The firm was established in 2009 by Louise O'Reilly. Having worked for many years for HSBC Bank Louise's aim was to run a local firm which is purely committed to the financial planning needs of wealthy individuals and families. We are part of Quilter Financial Planning Ltd, the UK's largest network of financial planners, which keeps our advice and processes up to date and efficient. Further it provides our clients with peace of mind that there is a company of huge financial strength and strict governance backing our firm.
We have 3 services available, transaction only, financial planning and wealth management. Once we explain the differences in services, it is up to the client which level of service they require.
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