Accession FP
Accession FP is a chartered financial planning firm that provides wealth management advice for farmers and rural businesses. The firm focuses on building long-term client relationships based on trust and mutual respect, assisting clients in achieving their financial goals through personalised strategies.
- Investment Planning
- Protection Planning
- Retirement Planning
- Inheritance Tax Planning
Locations
Digital Popularity
Social Media
LinkedIn59 Followers
Competitors
BMSG Wealth Management provides independent financial advice to help clients achieve their financial goals through suitable and sustainable plans.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Accession FP is operated by Oundle Wealth Management Ltd and is a Active company incorporated on 1 October 2012 with the registered office located in Northampton, Northamptonshire. Oundle Wealth Management Ltd was registered 12 years ago.
Status
Active
Size
Micro
Directors
3
Age
12 years old
Employees
11
Turnover
Unreported
Total Assets
£646.25K
Cash in Bank
£195.99K
Total Liabilities
-£224.71K
Teams
10
5
5
3
3
1
1
Head Of Operations • Joined Nov 2024
Chartered Financial Planner & Director • Joined Nov 2018
Administrator • Joined Sep 2023
Business Development Coordinator • Joined Oct 2023
Graduate Trainee Paraplanner • Joined Dec 2023
Chartered Financial Planner • Joined Jan 2025
Financial Adviser • Joined Nov 2023
Advisor Support • Joined Jan 2019
Chartered Paraplanner • Joined Dec 2021
Admin Support • Joined Mar 2025
Chartered Financial Planner & Director • Joined Nov 2018
Graduate Trainee Paraplanner • Joined Dec 2023
Chartered Financial Planner • Joined Jan 2025
Financial Adviser • Joined Nov 2023
Chartered Paraplanner • Joined Dec 2021
Chartered Financial Planner & Director • Joined Nov 2018
Graduate Trainee Paraplanner • Joined Dec 2023
Chartered Financial Planner • Joined Jan 2025
Financial Adviser • Joined Nov 2023
Chartered Paraplanner • Joined Dec 2021
Administrator • Joined Sep 2023
Advisor Support • Joined Jan 2019
Admin Support • Joined Mar 2025
Financial Adviser • Joined Nov 2023
Advisor Support • Joined Jan 2019
Admin Support • Joined Mar 2025
Head Of Operations • Joined Nov 2024
Business Development Coordinator • Joined Oct 2023