OCM Wealth Management Ltd
Initial consultation free
Independent financial adviser
Award Winning Independent Chartered Financial Planners providing our valued clients with holistic professional expertise coupled with a distinctive investment strategy.
We can advise you on
Clients
helped
11helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Jason Stather-Lodge CFP, MCSI, APFS
Chief Investment Officer & Chief Executive Officer
MISS India Riley
Senior Wealth Manager
Miss Charlie Lodge
Wealth Manager and Operations Supervisor
Mr Harry Underwood
Wealth Manager
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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