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The Power of 3 runs through the core of OCM as we have three professional disciplines brought together allowing us to deliver such a powerful client focused proposition. As an Independent Chartered Financial Planning Firm, a Discretionary Asset Manager and Tax planning specialist, we utilise the power of 3, to ensure we deliver a seamless and first class, cost and time efficient service to clients. This is because at OCM we truly believe Our Clients Matter. Should you wish to speak with one of our professionals, please contact us on 01604 621467.

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OCM Wealth Management Questions

The OCM Wealth Management annual revenue was $2 million in 2024.

Maggie Stather-Lodge is the Director of OCM Wealth Management.

40 people are employed at OCM Wealth Management.

The NAICS codes for OCM Wealth Management are [52399, 5239, 523, 52].

The SIC codes for OCM Wealth Management are [628, 62].

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