Building a young and diverse financial planning practice is top of the agenda for OCM Wealth Management: 60% of its 35-strong workforce are under the age of 30, with a 50/50 split between male and female.

A large proportion of company profits are reinvested for continuous company improvement. Each member of staff is following their own development programme of internal and external training. To help facilitate this, Friday afternoons are allocated to staff training.

After four years of working at OCM, three of its graduate trainees have transitioned to wealth managers and are on track to become chartered in the next year.

India Riley worked her way up from an apprentice position in 2012 and is now head of client services.

The firm has finished the refurbishment of its new head office, which includes training rooms, a large staff room, staff gym, shower rooms and solar panels. To promote a good work/life balance, it is about to trial a nine-in-10 working pattern, meaning people work the equivalent of 10 days of hours over nine days.

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