Who We Are
We are Chartered Financial Planners.
We are a firm of Chartered Financial Planners, with a team specialising in providing high-quality, face-to-face wealth management advice, focused on building personal, long-term client relationships founded on trust and mutual respect.
We are specialists.
We understand and support farming families, and we understand that all rural businesses are unique. We help you plan for the future, and because we have rural backgrounds, we will talk a language that you will understand, and not confuse you with financial jargon. Proactive financial advice is transformational in shaping and delivering your future success.
Who are St. James’s Place, and how are you linked with them?
St. James’s Place are one of the UK’s largest Wealth Managers and provide support to advisers who work alongside them.
We carried out due diligence when setting up Accession, meeting with a cross-section of networks and considering a directly authorised route, which we chose not to take.
Our decision to work with St. James’s Place was made because of their extensive help navigating changes in regulation, the strength of the Investment Management Team who keep the fund managers under close review, and the depth of technical support accessible.
This support allows us to focus on our specialist field and importantly spend more time with our clients and build a business that can support the rural community for years to come.
Our advice guarantee.
Whilst we provide the bespoke and tailored service of a compact and dedicated team, 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, as we are backed by the St. James’s Place advice guarantee.
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.
Would you like to know more?
Please call our team on 01832 279170 to arrange a meeting or complete our contact us form and we’ll come back to you as soon as we can.
