Partner Practice of St. James's Place Wealth Management
Born in the North East Joan now lives in St Bees Cumbria. Joan previously worked for Lakeland Wealth Management providing administrative support to the sole adviser.
In 2015 O’Reilly Wealth Management purchased Lakeland Wealth Management due to the retirement of the adviser and therefore Joan joined our team of administrators when we transferred the clients to our practice. Joan works part time providing administrative support to Sarah Rayson as well as managing Sarah’s diary and maintaining regular contact with our existing clients to ensure that meetings are arranged to ensure that their investments are regularly reviewed.
Joan is married to her partner Colin and enjoys singing and travelling, Joan is a member of her local Church choir & West Cumberland Choral Society.
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.