OCM Wealth Management Ltd

OCM Wealth Management Ltd Every client who chooses OCM as a Partner entrusts us to manage their or their clients financial future with care and diligence.

As a leading multi disciplined practice, we pride ourselves in our ability to work in partnership with our clients and by listening, we understand your objectives. That deep understanding, and our unique way of illustrating your objectives, combined with an innovative and client focused investment process, truly puts you at the centre of everything we do. Every client who chooses OCM as a Partner

entrusts us to manage their or their clients’ financial future with care and diligence and that is at the heart of what we do, whether they are a wealth management client, a charity, a trustee or another professional firm appointing us to manage their clients’ assets and financial future.

Address

Northampton
NN4 7YD

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

0845 338 1971

Website

Products

1. OCM Wealth Management – Focused on delivering financial planning and asset management as a combined solution, for private clients, corporate entities and company directors.

2. OCM Asset Management – A standalone DFM for third party IFA’s or FA’s as a Centralised Investment Proposition.

3. Solicitors & Accountants – A Professional Partnership solution that can be as simple as a referral programme or as complex as individually branded Joint Ventures.

4. Charities & Trusts – Focused on delivering cash flow modelling, financial planning and asset management as a combined solution to Trusts and Charities up to £20m in size.

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