About us

Learn more about your advisers

What our clients say

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What we stand for

We aim to make financial matters easy to understand and help you to make decisions with confidence.

Accession is based in Northamptonshire with offices in Oundle and Abbots Ripton. We specialise in providing bespoke financial advice to those in the rural community such as landowners, farmers, and agronomists.

Accession is the trading name of Oundle Wealth Management Ltd a firm of CII Chartered Financial Planners. 

What do our clients say?

It is important to get an idea of how we help by hearing from some of our existing clients.

The video was recorded in 2021 at Kelmarsh Hall during our annual client event.

If you would like to read more of our client testimonials make sure to check out our testimonials page, or look on Google or VouchedFor.

Our history

Oundle Wealth Management started in 2012, with a team of just two people. The objective at the time was simple – provide high-quality financial advice and excellent support. This meant meeting with clients regularly and developing relationships. 

This simple idea of solid advice, excellent service and ongoing support has worked. The team has grown from two to nearly ten and we have plans to grow more in the future!

In 2022 Oundle Wealth Management Ltd merged with Accession Ltd and now is trading as Accession. 

Our awards

We have been fortunate to have our advisors win numerous awards over the years.

Richard Jones won

  • The St. James’s Place Chartered Adviser in 2020.
  • Personal Finance Society Investment Specialist of the Year in 2019/2020.
  • 2018 finalist for St. James’s Place Chartered Adviser of the Year.
  • 2017 Personal Finance Society finalist for Investment Specialist of the Year.
Richard Jones is a Chartered Financial Planner and former Investment specialist of the year.