OCM Wealth Management Ltd

Our Story

At OCM Wealth Management, we are a family-run business committed to delivering exceptional wealth management services to our clients. With a deep understanding of the need to balance investment growth with capital protection, we have developed a unique approach to achieving our clients' long-term financial goals. Our focus is on delivering a nimble and proactive asset management team that uses a modern investment strategy called "Outcome-Based Investing".

Our Services

As a Chartered Financial Planning firm, we combine our skills with taxation and accounting services to provide a seamless delivery of our services to clients. Our team of experienced Wealth Managers and Investment Managers work closely with clients to understand their financial goals and create tailored solutions to achieve them. Our services include:

Tax Planning

We believe that effective tax planning is an essential aspect of achieving long-term financial goals. Our team of tax specialists works closely with clients to identify areas where tax savings can be made and implement strategies to minimize tax liabilities.

Accounting

Our accounting services are designed to provide clients with a clear understanding of their financial situation. Our team of experienced accountants work closely with clients to prepare and present financial statements, ensuring that clients have a complete understanding of their financial position.

Investments

At OCM, we believe that a successful investment strategy is one that is tailored to meet the individual needs and goals of each client. Our team of experienced Investment Managers use a modern investment strategy called "Outcome-Based Investing" to create customized investment portfolios that align with our clients' goals.

Discretionary Asset Management

As a Discretionary Asset Manager, we take a proactive approach to managing our clients' assets, making informed decisions to maximize returns while minimizing risk. Our investment philosophy is centered around Outcome-Based Investing, which uses dynamic, cyclically adjusted portfolio asset allocation to achieve our clients' financial goals.

Our Unique Approach

At OCM, we believe that the key to successful wealth management is to combine three essential skills: Chartered Financial Planning, Taxation, and Accounting. Our unique approach to wealth management ensures that our clients have access to a comprehensive range of services, providing them with peace of mind and confidence in their financial futures.

Our Philosophy

Our philosophy is centered around delivering exceptional client service, utilizing our expertise in Chartered Financial Planning, Taxation, and Accounting to create tailored solutions that meet our clients' unique needs. We believe that every client is different, and therefore, every solution should be tailored to meet their individual goals and circumstances.

Regulation

OCM Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 418826. OCM Asset Management is a trading name of OCM Wealth Management. The Financial Conduct Authority does not regulate all areas of tax planning, estate planning or IHT planning.