As a family run business, we understand the need to balance the need to receive investment growth with protecting capital. Our focus is delivering a client's long term financial goals, by being a Nimble & Proactive Asset Management Team, using a modern investment strategy called, "Outcome Based Investing". Every client who chooses OCM as a life partner, entrusts us to work with them initially; to define whether their dreams of one day being financially independent are achievable. OCM Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
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As both a Chartered Financial Planning Firm, a Discretionary Asset Manager and Tax planning specialist we combine the three skills to ensure a seamless delivery of all services to our clients. At OCM we have been recognised as a Chartered Firm since 2010 and all our Senior Wealth Managers are Chartered Individually.
The Power of 3 runs through the core of OCM as we have three professional disciplines brought together allowing us to deliver such a powerful client focused proposition. As an Independent Chartered Financial Planning Firm, a Discretionary Asset Manager and Tax planning specialist, we utilise the power of 3, to ensure we deliver a seamless and first class, cost and time efficient service to clients.
The concept of Chartered professionalism traces its roots back many centuries, to the years following the Norman invasion in 1066. That's some track record. In the 21st century, being a Chartered firm is more relevant than ever in terms of winning and securing public trust. At OCM we have been recognised as Chartered Financial under the Chartered Insurance Institute (CII) since 2010 and all of our Senior Wealth Managers are Chartered Financial Planners individually with all other Wealth Managers being on a targeted training and mentor program to become Chartered.
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