OC Wealth Management Ltd - Londonderry

OC Wealth Management Ltd: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, OC Wealth Management Ltd stands as a reputable and client-focused firm. Located at 57 Abercorn Rd, Londonderry BT48 6TQ, United Kingdom, and easily accessible via telephone at 7541832587, OC Wealth Management provides a comprehensive suite of services designed to help clients achieve their long-term financial goals. Their website, ocwealthmanagement.co.uk, offers valuable resources and insights for prospective clients.

About OC Wealth Management Ltd

OC Wealth Management Ltd is a dedicated financial planner committed to delivering personalized solutions. They specialize in assisting clients with a wide range of financial needs, including retirement planning, investment management, inheritance tax planning, and estate planning. The firm’s core philosophy centers around building strong, trusting relationships with their clients, ensuring that every recommendation is tailored to their unique circumstances and aspirations. They prioritize a consultative approach, taking the time to thoroughly understand each client’s financial situation, risk tolerance, and long-term objectives.

Location and Accessibility

The firm’s physical location at 57 Abercorn Rd in Londonderry is designed with accessibility in mind. They offer a variety of amenities to cater to clients with diverse needs. Specifically, they have a wheelchair-accessible car park, wheelchair-accessible seating, and a wheelchair-accessible toilet. Furthermore, an assistive hearing loop is available, and they provide gender-neutral toilets alongside standard toilet facilities. The firm strongly emphasizes inclusivity and strives to create a welcoming environment for all clients. Online appointments are readily available, offering convenience for those who prefer remote consultations.

Key Features and Services

• Comprehensive Financial Planning: OC Wealth Management provides holistic financial planning services, addressing all facets of a client’s financial life.
• Investment Management: They offer tailored investment portfolios designed to align with individual risk profiles and financial goals.
• Retirement Planning: Expert guidance on maximizing retirement savings and ensuring a comfortable retirement income.
• Inheritance Tax Planning: Strategies to minimize inheritance tax liabilities and preserve wealth for future generations.
• Estate Planning: Assistance in creating comprehensive estate plans, including wills and trusts.

On-site services are also available to support clients during their consultations. Free parking lot and on-site parking are provided for ease of access. The company also operates with an appointment required policy, though strongly recommends appointments for optimal service.

Client Feedback and Reputation

OC Wealth Management Ltd has garnered a highly positive reputation within the community, reflected in its impressive average opinion of 5/5 on Google My Business. As of today, the company boasts 33 reviews, showcasing consistent client satisfaction. These reviews consistently highlight the firm’s professionalism, expertise, and commitment to client success. They are also known for their LGBTQ+ friendly and transgender safe space policies, reinforcing their dedication to inclusivity. The team is comprised of experienced and qualified financial advisors who are passionate about helping clients achieve their financial dreams. Clients frequently commend the firm’s responsive communication and personalized attention.

Contact Information

Phone: 7541832587

Website: ocwealthmanagement.co.uk

Address: 57 Abercorn Rd, Londonderry BT48 6TQ, United Kingdom