Michael O'Reilly
Associate Wealth Planner
Based in Amersham
Level 6 Advanced Financial Planning Certificate (CISI)
Level 4 Investment Advice Diploma in Financial Planning (CISI)
Michael joined Succession in 2018 after graduating from university with a First Class Honours in International Finance and Investment. He worked his way through the Client Delivery and the Technical Support teams before becoming a Wealth Planner and is currently studying advanced qualifications to become a Chartered Wealth Manager.
"In my spare time I am a family man with my 4 year old daughter keeping me on my toes taking her to gymnastics, trampolining and horse riding classes but find myself as the tired one at the end of the day! I enjoy watching and participating in all sports but mainly a keen interest for football and golf."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.