Harry O'Hare

How do you describe what you do?

My role is to understand what matters most to you - whether that's growing your investments, preparing for retirement, or passing on wealth to the next generation. From there we build a tailored portfolio to help you meet that goal.

What's next for you professionally?

I’ve had the privilege of inheriting relationships from a valued colleague who has now retired, and it’s important to me that those families feel the same continuity and care they always have.

What's your area of expertise?

I enjoy working with multi-generational families helping to safeguard the wealth they have worked so hard to build. I look after a range of clients both onshore and offshore within a variety of structures including pensions, trusts, FICs and OEICs.

Where do you get your inspiration to embrace what's next?

My inspiration to embrace what’s next comes from our clients themselves. Each life stage, ambition, and challenge presents an opportunity to build something meaningful together and give comfort where previously they may have been none.

What's your favourite thing about your role?

My favourite thing about my role is helping clients achieve financial clarity. It’s incredibly rewarding to see the peace of mind that comes from turning complex decisions into a clear plan for the future.

What's next for you personally?

In order to balance my love of food and wine, I also "enjoy" running and am hoping to complete my third marathon next year. I've also recently taken up golf as well which is proving challenging.

Where's your favourite place to meet with your clients?

I really enjoy meeting clients in more relaxed settings. Just as we tailor financial advice - I take pride in finding restaurants that suit the cuisine my clients love!

What qualifications and memberships do you have?

• Chartered Financial Analyst
• Chartered Fellow of The Chartered Institute for Securities and Investment
• MChem