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 at 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