Tom O’Hara
Practice Manager
Meet Tom
Tom joined Warwick Financial Solutions in 2001 as Technical Manager. Tom is now responsible for Human Resources, Information Technology, process integration, due diligence, the Investment Committee and reporting at C-Suite Level.
Tom’s role also includes providing technical support for compliance and marketing.
Tom is a Chartered Financial Planner. Chartered status is awarded by the Chartered Insurance Institute and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards.
As a specialist in complex pension planning at G60 and AF3 level and a specialist in trusts and Inheritance Tax planning, most of Tom’s clients were referred to him by their accountant
How I like to spend my time outside work
Tom has a keen interest in technology and is currently learning Python programming language.
The important stuff
Tom is registered with the Financial Conduct Authority (FCA), registration number TXO01247.
The FCA requires that all retail investment advisers in the UK hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake and has completed appropriate CPD.
You can view Tom’s SPS and qualifications by clicking on the buttons below.
SPS QualificationsQualifications
Qualifications
Tom in the spotlight
You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.
A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.
I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.
Everything is clearly explained and nothing is too much trouble for this professional and friendly team.
Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.
I am very happy with the personal approach and understanding of my financial requirements by Greg.
Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.
July 2020
I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!
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