meet the team

Lee grew up in the Keswick area then graduated from Huddersfield with an honours degree in business law. After graduation he commenced a career in financial services, initially as a tied adviser for an insurance company. With a desire to offer Independent Financial Advice, he joined O'Reilly in 2000 and became a partner in 2004.

In 2008 the partners of O’Reilly expanded into Leyburn, North Yorkshire through the acquisition of Yoredale Investment Services. In 2011 Yoredale and O’Reilly Financial Services were effectively merged. The business now operates from offices in Penrith, Hawes & Leyburn.

Lee now divides his time between Cumbria and Yorkshire managing the business and providing advice to existing and new clients.

Originally from Whitworth in Lancashire, Steve started a career in financial planning with a major home service company where he completed the professional Financial Planning Certificate. In 1996 he moved to Cumbria having being promoted to assistant branch manager. With over 10 years in Financial Services, Steve joined O'Reilly in 2006 as Senior Paraplanner for the Financial Services Department. He was appointed financial services team manager in 2008.

Richard was born in Dumfries and has lived in South West Scotland for much of his life. He entered the financial services industry in 2004 with a well known insurance company before leaving to embark on new challenges. He returned to financial services in 2008 and gained valuable experience with a small firm in South west Scotland. He joined our firm in March 2009 as a paraplanner to Lee Watson. Richard has the full Financial Planning Certificate and appropriate mortgage qualifications. Currently studying for further exams and hopes to ultimately gain Chartered Financial Planner Status.