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Thomas O’Hara
Private Wealth Adviser
Thomas holds a degree in Mathematics and has spent the last seven years working with clients worldwide to help them achieve their financial objectives.
He applies his strong analytical skills to create clear, straightforward solutions that make clients’ financial journeys easier to understand. Thomas is also working towards the Level 4 Diploma for Financial Advisers with The London Institute of Banking & Finance (LIBF).
Areas of Expertise
- Pension Analysis, Advice, and Management
- Retirement Planning
- Lifetime Allowance Planning
- Wealth Management
- Investment Portfolio Management
- International Savings & Investment Options
- Investment Review
- High Net Worth & Ultra High Net Worth
- Private Client Wealth and Estate Planning
- Cashflow Forecasting & Modelling
- Pension Planning
- Inheritance Tax Planning
- Succession Planning
- Tax Structuring
- Tax Planning
- Property Portfolio Advice
- Private Banking Advice
- Insurance & Family Protection
- Education Fee Advice & Planning
- Complex Multi-Jurisdictional Financial Planning
Qualifications & Awards
Mathematics BSC (Hons)
Member of The London Institute of Banking & Finance (LIBF)
Regions Covered
- Middle East
- Worldwide
