OCM Wealth Management

Company Profile

OCM Wealth Management is a unique boutique firm that has been trading for almost 20 years and looks after around 500 wealthy families, with assets under influence in excess of £630 million. 

By harnessing the power of 3, being Chartered Financial Planners, Discretionary Fund Managers and Tax specialists, all clients of OCM receive a seamless, cost-efficient and time-efficient service, with a client-centric approach at the heart of everything they do. It is in their name – Our Clients Matter. 

Since 2004, OCM has helped many High Net Worth and Ultra High Net Worth individuals to achieve their desired goals, as well as adapting and transitioning their portfolios as they move through different life stages. By adopting a dynamic approach to both asset management and wealth planning, it allows the advice OCM clients receive to be proactive, rather than reactive, giving the clients peace of mind, and security that their investments are well placed, with due consideration placed on the investment and legislative environment. 

As a family-run business, they also understand the requirement to balance planning for today, saving for retirement and protecting a legacy for future generations, as well as an underpinning for the risks of ill health or death. As well as being family-run, OCM also operates as a family office, providing a whole menu of services, from intricate IHT planning to mortgages, which means the clients of OCM are able to rest assured knowing that all their financial needs can be catered for. 

They also know that once the financial planning has been done, it is equally as important to deliver stable investment returns over the short, medium and long term, and balance that with protecting capital. Intrinsically, they understand that no one likes shocks, and the need to deliver on agreed outcomes and balance the risks are a core principle of their centralised investment proposition. Through OCM’s sound and robust investment process, they work with clients and advisers to achieve their goals. 

Put simply, OCM is a Wealth Management firm that believes in the intimate, personal relationship that is built between client and adviser, and will always endeavour to make every client, and every member of the team, truly feel like they are part of the OCM family.