Ocm Wealth Management Holding Company Limited

Active12618491 Private limited company

Incorporated: 22 May 2020 (6 years)
Industry: Activities of financial services holding companies (64205)
Directors: Katherine Case
Charlotte Louise Lodge
Olivia Lucy Lodge

list may be incomplete
Owned by: Jason Anthony Andrew Stather-Lodge
Margaret Louise Stather-Lodge
Accounts type: Unaudited abridged
Region: East Midlands
Address: St Clair House
Old Bedford Road
Northampton
NN4 7AA

Filing status

Accounts due: 31 January 2027
Last accounts: 30 April 2025
Conf. stmt due: 5 September 2027
Last conf. stmt: 22 August 2026

Officers

This list may be incomplete. See all officers on Companies House

Officer details are public data from the Companies House register.

Case, Katherine

Director · Appointed 23 January 2025

British

Born October 2004 (22)

Lodge, Charlotte Louise

Director · Appointed 1 October 2020

Also at Ocm Wealth Management Limited

British

Born June 1999 (27)

Lodge, Olivia Lucy

Director · Appointed 1 October 2020

British

Born January 2002 (24)

Case, Rose Julia

Director · Appointed 1 October 2020

British

Born February 2002 (24)

Case, Richard John

Director · Appointed 22 May 2020

Also at Bumblebee Power Ltd, Callan Method Organisation Limited, Callan Works Limited · more companies

British

Born March 1962 (64)

Stather-Lodge, Jason Anthony Andrew

Director · Appointed 22 May 2020

British

Born July 1971 (55)

Stather-Lodge, Margaret Louise

Director · Appointed 22 May 2020

British

Born June 1972 (54)

Ownership 2 active

People and entities with significant control, from the Companies House PSC register

Jason Anthony Andrew Stather-Lodge

Individual · Notified 22 May 2020

Owns 25–50% of shares

Holds 25–50% of voting rights

British

Born July 1971 (55)

Margaret Louise Stather-Lodge

Individual · Notified 22 May 2020

Owns 25–50% of shares

Holds 25–50% of voting rights

British

Born June 1972 (54)

Group structure 5 companies

Ownership group derived from the Companies House PSC register

Ocm Wealth Management Holding Company Limited This company

McDevitt Consulting Limited Owns 75–100% of shares

Ocm Employee Benefits Limited Owns 25–50% of shares

Ocm Wealth Management Limited Owns 75–100% of shares

Ocm CR Wealth Management Limited Owns 25–50% of shares

Financials

Balance sheet as at 30 April 2025 · unaudited abridged accounts

Net Assets: £1,228,490
Cash: £40,466

Debt Ratio: 0%

Trend

Net Assets

Balance sheet detail

	2025	2024	2023	2022	2021
Fixed Assets	£1,151,344	£1,151,344	£1,151,344	£1,151,344	£601,295
Current Assets	£77,146	£127,256	£177,246	£455,525	£1,069,115
Debtors	£35,191	£125,191	£167,191	£167,191
Cash	£40,466	£591	£5,212	£92,873	£325,148
Creditors (< 1 year)				£12,523	£7,189
Net Current Assets	£77,146	£127,256	£177,246	£443,002	£1,061,926
Net Assets	£1,228,490	£1,278,600	£1,328,590	£1,593,658	£1,648,057
Shareholder Funds	£1,228,490	£1,278,600	£1,328,590	£1,593,658	£1,648,057