Since 2004, OCM Wealth Management has been a partner to many high-net-worth and ultra-high-net-worth individuals. As a chartered financial planning firm, tax adviser, and a discretionary asset manager, OCM combines these three skills to deliver what it calls the ‘power of three’.

This means that the clients benefit exponentially from the interconnected services received from one delivery point: speeding up the delivery and reducing the costs. Over the years, OCM has evolved to provide a family office solution, for clients with invested assets of over £3m, and work as a holistic wealth manager for those below. It works with every client and their family members to assist them in all aspects of their financial affairs.

Over the past 12 months, OCM has continued developing its staff, with further investment in its graduate training programme, with the first entrants (2018 entry) moving through now to fully supporting the advisers and seniors, as they continue to work towards being chartered with the CII.