Accreditations and awards

Award winning financial advice and service

What our clients say

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Chartered Financial Planners

Accession has been awarded the title of Chartered Financial Planners by the Chartered Insurance Institute. There are over 20,000 individual CII members and over 800 chartered firms in the UK (Chartered status, CII Website, Accessed 15/08/2022). 

As a firm of Chartered Financial Planners, we have to abide by a strict criterion including retaining numerous highly qualified staff. And an ongoing commitment to continuing professional development.

We must adhere to an industry standard Code of Ethics. You can view the Code here.

Chartered Financial Adviser of the Year for 2020

Richard Jones director of Accession has recently been awarded St. James’s Place’s most prestigious award “Chartered Financial Adviser Of The Year”.

The award required not just technical skill and knowledge but also furthering of the profession and having a focus on his clients.

 Part of Richards focus was to improve financial education in society. Adam Johnson, who was part of the Judging Panel stated, “I’m sure Richard will be a brilliant ambassador for the Chartered Community.”

Personal Finance Society Investment Specialist 2019

Richard Jones, Chartered Financial Planner and Fellow of the Personal Finance Society has won the PFS Investment Specialist of the Year award for 2019/2020.

Richard Jones Award Birmingham 2019