An Associate Partner Practice of St. James's Place Wealth Management

O'Hara Financial Planning Ltd

Joel O'Hara

My ethos is to ensure each client receives sound advice and a bespoke ongoing service plan to suit them. This maybe a quarterly "catch up" or a yearly meeting. Others prefer sporadic reviews, but have the peace of mind knowing that they can contact me as their adviser directly, anytime they need guidance.

About

I began my career as a professional golfer, playing and teaching in the South of England and Asia untill the age of 26. I opted for a change of career in 2006 and have spent the last 12 years in financial services, with roles as a mortgage adviser at Global Financial and then financial adviser at the Halifax from 2010.

I made the transition to St. James's Place Wealth Management in late 2014 and worked alongside a former Halifax colleague, Ben Curry, at Westerham Financial Services until December 2018.

I decided to set up my own Associate Partner Practice of St. James's Place Wealth Management whilst retaining all of my existing client relationships. I am now the Director and sole financial adviser of O'Hara Financial Planning Ltd.

On a personal level, I got engaged to my partner in September 2018 and we’ll look to set a date over the next year. I'm a very keen traveler, animal lover and I still make time for golf!

There is further reassurance that O'Hara Financial Planning Ltd has the support of a FTSE 100 company in St. James's Place Wealth Management.

Planning a secure future whether it be for you and your family, or your business, is a big step. Therefore working with someone you can trust and rely on is of paramount importance. See my testimonials for some of our client experiences.

I offer wholesome advice on Investment planning, Pension planning and Inheritance Tax planning. As a client of O’Hara Financial Planning Ltd you will also have access to Mortgage advice, as well as guidance with your Protection and Healthcare needs.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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Joel was always very prompt to respond, he answered all my questions and provided me with all the explanations in a professional and friendly manner. I felt I could ask him anything He assessed my needs and he put together a portfolio and went through it with me in detail. He has also provided me wi...
Mariajose Gutierrez-ros
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
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O'Hara Financial Planning Ltd is registered in England and Wales, Number 11599535. Registered Office: Streathbourne House, Redehall Road, Smallfield, RH6 9QA.