ranjeev Ranu works with HNWs and owner-managed businesses and aims to deliver market-beating wealth-management strategies. He has more than 15 years’ experience in the private client wealth and investment management. ‘My financial planning journey started off as a form of science and developed into more of an art form,’ he tells Spear’s.

As well as being a chartered financial planner, Ranu is a fellow (by qualification) of the Personal Finance Society, an associate of the Chartered Institute for Securities and Investment, and an affiliate of STEP, the professional association for inheritance and succession-planning.

He is proud of the firm’s client-focused services and credits OCM founder Jason Stather-Lodge for creating firm foundations to enable this. ‘95 per cent of our clients come through recommendations, and client retention is excellent.’

Adviser Profile

Ranjeev is a Chartered Financial Planner at OCM Wealth Management Ltd.

He joined the financial services profession in 2005, after completing a Masters in Finance, working with a discretionary investment management firm and then moving into their IFA division to broaden his knowledge. Shortly after he progressed to an AIM listed pensions and Wealth Management company, where he gained extensive knowledge in self-invested pensions until 2013, when he joined OCM.

Ranjeev works with private individuals and owner-managed businesses, helping them achieve financial harmony. Being a pension transfer specialist, he also provides consultancy to clients of other professionals in this niche area of advice.

He has achieved the prestigious standard of Chartered Financial Planner status and is a Fellow of the Personal Finance Society by qualification. He is also an Associate of the Chartered Institute for Securities and Investment and a STEP Affiliate.

He describes the start of his Financial Planning journey as a form of science that developed latterly into an art form; from which every client benefits from the vast experience and qualifications he has accumulated over the years. This enables him to analyse client's circumstances in detail and formulate a synopsis of their current position, delivering a full wealth planning strategy that is focused on where they want to be and how they can achieve it.

The past year has seen a cascading of new clients augmenting to his portfolio where he has made a difference and added value – this has been particularly rewarding considering this has been achieved during the COVID-19 Pandemic where OCM Wealth Management had to innovate through the mass uncertainty and can now efficiently work remotely with clients anywhere throughout the UK.

Rank: Recommended

Recommended 2021, HNW Wealth Managers

Email

RRanu@ocmwealthmanagement.co.uk

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