Welcome to OCS Financial Planning
At OCS Financial Planning, we provide bespoke strategies to build and protect your wealth, now and for generations to come.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Education Professionals
Coming from a family of teachers I have found myself working with teachers and other educational professionals and their families providing specialist financial advice.
Planning for a secure future for you and your family is one of the most important steps you will ever take. I have worked with education professionals for a number of years and find them to be extremely busy and astute people. Generally, they are aware of the value that effective financial planning can provide, however, given the demands of such a busy working life, they do not have the time to dedicate to it.
Testimonials
SJP Approved 28/06/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
