Senior Partner Practice of St. James's Place Wealth Management
Kaitlyn was brought up in the villages surrounding Richmond and has always lived in the area. Following her recent move closer to Leyburn, Kaitlyn joined O’Reilly’s in July 2018. Prior to this she started her career in the Financial Services industry in 2016 through an apprenticeship at an Independent Financial Advisers where she worked for over 2 years.
Kaitlyn supports the team of administrators and advisers within the Leyburn office with general administration duties, portfolio valuations and submitting applications.
Outside of work Kaitlyn enjoys travelling; socialising with friends; spending time with family and boyfriend Jack; exercising at the gym and taking their Springer Spaniel Ted out on adventures in the Dales.
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.