John O’Hara is a Chartered Financial Planner and Warriner & Co’s occupational transfer specialist. He has 19 years experience of working with individuals and companies and specialises in pension and investment advice. John has achieved the advanced diploma in pension planning, investment planning and taxation and trusts and is a recognised later life planner holding the certificate in long term care planning.
At Warriner & Co we feel we give clients real added value. Our approach to planning your finances is truly client focused and holistic, no two clients are ever the same. We concentrate on understanding how our clients work, helping clients with choices and decision making as their career develops. Our aim is to form long term relationships, where together we work to implement your lifetime financial plan.
We have found John O'Hara to be key in the management of our funds, these include both our pensions and ISA accounts.
His management style & understanding of our needs have worked well for us over a number of years,We look forward to our meetings together for us to share information on the market trends, along with review of our current needs and long terms goals.
Money management is very important to us John clearly helps us manage it better.
In my 20+ years of dealing with Warriner & Co I have been more than satisfied that my finances and investments have been in good hands.
They have managed to achieve excellent growth using a range of investment vehicles to suit me, and have advised me soundly when to change and how to manage risk.
The main benefit that they provide to me in my dealings is - Trust.
Just a few words to complement the financial services I've received from John and the staff at the Warriner Group over the past 10 years or so,I can honestly say he has become a Friend to both me and my wife.
The fact that I will be retiring very shortly with a substantial amount of money is a credit to him and his team to make this possible once again many thanks to you all .