Senior Partner Practice of St. James's Place Wealth Management
Steve has been working in the financial services industry for over 19 years, originally born in Lancashire, Steve started a career in financial planning with a major home service company in 1993 where he completed his Financial Planning qualifications. In 1996 he moved to Cumbria having being promoted to assistant branch manager.
In 2006 he joined O’Reilly Wealth Management as Senior Paraplanner for the Financial Services Department. He was appointed financial services team manager in 2008 and is now the Operations Director for O’Reilly Wealth Management.
His duties include ensuring that the team of advisers and administrators are all working together to meet our clients' needs and expectations and although Steve no longer provides advice to clients, he has the knowledge and experience of guiding the team to provide excellent customer service.
Steve is married with three daughters and most of his free time is taken up in his capacity as an unpaid chauffeur! Steve also enjoys his football and motorsports when time permits.
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.