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Thomas O’Hara
Private Client Adviser
Thomas has eight years experience working in the International Financial Services industry and holds a degree in Mathematics, which he uses to help his clients plan their financial objectives efficiently.
Thomas is a member of the London Institute of Banking & Finance and studying towards the Diploma for Financial Advisers (DipFA®).
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
