Cecilia Reilly

Cecilia Reilly

Financial Planning Consultant

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Northumberland

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About me

I studied Law and Taxation in Ireland for four years and graduated from Limerick Institute of Technology in November 2011 at which point I moved back to the UK. I started my career in Financial Services in the South East in 2012 and have had various roles over the years from Administrator for Pensions and Employee Benefits to Paraplanning and finally qualifying as a Financial Adviser. I received the Diploma in Regulated Financial Planning in 2017 and have been advising since 2018. I am working towards Chartered status and have completed additional exams in Pension Transfers, Pension Planning and Long Term Care.

I relocated to the North East in November 2019 and joined Perspective North East Limited. I work with a variety of clients, providing them with holistic financial advice to help them achieve their financial goals, however the majority of my clients are retired or in the process of retiring. I also provide advice in Protection, Investments, Retirement planning, Estate Planning and Long Term Care.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Saving for school fees

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee