Senior Partner Practice of St. James's Place Wealth Management
Sarah was born in Keighley, Yorkshire but has lived in Carlisle for over 30 years. Sarah started work in 1997 at the Royal Bank of Scotland, later moving to the Clydesdale Bank in 2003. Sarah was a Relationship Manager in the Clydesdale Banks Business Centre in Carlisle. In 2009 Sarah became a Financial Planning Manager with AXA Wealth Limited and was based within the Clydesdale Bank branches covering Cumbria and South West Scotland.
Following other qualifications that were required for her role, Sarah achieved the Level 4 Diploma Qualification in 2011 and is now working towards Chartered Financial Planner status.
Sarah joined O'Reilly Wealth Management in May 2013 and provides professional advice to personal and corporate clients.
In her spare time Sarah enjoys keeping fit and can often be found at her local gym taking a gruelling exercise class or out in the lakes walking. Sarah also has a keen interest in various therapies, namely retail therapy!
Contact Sarah Rayson DipFA MIFS - Financial Adviser
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.