Adam O’Hara – Truro

Wealth Planner

Adam has been in the finance industry for 20 years. He started off in GE Money lending solutions, where he gained qualifications as a mortgage broker. After there he moved to Galvan research and trading stock brokers as an account manager, where he gained further qualifications to be a level 4 RDR Derivative trader.

After spending 8 years trading the global stock markets for retail clients wanted to offer clients a more holistic advice service to which he has gained his level 4 financial planning and advice qualification along with Long Term Care and Equity Release qualifications.

Adam prides himself on building long lasting working relationships with his clients as this enables him to truly understand his clients’ financial wants and needs. Adam is a true advocate for holistic financial planning, as this helps ensure that his clients can fully enjoy their desired lifestyle, without the fear of running out of money!

Outside of work Adam enjoys spending quality time with his partner, sports and activities such as rugby, tennis, squash, and eating out.

He is also studying to become a chartered financial planner.

07852 859906

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