Ocm Wealth Management
Wealth management, financial planning and investment services for individuals, families, businesses, trustees and charities in the UK
Highlights
- New on EvolcAdded 2026-10-31
About Ocm Wealth Management
OCM Wealth Management provides financial planning, wealth management, in-house discretionary investment management, tax planning, family office services and employee benefits. Its services also include practical support related to bereavement, legal matters and coaching.
It serves individuals, families, business owners, executives, trustees, charities and companies. The firm is based in Northampton and was founded in 2004; it is authorised and regulated by the Financial Conduct Authority and presents a team of more than 45 advisers and coaches.
Product: Financial planning, wealth and investment management, family office services, tax planning and employee benefits.
Jobs at Ocm Wealth Management
Leadership
- Jason Stather-Lodge · CEO/CIO & FounderSource: company website
- Georgina Stone-James · Deputy Chief Investment OfficerSource: company website
- India Riley · Head of Client Services & Senior Wealth ManagerSource: company website
- Jennifer Smith · Head of AdministrationSource: company website
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