Partner Practice of St. James's Place Wealth Management
Richard was born in Dumfries and has lived in South West Scotland for much of his life. He entered the financial services industry in 2004 with a well known insurance company before leaving to embark on new challenges. He returned to financial services in 2008 and gained valuable experience with a small firm in South west Scotland.
He joined our firm in March 2009 as a Paraplanner to Lee Watson. Richard is currently Senior Paraplanner and has the full CII Advanced Diploma in Financial Planning, CII Discretionary Investment Management qualification as well as appropriate mortgage qualifications. He has recently attained Chartered Financial Planner status as a result of his studies through the CII.
Richard is qualified to provide advice direct to customers, however he currently enjoys more than anything else is providing technical support and guidance to all the advisers as and when needed.
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.