OC Wealth Management Ltd - Londonderry

OC Wealth Management Ltd: A Comprehensive Overview

OC Wealth Management Ltd is a renowned financial planning firm located at 57 Abercorn Rd, Londonderry BT48 6TQ, United Kingdom. The company, which has been in operation for several years, is well-known for its expertise in financial planning and its commitment to its clients' well-being.

Specialties: The firm specializes in providing comprehensive financial planning services to individuals and businesses alike. Their offerings include investment advice, pension planning, and diversification strategies. They are also renowned for their exceptional customer service and personalized approach to each client's unique financial situation.

Other points of interest: OC Wealth Management Ltd offers online appointments, on-site services, and a wheelchair-accessible car park. They also have an assistive hearing loop, wheelchair-accessible seating, and gender-neutral toilets. Their office is located in a convenient area with free parking lot and on-site parking available.

Opinions and Reviews: This company has garnered a strong reputation, with 35 reviews on Google My Business. Clients often praise the firm for its exceptional service, knowledgeable staff, and personalized approach. One client, after knowing the company for over a decade, finally sought advice on pensions, investments, and diversification for their business and family. They were highly satisfied with the outcome and are now looking forward to a long-term partnership.

👍 Reviews of OC Wealth Management Ltd

Marc S.

5/5

Orann has a waiting list for a reason. After knowing him for 10 odd years, I finally got around to chatting with Orann about pensions, investments and diversification for my business and my family. Great guy, great approach and great advice! I'm looking forward to working with Orann for the long-term.

Nicola M.

5/5

rann is incredibly down to earth and approachable. He genuinely takes the time to understand your personal circumstances and offers clear, thoughtful advice that’s always in your best interest. You never feel like just another client his focus is entirely on providing the best possible service and helping you make informed financial decisions with confidence. Highly recommended!

Danielle F.

5/5

I've been working with Orann for a few years and honestly, he's been a gem! He's gone over and above for me - he reviewed everything I had (and didn't have!), made great recommendations for financial stability and was exactly what I needed in terms of future planning - I hadn't given much thought to "way down the line" and now I do and I'm planning for retirement, as well as saving on tax. He has also advised me on insurance and investment opportunities. Aside from his job, Orann has become a friend and I value his opinion as I navigate through business decisions! I would definitely recommend!

magicmckinley

5/5

Orann has been managing my investments, savings and providing advice for a few years and he has been fantastic to deal with. Always honest and has a great outlook. I'm really glad I got in contact with him. He is always quick to reply regardless of how trivial my queries are.

Seán

5/5

I managed to have my highly anticipated Zoom with Orann to receive some guidance and feedback on finances and options while working abroad and it was everything I hoped it would be. The time, effort and clarity Orann provided was invaluable and gave me a great sense of direction and reassurance. The manner and detail in which Orann communicated terms that I was unfamiliar with and the way he explored my personal situation was massively appreciated. His advice and perspective were quality and I will most certainly be back in touch with Orann in the near future. Thank you again for your time and expertise, Orann.

Caoimhin M. C.

5/5

Fantastic check in with, Orann! It's great having the reassurance that my financial investments are secure and are heading in the right direction. After every meeting with Orann, he eases any anxieties I have about my financial future and can always simply explain the best courses of action in the ever-changing financial climate. The peace of mind and guidance Orann provides is invaluable.

Conor D.

5/5

I started investing with Orann a few years ago and plan to continue well into the future. He is incredibly approachable, professional, and transparent, offering personalised advice tailored to my needs. Highly recommend!

Dera C.

5/5

Orann could not have been more accommodating. His professionalism, patience, understanding and knowledge were outstanding. He made me feel completely at ease and talked through various options in a way which was clear, concise and individual to me.
Orann had my best interests at heart throughout our initial meeting. He was guiding and supportive throughout.
I cannot recommend Orann highly enough and I look forward to continuing to work with him.