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James O'Hara

Investment Manager

Investment Manager

James joined Casterbridge Wealth in 2017 to help develop the business into the award-winning Discretionary Fund Management Company it is today.

He has since attained his Investment Advice Diploma and is now a MCSI after recently completing his level 7 Chartered Wealth Management Certificate.

James started working in the financial industry whilst still at university, working at Quilter Cheviot in Salisbury and gaining experience in pension administration during his time at James Hay. 

He graduated from Newcastle University with a 2:1 in Ancient History and after working in an administration role joined the Investment team at Casterbridge Wealth.

Outside of work James is a budding chef and enjoys trying to maintain his childhood dream of stardom on the football field. He also enjoys spending time with his family and friends and with the family Spaniels.

Phone Number:

01722 466 110

Email:

James.ohara@casterbridgewealth.co.uk

Regulatory Information
Casterbridge and Casterbridge Wealth are trading names of Casterbridge Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA): Reference Number 727583. See our FCA details here FCA website
Casterbridge Wealth Limited is a limited company registered in England: Company registration number: 09466507
Registered address: Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, England, SP1 2AP

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