Business Details
22 Years
experience
Your Trusted Wealth Management Partner in Northampton
OCM Wealth Management combines Chartered Financial Planning, Discretionary Asset Management, and Tax Planning to deliver seamless, client-focused solutions. Established in 2004, we specialise in helping high-net-worth individuals, families, and corporate clients achieve financial independence through tailored strategies. Our Chartered status, awarded by the Chartered Insurance Institute since 2010, reflects our commitment to technical excellence, ethical conduct, and continuous professional development.We prioritise client needs through transparent fee structures, independent advice, and a disciplined investment philosophy centred on dynamic, outcome-driven asset management. Our team of experienced professionals delivers bespoke solutions across wealth planning, pension optimisation, tax-efficient investments, and employee benefits, ensuring clients maintain control over their financial futures while navigating complex markets with confidence.
Services
Asset Management
Employee Benefits
Family Office
Financial Services
Wealth Management
Details
- Year established: 2004
Highlights and features
- We hold Chartered Financial Planner status, demonstrating industry-leading technical competence
- Our team has over 20 years' experience in wealth management and tax planning
- We implement outcome-based investing with dynamic, cyclically adjusted strategies
- Transparent fee structures with no hidden charges across all services
- FCA-authorised firm maintaining strict regulatory compliance standards
Associations and certifications
- Chartered Insurance Institute (CII)
What people say
Outperformed high street banks
Trust based relationship
Care about family
Cream of the crop
Sound advice tailored
Services
Wealth Management
Our wealth management services create tailored strategies to achieve financial independence. We combine investment management, tax planning, and estate structuring to help clients meet long-term objectives. With a focus on transparency and client education, we deliver solutions that balance growth aspirations with risk management.
Asset Management
Outcome-Based Investing drives our asset management approach, using dynamic portfolio strategies adjusted to macroeconomic conditions. We offer volatility-managed and ESG-focused portfolios designed to deliver consistent returns while protecting capital across market cycles for both individual and institutional investors.
Employee Benefits
We design comprehensive employee benefit packages including pensions, healthcare, and flexible perks. Our services help businesses attract talent while maintaining cost-efficiency and compliance, with tailored solutions that enhance staff engagement and long-term retention strategies.
Tax Planning
Our tax planning services focus on maximising after-tax returns through legitimate tax-efficient structures. We specialise in inheritance tax mitigation, pension tax optimisation, and corporate tax strategies that align with overall wealth management objectives while maintaining full regulatory compliance.
Family Office
Tailored family office services address the complex needs of high-net-worth families. We provide coordinated wealth planning, intergenerational transfer strategies, and bespoke investment solutions designed to preserve and grow family assets across multiple generations.
People
Jason Stather-Lodge
CEO and CIO & Founder
Jason founded OCM Wealth Management in 2004 with a vision to create client-centric financial solutions. He combines strategic leadership with investment expertise, maintaining Chartered Financial Planner status and driving the firm's outcome-based investment philosophy.
Questions
What services does OCM Wealth Management offer?
We provide wealth management, asset management, tax planning, employee benefits, and family office services tailored to individual and corporate client needs.
Are you a Chartered Financial Planning firm?
Yes, we've held Chartered status with the CII since 2010, demonstrating our technical excellence and ethical standards.
How do you structure your investment approach?
Our Outcome-Based Investing philosophy focuses on dynamic, cyclically adjusted asset management aligned with client-specific financial goals.
What areas do you cover?
While based in Northampton, we serve clients nationwide across the UK through our comprehensive digital and in-person advisory services.
How are your fees structured?
We maintain transparent fee structures with no hidden charges, providing clear cost breakdowns for all wealth management and advisory services.
