Jason Stather-Lodge
CEO & CIO at OCM Wealth Management Limited- Claim this Profile
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English Full professional proficiency
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Jargon Native or bilingual proficiency
Topline Score
Bio
Emmanuel Valavanis
It's a pity one is only allowed to select three attributes to describe the thoroughly professional service and relationship provided by Jason. I would be happy to tick all seven. As we ll as mentioning his very professional attitude towards business and client relations I would like to add that he has close attention to detail and takes a personal interest in achieving the right solution in all my dealings with him. Getting it right naturally leads me to conclude he offers excellent value for money. Trust is the bedrock (or should be) in financial services and I have never had reason to doubt his advice is in my best interests. I recommend him highly.
Andy Syms
Jason is an inspirational businessman. His strength of characther, enthusiasm and sheer professional drive creates outstanding results and long term, profitable, client relationships.
Emmanuel Valavanis
It's a pity one is only allowed to select three attributes to describe the thoroughly professional service and relationship provided by Jason. I would be happy to tick all seven. As we ll as mentioning his very professional attitude towards business and client relations I would like to add that he has close attention to detail and takes a personal interest in achieving the right solution in all my dealings with him. Getting it right naturally leads me to conclude he offers excellent value for money. Trust is the bedrock (or should be) in financial services and I have never had reason to doubt his advice is in my best interests. I recommend him highly.
Andy Syms
Jason is an inspirational businessman. His strength of characther, enthusiasm and sheer professional drive creates outstanding results and long term, profitable, client relationships.
Emmanuel Valavanis
It's a pity one is only allowed to select three attributes to describe the thoroughly professional service and relationship provided by Jason. I would be happy to tick all seven. As we ll as mentioning his very professional attitude towards business and client relations I would like to add that he has close attention to detail and takes a personal interest in achieving the right solution in all my dealings with him. Getting it right naturally leads me to conclude he offers excellent value for money. Trust is the bedrock (or should be) in financial services and I have never had reason to doubt his advice is in my best interests. I recommend him highly.
Andy Syms
Jason is an inspirational businessman. His strength of characther, enthusiasm and sheer professional drive creates outstanding results and long term, profitable, client relationships.
Emmanuel Valavanis
It's a pity one is only allowed to select three attributes to describe the thoroughly professional service and relationship provided by Jason. I would be happy to tick all seven. As we ll as mentioning his very professional attitude towards business and client relations I would like to add that he has close attention to detail and takes a personal interest in achieving the right solution in all my dealings with him. Getting it right naturally leads me to conclude he offers excellent value for money. Trust is the bedrock (or should be) in financial services and I have never had reason to doubt his advice is in my best interests. I recommend him highly.
Andy Syms
Jason is an inspirational businessman. His strength of characther, enthusiasm and sheer professional drive creates outstanding results and long term, profitable, client relationships.
Credentials
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CHartared Wealth Manager
Chartered Institute for Securities & Investment (CISI)Jun, 2015- Oct, 2024 -
Certified Financial Planner
Institute of Financial PlanningOct, 2007- Oct, 2024 -
Chartered Financial Planner
Chartered Insurance InstituteMar, 2006- Oct, 2024
Experience
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CEO & CIO
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Feb 2004 - Present
OCM Wealth Management is a new type of Wealth Manager that brings together the skills of an IFA with the skills of a stockbroker and Accountant and uses the resources of the fund management industry. We are a Chartered IFA and DFM firm that provides advice and asset management to:- Charities, Deputies and Trustees Business Owners Wealthy Individuals Typical client profiles are those with assets in excess of £1m. OCM Wealth Management is a new type of Wealth Manager that brings together the skills of an IFA with the skills of a stockbroker and Accountant and uses the resources of the fund management industry. We are a Chartered IFA and DFM firm that provides advice and asset management to:- Charities, Deputies and Trustees Business Owners Wealthy Individuals Typical client profiles are those with assets in excess of £1m.
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Able Labels Ltd
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Printing Services
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1 - 100 Employee
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CEO
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2004 - 2011
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Ernst & Young
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China
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Accounting
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700 & Above Employee
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Wealth Manager
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Feb 2001 - Feb 2004
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Education
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St Theodores, Burnley
Community
