Jane O’Hara FPFS
Chartered Financial Planner
Jane's qualifications
FPFS – Fellow of the Personal Finance Society
About Jane
Jane O’Hara is a Fellow of the Personal Finance Society and is affiliated to 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 specialises in managing and preserving client’s wealth, whilst protecting family and loves ones. In addition to this, Jane is an expert in inheritance and estate planning, the mechanics of retirement and cash flow planning and 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, trustees.
Away from the office, Jane enjoys going to the gym, exercise and trips to the theatre.