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Accession starts 2025 with a double celebration
Amy Woolliscroft11th February 2025
Accession, Financial Planners in Cambridgeshire and Northamptonshire, are delighted to announce that all four of their advisers have been awarded Top Rated Adviser status by VouchedFor, the independent review company for professional services.
One VouchedFor review left by a young professional in Oundle, said: “We wanted to learn more about how to manage our finances in the most effective way and Alex has helped so much with life insurance, pensions and savings. His expertise and support throughout have been invaluable.”
Accession are a firm of financial planners with offices in Abbots Ripton, Cambridgeshire, and Oundle, Northamptonshire, specialising in providing high-quality, face-to-face wealth management advice for farmers, rural businesses and families across the East of England and the surrounding counties.
Their directors, Emma Wilcock and Richard Jones, said: “We would like to thank those clients who have left such positive feedback for our services on VouchedFor. At Accession we are committed to building personal, long-term client relationships founded on trust and mutual respect, and it is really rewarding to see that our clients recognise that too.”
“With the impact of the Autumn Budget changes looming over farmers, landowners, business owners and those with significant pension pots, at Accession we are committed to helping our clients find solutions that provide peace of mind and a more secure future. The fact that so many of our clients have endorsed our services on VouchedFor reflects what we already know ourselves, that we can impact our clients lives for the better through our high-quality financial advice.”
As well as being delighted to receive Top Rated advisers’ accolades for all four Accession financial advisers, there has been a double team celebration as Joe Moricca MSc APFS was awarded Chartered Financial Planner status at the start of the year.
Joe said: “I am thrilled to have officially qualified as a Chartered Financial Planner. I would like to thank everyone for their support over the years, especially those at Accession and I look forward to taking the skills I have learnt and continuing to support my clients with their financial planning.”
If you are concerned about the impact of the Autumn Budget changes to Agricultural Property Relief, Business Property Relief and retirement planning, please do contact the team at Accession on 01832 279170 or contact us to make an appointment with one of our four Top Rated financial advisers.