Ocm Wealth Management Limited

Reference number: 418826

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When ocmwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01604 621467 is
  • Who else gives the postcode NN4 7AA
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Other names (14)

If you were contacted under any of these names, it is this firm.

  • Daedalus Trading name
  • OCM Asset Management Trading name
  • OCM Employee Benefits Trading name
  • OCM Financial Management Trading name
  • OCM Financial Services Trading name
  • OCM Pension Consolidation Service Trading name
  • OCM Wealth Management Consulting Trading name
  • OCM Global Former trading name
  • OCM Group Former trading name
  • OCM Wealth Management - Sports Division Former trading name
  • Platform+ Former trading name
  • Platform Plus Former trading name
  • Team Churchills Former trading name
  • Team Churchills.com Former trading name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (1)
  • 7442838931
Fake email addresses (1)
  • info@pawlakgroup.com
Fake websites (1)
  • pawlakgroup.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (19 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging safeguarding and administration of assets
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05039809
Company status
Active
Company type
Private limited company
Incorporated
10 February 2004 (22 years old)
Registered office
St Clair House, Old Bedford Road, Northampton, NN4 7AA, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Anthony Andrew Stather Lodge Director Jul 1971 10 Feb 2004 3 other companies
Charlotte Louise Lodge Director Jun 1999 3 Apr 2025 1 other company
Charlotte Louise Lodge Secretary Not published 30 Sep 2026 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
4
closed down
2
went insolvent
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2026Small company accountsAudited

Net assets

£894k

+2.7% from £871k

Cash at bank

£129k

−22% from £166k

Employees (average)

43

+16% from 37

Owed within a year

£534k

−14% from £621k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05039809. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Ocm Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (47)

2020

24 August 2020

  • Jason Anthony Andrew Stather-Lodge stopped being a part-owner
  • Margaret Louise Stather-Lodge stopped being a part-owner
  • Ocm Wealth Management Holding Company Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Jason Anthony Andrew Stather-Lodge became a part-owner (25–50% of shares)
  • Margaret Louise Stather-Lodge became a part-owner (25–50% of shares)

Companies House

2014

12 August 2014

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

1 April 2005

  • Became authorised by the FCA

FCA register

2004

21 December 2004

  • Regulated by the Financial Services Authority from this date

FCA register

10 February 2004

  • Incorporated at Companies House

Companies House

In the full report: all 47 events

  • All 47 events in its history (10 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Ocm Wealth Management

Other FCA-listed firms that share a director, phone number or address with Ocm Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Ocm Wealth Management

Other firms of the same type (investment or fund manager), nearest first.

In Northampton

MHA Wealth LimitedNorthamptonAuthorisedMathew Stephen & Co LtdNorthamptonAppointed representative

Elsewhere in the UK

UBS Asset Management (Europe) S.A.AuthorisedUBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedMarks and Spencer Unit Trust Management LimitedChesterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Ocm Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 47 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Ocm Wealth Management Limited FCA authorised?
Yes, Ocm Wealth Management Limited (FRN 418826) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2005 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Ocm Wealth Management’s phone number and website?
The FCA register lists the phone number 01604 621467 and the website ocmwealthmanagement.co.uk for Ocm Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Ocm Wealth Management a scam or clone?
Scammers have impersonated Ocm Wealth Management: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Ocm Wealth Management, shown on this page.
Is my money safe with Ocm Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Ocm Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Ocm Wealth Management?
Ocm Wealth Management is owned by Ocm Wealth Management Holding Company Limited, which holds 75–100% of shares, since 24 August 2020. Before that, it was controlled by Mr Jason Anthony Andrew Stather-Lodge and Mrs Margaret Louise Stather-Lodge.
Who runs Ocm Wealth Management?
Companies House lists 2 directors of Ocm Wealth Management: Jason Anthony Andrew Stather Lodge and Charlotte Louise Lodge.
How long has Ocm Wealth Management been in business?
The company was formed on 10 February 2004, and has held its current FCA authorisation since April 2005.
What do Ocm Wealth Management’s latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £894k (+2.7% from £871k) and cash at bank of £129k (−22% from £166k).
Does Ocm Wealth Management use any other names?
It trades as Daedalus, OCM Asset Management, OCM Employee Benefits, OCM Financial Management and OCM Financial Services, and 2 more names. It has previously used 7 other names, including OCM Global, OCM Group and OCM Wealth Management - Sports Division.

Sources and links

The full report on Ocm Wealth Management Limited

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