In September 2022, Following the sad news we shared about the passing of our Managing Director, Lee Watson O’Reilly Wealth Management accepted an invitation to join another highly respected Senior Partner Practice of SJP, Emerald Associates.

Throughout the transition, the O’Reilly Wealth Management brand was retained as a trading name to ensure clients, staff and the local community had continuity. We wanted to ensure everyone was happy with the transition and understood that there would be no changes to the level of service received. Two years in and we have now taken the decision to change the name of O’Reilly Wealth Management to Emerald Associates.

Whilst our name is changing, please be assured that our commitment to providing you with the highest level of service remains unchanged. You can continue to expect the same quality, dedication, and support from our team that you’ve always experienced.

What Does This Means for You as a client:

1. No Disruptions: Our services, and your financial adviser will remain the same. The points of contact such as telephone numbers and adviser email address’ will remain the same
2. Updated Branding: Over the next few weeks, you will see our new name and logo on all official communications, including invoices, websites, and marketing materials
3. Same Ownership & Team: There are no changes to our team or staff. We’re still the same company you know and trust—just with a new name.

If you have any queries or require any further information, please contact our normal office number 01768 840000 (Penrith) or 01969 624242 (Leyburn).