James O'Hara

Junior Investment Manager

Junior Investment Manager

James joined Casterbridge Wealth in 2017 to help develop the business into the award-winning Discretionary Fund Management Company it has become. He has since attained his Investment Advice Diploma and is studying towards his Chartered Wealth Manager qualification.

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 through 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 Barry & Sally the family Spaniels.

Phone Number:

01722 466 110

Email:

James.ohara@casterbridgewealth.co.uk