about us our wealth planners adam ohara
Diploma in Financial Planning (CISI)
Adam is a Wealth Planner based in Cornwall. Having worked in Financial Services for over 20 years he joined Succession in October 2017. Adam takes great pride in advising his clients and aims to help each of the individuals and families that he works with achieve more with their money.
"I am a very sport orientated person. I spend a lot of my spare time playing squash, rugby and tennis. I enjoy spending time with my young family on the Cornish beaches all year round."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.