Jane O’Hara named Wealth Manager of the Year

Rosebridge Chartered Financial Planner Jane O’Hara has been named Wealth Manager of the Year at the Women in Finance Awards 2022.

The award recognises Jane’s contribution to wealth management, her commitment to clients and the impact of her work within the profession.

 

A career built around financial planning

With more than 30 years’ experience in financial services, Jane advises individuals, families, business owners and professionals on a wide range of financial planning needs.

Jane is a Fellow of the Personal Finance Society and an affiliate of the Society of Trust and Estate Practitioners (STEP), reflecting her continued commitment to professional development and expertise across financial planning and estate planning.

Her work covers retirement planning, investment and wealth management, inheritance and estate planning and cash flow planning. She also provides an independent Trustee Review Service, helping trustees assess whether their existing arrangements continue to meet their responsibilities and objectives.

 

Supporting women through financial change

Jane has a particular interest in helping women build wealth, achieve financial clarity and work towards greater financial independence.

Whether building wealth through a career or business, planning for retirement, managing investments or considering their family’s future, Jane helps clients understand their finances and make informed decisions with confidence.

She also advises women through significant financial decisions, including divorce, inheritance and changes in their circumstances, helping them understand the impact on their wider financial plan and consider the opportunities ahead.

 

Long-term relationships

For Jane, financial planning is not about making a single decision and moving on. She works with clients over the long term, reviewing their plans as their circumstances, priorities and financial goals change.

This approach has helped Jane build lasting relationships with clients and their families, while providing guidance across different stages of their financial lives.

 

Recognising Jane’s contribution

The Women in Finance Awards celebrate women making a significant contribution across the financial services industry. Jane’s Wealth Manager of the Year award recognises the experience, expertise and client-focused approach she brings to her role at Rosebridge.

We are pleased to see Jane’s contribution to wealth management recognised through this national award.

Congratulations to Jane on this fantastic achievement.