Matt O'Hara — Independent Financial Advisor in West Midlands, East Midlands
About Matt O'Hara
Matt O'Hara is a Wealth Management Consultant with over 18 years' experience helping clients plan confidently for retirement and financial freedom.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Sustainable and Ethical Investment
Qualifications
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.
Regulation
Matt O'Hara is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Matt O'Hara a regulated financial advisor?
Yes. Matt O'Hara is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Matt O'Hara offer?
Matt O'Hara offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Matt O'Hara based?
Matt O'Hara is an independent financial advisor based in West Midlands, East Midlands, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Matt O'Hara offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Matt O'Hara directly through their Trusted Advisor profile.
What qualifications does Matt O'Hara hold?
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
How do I book a meeting with Matt O'Hara?
You can book a free initial consultation with Matt O'Hara directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.