Richard Jones MBA FPFS
Richard Jones MBA FPFS
Chartered Financial Planner & Director
Richard Jones is a Director of Accession, a Chartered Financial Planner and fellow of the Personal Finance Society (PFS). He earned a degree in politics from Newcastle University, and an MBA from the University of Warwick.
Richard has previously won the PFS Investment Specialist of the Year award and the St. James’s Place Chartered Planner of the Year award, as well as being shortlisted for the PFS Chartered Advisor of the year in 2021.
Growing up on a farm in South Leicestershire, Richard has stayed true to his farming and sports roots – an active member of Oundle Young Farmers and playing rugby for both Lutterworth RFC and Oundle RFC, taking Lutterworth to the County Cup final at Welford Road in 2013.
After retiring from rugby in 2022, Richard has been kept very busy with his daughter Rosa, shooting, playing golf and recently taking up triathlons – when Rosa lets him!
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.
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.
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.
Richard has been our financial advisor for some years now and has always been very approachable and efficient in our dealings with him. We feel you need complete confidence in the person handling your money and the advice given, and we feel we have this in Richard and St. James’s Place. We contacted him recently and he gave us reassurance and sound advice, which helped us considerably during a difficult relocation.
Richard has provided appropriate, well researched financial advice to us in a clear and unambiguous manner and I would recommend his services to others without hesitation.
We are pleased with Richards’ visits, he has tailor made a project for us and we always like the fact that he advises us with regard to risk and tax. We are pleased with the clear information he gives us each visit.