Senior Partner Practice of St. James's Place Wealth Management
Adam was brought up in Appleby where he still lives with his wife and two sons. He graduated with an honours degree from Sheffield in 1994 and then embarked on his career in financial services.
Adam has worked within financial services for over 20 years, he had experience working for life assurance companies and within an accountancy practice before setting up his own financial advice business. Having felt that his clients would benefit from the additional support that he could provide by being part of a larger operation he took up the opportunity to join a local Wealth Management firm before joining our Practice in December 2014.
In 2017, Adam qualified as a Chartered Financial Planner having completed the Advanced Diploma in Financial Planning and this means that clients can be confident that he is wholly committed to providing the best possible advice, service and support.
Adam provides advice to clients on all matters of financial planning, within North Yorkshire and Cumbria. Under-pinned by a high level of specialist expertise and experience, he will find practical solutions and provide advice in an easy to understand manner.
When not working, he spends time with his wife Nicola and two sons Jacob and Luke. He also enjoys golf and has been a member of Appleby Golf Club for over 28 years, has served on the committee and was Captain in 2012.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
O'Reilly Wealth Management Ltd is registered in England and Wales, Number 8898105. Registered Office: Clifton Hall Cottage, Hall Lodge Lane, Great Clifton, Workington, Cumbria, CA14 1SQ, England.