Matt O'Hara — Financial Adviser in The Midlands
About Matt O'Hara
Matt O'Hara is a Wealth Management Consultant at Mattioli Woods, where he helps individuals and families make informed financial decisions with confidence. With more than 18 years' experience in financial services, he believes good financial planning isn't about the number - it's about understanding what that number is for. By taking the time to understand each client's ambitions, values and lifestyle, he creates financial plans that support the life they want to live, not simply the wealth they want to accumulate. Matt began his career in banking, spending 12 years progressing from frontline customer service to branch manager. While he valued the relationships he built, he saw the personal side of banking gradually disappear as services became increasingly digital. Wanting to return to a career centred on meaningful client relationships, he joined Mattioli Woods in 2018, where he found the opportunity to combine technical advice with genuinely personal financial planning. Known for his approachable and inquisitive style, Matt enjoys uncovering what really matters to his clients. Whether helping someone realise they can retire sooner than expected or giving them the confidence to spend money they've spent years saving, he believes financial planning is about improving lives as much as managing wealth. He also has a strong interest in responsible, sustainable investing and mentors newer advisers, sharing his experience and helping to develop the next generation of financial planners. Outside of work, Matt lives in Leicester with his wife, two daughters and their dog. He is a lifelong Leicester City supporter, assistant coach for his daughter's football team and has even performed stand-up comedy, skills he believes have taught him the value of listening, confidence and connecting with people.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Inheritance Tax Planning
- Tax Planning
- Investment Management
- Responsible Investment
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Certificate in Mortgage Advice (CII) Professional Banking Certificate (CBI)
Regulation
Matt O'Hara is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Matt O'Hara an FCA-regulated financial adviser?
Yes. Matt O'Hara is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Matt O'Hara offer?
Matt O'Hara offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Matt O'Hara?
Fees vary depending on the service, the complexity of your situation and the assets involved. Matt O'Hara will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Matt O'Hara is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Matt O'Hara?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Matt O'Hara directly through the contact form.
Does Matt O'Hara work with clients outside The Midlands?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Matt O'Hara is based in The Midlands but you can confirm preferred meeting locations and video options when you book your initial call.