Business Details
22 Years
experience
Your Trusted Partner for Financial Advisory Solutions
OCM Wealth Management combines Chartered Financial Planning, Discretionary Asset Management, and Tax Planning to deliver seamless, all-in-one solutions for clients. Established in 2004, we hold Chartered status from the Chartered Insurance Institute (CII) since 2010, reflecting our commitment to technical excellence and continuous professional development. Our team of certified experts specialises in Outcome-Based Investing, focusing on dynamic asset management tailored to individual client goals. Recognised for industry-leading practices, we prioritise client-centric strategies, transparency in fee structures, and ethical conduct enforced by the Financial Conduct Authority (FCA). With a heritage rooted in financial expertise dating to 1066, we serve high-net-worth individuals, families, and corporate clients globally.Our accolades include prestigious awards for excellence in wealth management, underpinned by a philosophy of delivering stable returns while minimising risk. We maintain rigorous compliance standards, including FCA authorisation (Registration No: 418826), and operate with full transparency across tax-efficient solutions, pension planning, and estate management. Our multidisciplinary approach integrates three core professional disciplines to ensure comprehensive wealth strategies. Client trust forms the foundation of our operations, evidenced by long-term relationships and testimonials highlighting our integrity and performance. We provide bespoke services ranging from mortgage advisory to ESG investing, supported by a dedicated team with decades of collective experience in financial markets.
Services
Asset Management
Employee Benefits
Family Office
Wealth Management
Tax Planning
Details
- Year established: 2004
Highlights and features
- We hold Chartered status from the Chartered Insurance Institute since 2010
- Our team includes certified financial planners with 20+ years' industry experience
- We implement an Outcome-Based Investing philosophy for dynamic asset management
- We maintain FCA authorisation (Registration No: 418826) for regulatory excellence
- Our multidisciplinary approach integrates three professional disciplines for comprehensive solutions
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Outperformed high street banks
Trust based relationship
Professional advice
Personalised approach
Detailed market analysis
Services
Asset Management
Our discretionary asset management focuses on dynamic, cyclically adjusted portfolio strategies. We employ Outcome-Based Investing to align with client goals while managing risk across market cycles. With ESG integration and volatility-managed portfolios, we deliver tailored solutions for both individual and institutional investors.
Wealth Management
We create comprehensive wealth strategies addressing financial independence through pensions, tax planning, and estate management. Our holistic approach combines investment management with tax-efficient solutions for high-net-worth individuals and families seeking long-term financial security.
Tax Planning
Our specialist tax planning services focus on minimising liabilities while maximising wealth growth. We provide strategic advice on inheritance tax, capital gains tax, and international tax matters, ensuring compliance with regulatory requirements while optimising financial outcomes.
Family Office
We cater to complex needs of affluent families through bespoke wealth structuring and intergenerational planning. Our services include multi-jurisdictional tax strategies, legacy planning, and coordinated wealth management solutions tailored to high-net-worth family dynamics.
Employee Benefits
We design comprehensive employee benefit packages including pensions, healthcare, and flexible perks. Our services help businesses attract talent while ensuring cost-effective, compliant solutions that deliver value for both employers and employees through competitive provider negotiations.
People
Jason Stather-Lodge
CEO and CIO & Founder
Jason founded OCM in 2004 with a vision to transform wealth management. He combines 20+ years' experience in financial markets with Chartered expertise to lead our investment strategies and client-focused approach.
Questions
What services does OCM Wealth Management offer?
We provide wealth management, asset management, tax planning, family office services, and employee benefits solutions tailored to individual and corporate client needs.
Are you a Chartered Financial Planning Firm?
Yes, we've held Chartered status from the Chartered Insurance Institute since 2010, reflecting our technical excellence and professional standards.
How does your Outcome-Based Investing approach work?
Our OBI philosophy focuses on dynamic asset allocation aligned with client goals, managing risk across market cycles while prioritising stable returns over speculative performance.
Are your services regulated?
We're authorised by the Financial Conduct Authority (FCA Registration No: 418826), though some tax planning areas remain outside FCA regulation.
What client types do you work with?
We serve high-net-worth individuals, families, corporate clients, charities, and financial advisers through tailored wealth management solutions.
