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Joel O'Hara

At O’Hara Financial Planning our aim 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 until the age of 26. I then opted for a change of career in 2006 and have spent the last 16 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 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 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 married to my Wife Jordan in June 2022. We have two boys, my stepson Charlie who is 11 and my little Jake who is 2, and a handful!

I’m definitely an advocate of the “work life balance”. I spend a lot of time with my family, and I’m a keen traveller too.

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

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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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Ali Killick

Personal Assistant
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Toni Foord

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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...

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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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 26/09/2022

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.

O'Hara Financial Planning is a trading name of O'Hara Financial Planning Ltd. O'Hara Financial Planning Ltd is registered in England and Wales, Number 11599535. Registered Office: Streathbourne House, Redehall Road, Smallfield, RH6 9QA.