OCM Wealth Management

OCM Wealth Management is a family-run wealth management firm based in Northampton, England. We empower individuals and families to achieve their financial goals through a personalised and comprehensive approach to wealth planning.

Our Mission

Our mission is to deliver tailored solutions that address your unique financial needs and aspirations. We believe in building lasting relationships built on trust, transparency, and open communication.

Our Capabilities

We offer a comprehensive range of services across three key areas:

1. Chartered Financial Planning

• Develop and implement a tailored financial plan encompassing all aspects of your financial life.
• Review and optimise your current financial situation.
• Guide you on retirement planning, estate planning, and insurance needs.
• Provide ongoing financial guidance and reviews.

2. Discretionary Asset Management

• Develop and manage a diversified portfolio tailored to your individual goals and risk tolerance.
• Leverage our "Outcome Based Investing" approach to achieve consistent returns.
• Regularly review and adjust your portfolio to ensure it remains aligned with your goals.

3. Taxation & Accounting Services

• Provide guidance on tax planning strategies to minimise your tax burden.
• Prepare and file your tax returns efficiently and accurately.
• Track and monitor your investments for optimal performance.

Our Approach

We believe in a collaborative and client-centered approach to wealth management. We take the time to understand your unique goals, concerns, and risk tolerance. Our team of experienced professionals works closely with you to develop and implement a bespoke plan that aligns with your individual needs.

What Sets Us Apart

• Expertise: As a Chartered firm, we adhere to the highest industry standards of ethics and professionalism.
• Experience: Our team has extensive experience in wealth management, accounting, and taxation.
• Transparency: We believe in open communication and providing clear explanations about your financial plan and portfolio.

Contact us today to schedule a consultation and learn how OCM Wealth Management can help you achieve your financial goals.