We understand and support farming families...

We specialise in providing high-quality, face-to-face wealth management advice, focused on building personal, long-term client relationships founded on trust and mutual respect.

Investment Planning

Protection Planning

Retirement Planning

Inheritance Tax Planning

We understand that all rural businesses are unique

We take the time to get to know you and spend the time to figure out if we are a good fit for your needs, and we help you reach your goals by building a solid financial plan with tailored advice just for you.

We are committed to working together with you, for the long term to help you achieve your goals, and we aim to make your financial matters easy to understand and help you to make decisions with confidence.

Your goals are our goals. Working together, we can achieve them.

Client Testimonials

I have dealt with Richard for many years. I have received good advice through some difficult investment times, and I have a great amount of trust in Richard to manage my financial affairs.

Retired Farmer, Hertfordshire

Richard has been most impressive in the way he has sorted and reorganised our finances. He has been highly approachable and responsive and got things done decisively, quickly and without fuss. He managed to achieve in a matter of weeks outcomes that would have taken us months – and he found much better solutions than we had considered.

I would recommend him without the slightest hesitation.

Professor Gordon Stobart
University Professor, Lyme Regis, Dorset

Richard has advised us for many years, and he has always put our interests first. His advice has been consistently sound and trustworthy and he continues to work very efficiently for us.

When we were considering selling the farm, Richard provided comprehensive information and access to other specialist advisors that we needed to take on board.

The ongoing service of Oundle Wealth Management continues to meet our requirements for future investment planning.

Farmer, Bedfordshire

Blog

Accession launch Inheritance Tax Guide – estate planning considerations for personal wealth and business owners

“’What’s the best way to leave an inheritance for my family?’ This is something we are asked more than ever since the Budget and a key motivator to launching our Inheritance Tax guide,” says Chartered Financial Planner, Joe Moricca MSc APFS, from Accession.

Read our blog