View Clients Portfolio

James O'Hara

Investment Manager

Investment Manager

James joined Casterbridge Wealth in 2017 and has helped 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 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

Adviser confirmation:

You are entering the financial advisers’ section of the website. Please read this page before proceeding, as it explains certain legal and regulatory restrictions applicable to the information in this section of the website. By clicking the ‘I Agree’ button at the end of the page, you acknowledge that the important information below has been brought to your attention. The information provided in this section of the website is intended solely for investment advisers, accountants, solicitors and any other professional financial intermediaries who are authorised and regulated by the Financial Conduct Authority. This information must not be distributed to, or relied upon by, private clients and the general public. This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom. Investors who are resident in or citizens of countries other than the United Kingdom may be subject to local restrictions. In particular, no offer or invitation is made to any US persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof), who are excluded from the products or services offered in this site. Our full terms and conditions apply – Click here for our full T&C’s
Return
Proceed