Joel O'Hara
FPFS Cert CII(FS), Fellow of the CII, Cert SMP
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 have been with St. James's Place since 2014 after coming over from the Halifax bank.
I worked alongside a former Halifax colleague, Ben Curry, at Westerham Financial Services until December 2018 and then decided to set up my own 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.
I am both a Chartered financial planner and now a Fellow of the personal finance society.
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 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.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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.
Toni Foord
Paraplanner
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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More about St. James's Place
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 04/09/2024
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: Marine House, 151 Western Road, Haywards Heath, RH16 3LH.
