O’Reilly Wealth Management was established in 2014, when its Principal Lee Watson accepted an invitation to join St. James's Place Wealth Management.
Prior to this, the Practice was operating as an IFA firm since 1993. With offices in Leyburn and Penrith, we are able to provide advice to clients across North Yorkshire, Cumbria, South West Scotland and the Border area.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.