Senior Partner Practice of St. James's Place Wealth Management
Stephen was born in Whitehaven and has lived in Cumbria all his life. He has previously worked in an accounts department in the construction industry before leaving to tackle new challenges in an accountancy practice in 2008.
He joined O’Reilly Chartered Accountants in 2010 to work within the Personal Tax department and was involved in all aspects of personal tax compliance including the completion of Personal Tax Returns.
Stephen joined O’Reilly Wealth Management in 2012 as an Administrator before progressing to his current role as a Paraplanner, he is currently studying towards the Diploma in Regulated Financial Planning. Stephen enjoys assisting the advisers with technical support and guidance whenever they need it.
In his spare time Stephen can be found supporting Carlisle United of which he is a Season Ticket Holder and enjoys walking in the Lake District and the Scottish Borders being a member of a local walking group.
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.