Ocm Wealth Management Ltd, Northampton

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updated on 16/07/2020

Opening Times

Hours may differ
FridayFr
09:00 – 17:30
SaturdaySaClosed
SundaySuClosed
MondayMo
09:00 – 17:30
TuesdayTu
09:00 – 17:30
WednesdayWe
09:00 – 17:30
ThursdayTh
09:00 – 17:30
Open.
Closes in  4 h 41 min.
4 h 41 min

Official Data

Official Name
OCM WEALTH MANAGEMENT LIMITED
Reg. office address
3 BOUVERIE COURT, THE LAKES, NN4 7YD, NORTHAMPTON, Northamptonshire England
Company Number
05039809
SIC Code
64999 - Financial intermediation not elsewhere classified
Date of Incorporation
10 Feb 2004
Company Type
Private Limited Company
Previous addresses
5 Mallard Close Earls Barton Northampton NN6 0LS England
38 Manor Road Mears Ashby Northampton NN6 0DU

Description

We are one of only 325 firms in the UK that have been accredited as being Chartered which in conjunction with the fact that we are also a Discretionary Asset Management firm means that as well as giving high quality, trustworthy advice, we also look after your assets once invested on an active not reactive basis. OCM therefore brings together the skills of being one of the country’s highest qualified and accredited Independent Financial Advisory firms, with the skills of a stockbroker in that we can actively manage client assets and manage risk for them.


Company description
As a firm, we have been trading since 2004 and are financially very strong and one of only 500 Chartered Independent Financial Planning firms in the UK. This accreditation, coupled with the fact that we are also a nationally recognised leading Independent Discretionary Asset Manager; make us one of the fastest growing Independent Wealth Management firms in the UK. The single factor that brings all our clients together, is a desire to receive a professional client focused service using Outcome Based Investing (OBI) as the core focus of how the professional service is delivered.
Using OBI not only defines what annualised return a client needs to achieve, but works proactively using assets in multiple currencies from all over the world to deliver that outcome and more, if market conditions are favourable. Our customer service Our Independence Our strategy development to define the client journey The performance of our investment strategies The competitiveness of our charges Our transparency We feel that these principles are what clients deserve, having worked so hard to create their wealth.
If you agree with us, give us a call today to discuss how OCM can work in partnership with you, to deliver the professional service you and your clients deserve.
Keywords:
Financial Planning, Financial Consultants, Retirement Planning, Financial Planners, Fund Management, Tax Efficient Investments, Asset Management Company, Executive Pensions, National Savings, Tax Planning, Investment Strategies, Personal Pensions, Stakeholder Pensions, Organisations, Individual Savings Account, Asset Management Specialists, Proactive Management, Asset Management Firms
Services
Financial Services, Finance
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