OCM WEALTH MANAGEMENT LIMITED

Name: OCM WEALTH MANAGEMENT LIMITED
Address: 5 Old Bedford Road, Northampton, NN4 7AA, GB
Telephone: 01604 621467
Price range: $$
Rating: 5

aka OCM Financial Management, OCM Employee Benefits, OCM Asset Management, Daedalus, OCM WEALTH MANAGEMENT LIMITED

Authorised FRN 418826 5.0 (1)

About

Wealth Management by Independent Chartered Financial Planners, providing expert Investment Management & Asset Management tailored to you.

Source: ocmwealthmanagement.co.uk

Contact & Location

Address

St Clair House, 5 Old Bedford Rd, Northampton NN4 7AA, UK

More advisers in West Northamptonshire

Phone

01604 621467

Website

ocmwealthmanagement.co.uk

View on Google Maps

Opening Hours

Monday9:00 AM – 5:30 PM

Tuesday9:00 AM – 5:30 PM

Wednesday9:00 AM – 5:30 PM

Thursday9:00 AM – 5:30 PM

Friday9:00 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Wealth Management Investments Pensions Retirement

Regulatory Information

FRN: 418826
Status: Authorised
Date Authorised: 1 April 2005
Years Authorised: 20 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (20)

Show all permissions

✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Acting as a CBTL Arranger
✓Acting as a CBTL Advisor
✓Dealing in investments as agent
✓Advising on P2P agreements
✓Safeguarding and administration of assets (without arranging)
✓Managing investments
✓Arranging safeguarding and administration of assets
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 05039809
Company Status: Active
Incorporation Date: 10 February 2004
Directors: 4
Accounts Category: Small
Last Accounts Filed: 30 April 2025
SIC Codes: 64999

Team (19)

Margaret Louise Stather-Lodge
Approved
Jason Anthony Andrew Stather-Lodge
ApprovedCertified
Charlotte Louise Lodge
ApprovedCertified
India Kathryn Constance Riley
ApprovedCertified
Colin Davis
ApprovedCertified
James Scott Dunlop
ApprovedCertified
Paul Charles McDevitt
Certified
Richard John Case
Certified
Frances Anne Noons
Certified
Peter Mark Botterill
Certified
Georgina Stone
Certified
Jessica Lauren Eidie Wilkins
Certified
Lewis Green
Certified
Louise McWeeney
Approved
Tom Russell Beevor
ApprovedCertified
Benjamin James Klein
ApprovedCertified
Matthew Henry Aitchison
ApprovedCertified
John Lawrence O'Sullivan
ApprovedCertified
James Rhys Pulham
ApprovedCertified

Google Reviews

5.0

1 review on Google

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Quick Facts

Northampton, East Midlands
20 years FCA-authorised
20 registered individuals
6 specialisms
20 FCA permissions
CH 05039809

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.