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



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