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Accession is the trading name of Oundle Wealth Management Ltd a firm of Chartered Financial Planners.
You have worked hard to get where you are right now.
Things are starting to look good.
Now that you have built up your assets you undoubtedly have some questions.
Thanks to the vastness of the internet there are a lot of different answers.
While looking for the best answers, it is so easy to get overwhelmed by the jargon, and all the different options.
Also be careful of that person telling you of the “Next Big Thing”.
You see the key with financial planning is that no two plans are the same.
This makes it challenging as the best solution for someone might not be the best for you.
So why not talk to an expert?
Someone who knows the ins and the outs of the markets, who can take the time to figure out your goals. Someone who will take the complicated financial jargon and make it simple to understand.
We help you reach your goals by building a solid financial plan with tailored advice so you can get the best solutions.
All you have to do is book a meeting with us below.
Whilst we provide the bespoke and tailored service of a small firm.
The suitability of our advice has the backing of one of the UK’s largest wealth management companies.
Ultimately, this gives you an extra layer of protection and the best of both worlds.
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
Our team has won numerous awards including the Personal Finance Society Investment Specialist of the Year 2020. You can read more about our awards by clicking the icon above.
We take the time to get to know you and spend the time to figure out if we are a good fit. We want to work together for the long term to help achieve your goals.
We work with the rural community so we understand the summer is busy and that the profits may not always be clear until the last moment. We work with your team to help you plan for the future.
Our team has won numerous awards including the Personal Finance Society Investment Specialist of the Year 2020. You can read more about our awards by clicking the icon above.
We take the time to get to know you and spend the time to figure out if we are a good fit. We want to work together for the long term to help achieve your goals.
We work with the rural community so we understand the summer is busy and that the profits may not always be clear until the last moment. We work with your team to help you plan for the future.
Everyone knows you need your money to work for you.
We help reach your life goals, whether that be a small allotment, a new car or a holiday home.
We make sure that your investments match your objectives and risk. Aiming for you to have the money to get what you want out of life without worrying.
Retirement should be a time for you to enjoy and do the things you want to.
However, what if you run out of money or what if you give too much away?
We help you determine when and the how you can retire so you can just enjoy it.
At some point in life it becomes important to think about the next generation.
We help to provide tax-efficient solutions to pass on your wealth to the next generation.
We do the complicated parts so you don't have to worry.
Maybe you have started a family or have a partner.
What happens if one of you were to die? Could you afford the mortgage, could your spouse work and look after the kids?
We help make sure that you and your loved ones have the right protection just in case the worst ever happens.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Meet our directors, advisers, paraplanners and support staff.
Find out more about the team who will work with you.
