Jane O’Hara FPFS

Chartered Financial Planner

Contact

01244 569141

jane.ohara@rosebridgeltd.com

Jane's qualifications

FPFS – Fellow of the Personal Finance Society
Jane's team: Meet Adam - Client Relationship Manager Meet Grace - Client Services Administrator Meet Nikki - Client Services Administrator

About Jane

Jane O’Hara is an award-winning Chartered Financial Planner, a Fellow of the Personal Finance Society, and an affiliate of the Society of Trust and Estate Practitioners (STEP.) She holds the Industry leading qualifications and is vastly experienced with over 20 years in the Financial Services sector.

Jane is highly qualified, her talents and skills were recognised in 2022 when Jane was awarded Women in Finance – Wealth Manager of the Year!

Jane specialises in managing and preserving client’s wealth, whilst protecting family and loved ones. In addition to this, Jane is an expert in inheritance and estate planning, the mechanics of retirement, and cash flow planning. She also offers an independent Trustee Review Service.

Jane works to create and implement a Lifetime Financial Plan to help her clients achieve the future they want. She draws on her extensive expertise and experience to manage, evolve, and annually review the plan over the long term.

Her clients include high-net-worth individuals, partners of accountancy and solicitor firms, small business owners and entrepreneurs, doctors and other medical professionals, individuals at or near retirement, and trustees.

Away from the office, Jane enjoys going to the gym, exercise, and trips to the theatre.

I have been very grateful for the advice Jane has given me and would recommend her to my friends

A client in Merseyside

I am very pleased with the advice Jane has given me; I feel she is a good friend.

A client in Cheshire

Our team

Head office Leeds Chester

Tom Ashworth DipPFS

Client Relationship Manager

Tom joined Rosebridge in July 2024 as a Client Relation Manager, following 7 year's experience as an Accountant.

Find out more

Carol Aspinall FCCA

Accounts Manager

Carol is a Chartered Fellow and Certified Accountant with over 40 years’ extensive experience in her field

Find out more

Alicia Banks

Client Services Administrator

Alicia joined Rosebridge in January 2024 as a Client Services Administrator.

Find out more

Steven Banks APFS, CFP™ Chartered FCSI (Financial Planning)

Managing Director

Having worked in professional services for over 20 years, Steven brings an extra dimension to his client work

Find out more

Stacey Batley

Office Manager

Stacey has over 30 years experience in the financial services profession

Find out more

Joe Beavis BA (Hons), APFS

Client Relationship Manager

Meet Joe, our client Relationship Manager who holds his Diploma in Financial Planning and has achieved Chartered Status.

Find out more

Gabrielle Bradley

Client Services Administrator

Gabrielle joined Rosebridge in May 2024 as a Client Services Administrator.

Find out more

Louise Burke MA (Hons)

Marketing Specialist

Louise joined Rosebridge in 2024 as a Marketing Specialist.

Find out more

Adam Cooper BSc (Hons), DipPFS, Cert CII (SMP)

Client Relationship Manager

Adam’s journey with Rosebridge started in November 2023, having worked in the finance sector for over 10 years.

Find out more

Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

Find out more

John Davenport FPFS

Chartered Financial Planner

John is a Fellow of the FPFS with almost 40 years’ experience.

Find out more

Gareth Griffiths BSc (Hons), DipPFS

Managing Director

Gareth was a professional footballer for 14 years prior to entering financial services

Find out more

Lewis Harrison BSc (Hons), DipPFS

Trainee Client Relationship Manager

Lewis joined the team in 2023, achieving his Diploma in Financial Planning in August 2024.

Find out more

Jonathan Heald APFS

Chartered Financial Planner

Jonathan has more than 20 years’ experience in financial services

Find out more

John Holt APFS

Chartered Financial Planner

John has considerable experience in advising clients on their financial security

Find out more

Suzanne House

Client Services Administrator

After over 20 years experience in the corporate world, Suzanne joined the team in April 2022

Find out more

Tom Kennedy DipPFS

Financial Planner

An ex professional footballer, Tom transitioned into financial services by passing all exams in 9 months

Find out more

Simon Langdon APFS

Chartered Financial Planner

Simon thrives on working on complex client circumstances with an analytical approach

Find out more

Andrew Lee BA (Hons), APFS

Chartered Financial Planner

Andrew is the first home grown advisor within the business and has achieved Chartered Status

Find out more

Nicole Macdonald

Client Services Administrator

Nicole recently joined Rosebridge with 13 years experience

Find out more

James Mannion

Client Relationship Manager

James joined Rosebridge in 2024 as Trainee Client Relationship Manager.

Find out more

Amanda Mason

Client Services Administrator

Amanda has over 27 years’ experience within a Financial Services environment

Find out more

Jessica McIlveen-Hayman BSc (Hons), DipPFS

Senior Paraplanner

Jess is Diploma qualified and joined Rosebridge straight from university in 2011

Find out more

Donna Milligan DipPFS

Business Risk Assistant

Donna joined the team in 2018 with close to 22 years’ experience working in financial services

Find out more

Chris Morley BA (Hons), DipPFS

Client Relationship Manager

Chris has three years’ experience in the profession and joined the team in 2022

Find out more

Dawoud Nazir BA (Hons)

Paraplanner

Dawoud has 4 years experience within financial services and joined in 2022

Find out more

Annette O’Donovan

Client Services Administrator

Annette joined Rosebridge in 2020 and has over 28 years’ experience working within Financial Services

Find out more

Sinead O’Rourke BA (Hons)

Trainee Client Relationship Manager

Sinead has worked in the financial industry since 2014 and joined the team in August 2023

Find out more

Jane O’Hara FPFS

Chartered Financial Planner

Jane is a Fellow of the PFS and is STEP affiliated with over 20 years’ experience.

Find out more

Nicola Pace

Client Services Administrator

Nikki joined Rosebridge in March 2020, bringing with her over 16 years’ experience

Find out more

Tom Parr BSc (Hons), DipPFS

Client Relationship Manager

Tom has two years experience in the profession and joined the team in 2023.

Find out more

Grace Parry DipPFS

Client Services Administrator

Grace works as part of the Chester office team, Grace has achieved her Diploma Qualified in Financial Planning.

Find out more

Andy Perrett BA (Hons)

Client Relationship Manager

Having been in the financial services industry since 2016 working as a Client Relationship Manager, Andy joined Rosebridge in 2022

Find out more

David Reece APFS

Senior Client Relationship Manager

David has 20 years of technical knowledge and experience working within financial services

Find out more

Phillip Rose MSc, APFS

Group Chief Executive Officer

Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies

Find out more

Chris Swaby BA (Hons), APFS

Chartered Financial Planner

Chris has been working within the Group since 2009 and is now a Chartered Financial Planner

Find out more

Richard Taylor BSc (Hons), APFS

Chartered Financial Planner

Richard has over 20 years’ experience of advising clients

Find out more

Sean Towers

Client Services Administrator

Sean Joined Rosebridge in January 2024 as a Client Services Administrator.

Find out more

Kathryn Wallwork BA (Hons)

Group Head of Operations

Kathryn has over 18 years’ experience in the financial services industry

Find out more

Michael Wharton DipPFS

Financial Planner

Michael joined Rosebridge in 2017, now with 25 years’ experience in financial services, 15 years' as an adviser

Find out more

Henry Wood DipPFS

Client Relationship Manager

Henry has 5 years’ industry experience within various technical, research and compliance-oriented roles

Find out more

Tim Wood

Group Head of Business Risk

Tim has worked within the financial services sector for more than 25 years

Find out more

Contact us

    Or if you prefer to call, please call us on 0800 298 0010.

    Rosebridge® is a trading style of IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd, Park Square Wealth Management Ltd and Independent Financial Advisor Ltd.  IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd and Park Square Wealth Management Ltd are all appointed representatives of Independent Financial Advisor Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No 05246224. Registered address: The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.

    Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.  The Financial Conduct Authority does not regulate Wills, Trusts, Tax and Estate Planning and Cashflow Modelling.

    If you wish to register a complaint, please contact us:

    • in writing to Rosebridge, The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
    • by phone on 01204 300010.

    If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

    Email: info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk

    Privacy policy Cookies policy Best Execution Report