Adam O’Hara – Truro

Wealth Planner

Adam has been in the finance industry for 12 years.  He started off in GE Money lending solutions, where he gained qualifications as a mortgage broker. Then got head hunted to go to Galvan research and trading stock brokers as an account manager, where he gained qualifications to be a level 4 RDR Derivative trader.

After spending 8 years there he wanted to go to more holistic advice specialising in mortgages and protection.

Adam is very much career driven, and looking to gain qualifications in financial planning advice and equity release.

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

07852 859906

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