Partner Practice of St. James's Place Wealth Management
Wendy was born in West Witton, North Yorkshire and now lives a short distance away in Carlton. She first started work at Barclays Bank in Hawes and worked in various local branches working up from Cashier to Loan Officer, before moving down to work in London with husband John in 1987 whilst continuing her employment with Barclays. Wendy returned to the Dales when expecting her first child Oliver.
In 1993, two years after her second child Sophie was born, Wendy started working part time for her father who owned an Independent Financial Advisory firm based in Leyburn as a general administrative assistant. Over the next few years Wendy qualified as an Independent Financial Adviser through completing relevant examinations and became a partner with her father until they sold the business to O’Reillys in 2008 where they both continued as Financial Advisers.
Having being based in our Leyburn Practice for over 20 years Wendy provides advice to clients in the Yorkshire Dales where she is well known throughout the community. In 2017, Wendy qualified as a Chartered Financial Planner having completed the Advanced Diploma in Financial Planning and this means that clients can be confident that she is wholly committed to providing the best possible advice, service and support.
Wendy enjoys being outside, walking her three Jack Russells, doing mad walking challenges and generally keeping fit.
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.