Matt O'Hara
Independent Financial Advisor in West Midlands, East Midlands
Matt O'Hara is a Wealth Management Consultant with over 18 years' experience helping clients plan confidently for retirement and financial freedom.
Looking for a financial advisor in East Midlands? Trusted Advisor lists 4 FCA-verified advisors serving East Midlands and the surrounding area, covering pensions, retirement planning, investments, mortgages, inheritance tax, and protection. Every advisor is independently verified against the Financial Conduct Authority register, every review is left by a real, paying client, and every initial consultation is free of charge.
Compare profiles below, read verified client reviews, and book a no-obligation initial call directly with the advisor of your choice.
The East Midlands combines large pension and engineering employers (Rolls-Royce, Boots, Toyota) with a strong base of family-owned SMEs, producing steady demand for both corporate pension consolidation and business owner advice.
Long careers at major regional employers leave many clients with multiple defined benefit and defined contribution pensions to review, transfer or consolidate. The region also sees substantial demand for retirement cashflow modelling and transition planning, particularly for clients within five years of accessing their pensions. Family business succession planning and Business Property Relief are common conversations across Leicestershire and Northamptonshire.
Nottingham, Leicester, Derby, Lincoln, Northampton, Chesterfield.
Postcode areas covered: NG, LE, DE, LN, NN, S. Estimated population: 4.9 million.
Independent Financial Advisor in West Midlands, East Midlands
Matt O'Hara is a Wealth Management Consultant with over 18 years' experience helping clients plan confidently for retirement and financial freedom.
Independent Financial Advisor in West Midlands, East Midlands
Rajiv Soni is a Wealth Management Consultant at Mattioli Woods, helping individuals, professionals and business owners make sense of complex financial decisions. His philosophy is simple: the best fin
Independent Financial Advisor in West Midlands, East Midlands
Taj Johal is a Wealth Management Consultant at Mattioli Woods, where he helps individuals, families and business owners cut through financial complexity to make confident, well-informed decisions. He
Independent Financial Advisor in West Midlands, East Midlands
Tom Birkinshaw is a Wealth Management Consultant at Mattioli Woods, where he helps individuals and families build financial confidence through clear, holistic advice. He works closely with clients to
Compare 4 FCA-verified financial advisors serving East Midlands on Trusted Advisor. Each profile shows the advisor's services, qualifications, fee structure, and verified client reviews so you can shortlist two or three before booking a free initial call.
Yes. Every advisor listed is verified against the Financial Conduct Authority (FCA) register before going live, so they are authorised to provide regulated financial advice in the UK.
Yes. Every advisor on Trusted Advisor offers a free, no-obligation initial consultation. You can book directly from the advisor's profile.
Most advisors in East Midlands help with pensions and retirement planning, investments and ISAs, inheritance tax planning, protection (life cover and income protection), and mortgages. Use each advisor's profile to see their specific specialisms.