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Thomas O’Hara
Senior Associate
Thomas has been a successful relationship manager with HNW and UHNW clients since 2015.
He uses his mathematics degree to help forecast his clients’ retirement and investment objectives to the highest level.
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
Qualifications & Awards
Mathematics BSC (Hons)
Regions Covered
- Middle East
