Business Details
22 Years
experience
Your Trusted Partner for Wealth Management 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 pride ourselves on client focus, independence, and transparency, with a commitment to exceptional service and tailored strategies. Our Chartered status reflects adherence to the highest technical standards and continuous professional development, ensuring clients receive unbiased advice and strong performance. We specialize in Outcome-Based Investing, emphasizing dynamic asset management aligned with macroeconomic trends, while maintaining a disciplined approach to risk.Our team of Chartered professionals delivers personalized wealth management solutions for private clients, wealthy families, and corporate entities, supported by a Gold Standard accreditation for pension transfer advice. With offices in Northampton, we are authorized and regulated by the Financial Conduct Authority, prioritizing fair fees, open communication, and long-term client relationships.
Services
Wealth Management
Asset Management
Financial Planning
Tax Planning
Pension Services
Details
- Year established: 2004
Highlights and features
- Chartered Financial Planners since 2010 with individually certified senior wealth managers
- Outcome-Based Investing philosophy focused on dynamic, cyclically adjusted asset management
- Gold Standard Pension Transfer Advice specialist firm accreditation
- FCA-regulated with transparent fees and open communication
- Over 20 years of experience serving private clients and corporate entities
Associations and certifications
- Chartered Insurance Institute
- Financial Conduct Authority
What people say
Trust-based professional relationship
Outperformed high street banks
Personalized advice
Complex wealth management scene
Detailed information gathering
Services
Wealth Management
We create tailored strategies to help clients achieve financial independence through holistic planning. Our approach combines investment management, tax efficiency, and estate planning to address individual goals. With Chartered professionals and FCA regulation, we ensure technical excellence and ethical conduct in all client interactions.
Asset Management
Our Discretionary Fund Management uses Outcome-Based Investing to balance growth and capital protection. We offer volatility-managed portfolios, ESG options, and low-cost solutions while maintaining disciplined risk management aligned with client objectives.
Tax Planning
We minimize tax liabilities through strategic planning integrated with wealth management. Services include inheritance tax mitigation, corporate tax solutions, and compliance-focused strategies while maintaining FCA-regulated financial advice.
Pension Services
We offer pension setup, review, and transfer advice with Gold Standard accreditation. Our services cover personal, corporate, and executive pensions, ensuring flexible retirement income solutions aligned with long-term financial goals.
Family Office
Specialized services for high-net-worth families include estate planning, intergenerational wealth transfer, and bespoke investment strategies. Our team addresses complex needs with a focus on long-term financial security and family legacy.
People
Jason Stather-Lodge
CEO and CIO & Founder
With over 20 years in wealth management, Jason founded OCM in 2004. He leads investment strategy and client relations, combining technical expertise with a client-first approach to deliver outcome-focused solutions.
Questions
What services does OCM Wealth Management offer?
We provide wealth management, asset management, financial planning, tax planning, and pension services for individuals and corporate clients.
Are you regulated by financial authorities?
Yes, we are authorized and regulated by the Financial Conduct Authority (FCA Registration No: 418826).
What is Outcome-Based Investing?
Our OBI philosophy focuses on dynamic asset management aligned with macroeconomic trends to deliver client-specific financial outcomes.
Do you specialize in pension transfers?
Yes, we hold a Gold Standard accreditation for pension transfer advice from the Personal Finance Society.
How do you ensure tax efficiency in wealth management?
Our tax planning services focus on minimizing losses to tax while developing strategic, cost-effective solutions for clients.
