Partner Practice of St. James's Place Wealth Management
Gillian was born in Lazonby and has lived in Cumbria all her life. She has worked in Sales and Admin since leaving school and served a short time at O’Reilly Chartered Accountants as a receptionist, carrying out a wide range of administration tasks.
Gillian joined our Penrith Practice in 2015 and currently works part time, providing administration support to our team with a main emphasis on managing the Practice diary to ensure that all client meetings are accurately recorded as well as maintaining regular contact with our existing clients to ensure that meetings are arranged to ensure that their investments are regularly reviewed.
She is married and lives in Penrith with her husband Jonty and two boys, Tyler and Jayden. In her free time, Gillian enjoys attending classes at her local gym, socialising, reading, and spending time with her family.
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.