O’Reilly Wealth Management is a progressive firm operating across the North of England, South West Scotland and the Borders area.
We aim to build and maintain a long-term, trusted relationship with our clients by applying our experience and expertise, gained from many years in the Financial Services industry which in turn give both private and business clients financial peace of mind.
We provide bespoke, relevant and clear solutions to meet our client’s needs. Our in-house advisers can, if required, liaise with your lawyers, bankers and accountants, or act with our chosen professional advisers, to ensure the advice given is right when given, and continues to meet your needs in the future. We will cut through the jargon, provide guaranteed* advice and make the whole process as easy as possible.
Our clients benefit from having a one to one service from their adviser with the backup of our dedicated and professional team of support staff, which makes us large enough to make a difference and small enough to care.
We are available to see you in any of the O’Reilly offices in Penrith and Leyburn or if preferred we are also happy to meet you in your home or place of work.
The level of satisfaction may be judged by the fact that most new clients come from a personal recommendation from our existing clients.
*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management services available for companies in the group.