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
Size
Small
Phone
N/A
Website
accessionfp.co.uk
Email
N/A
Locations
First Floor, 4 West St, PE8 4EF
01832279170
Digital Popularity
Social Media
Competitors
BMSG Wealth Management
BMSG Wealth Management provides independent financial advice to help clients achieve their financial goals through suitable and sustainable plans.
Barclays Wealth Management
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 13 years ago.
Status
Active
Size
Micro
Directors
3
Age
13 years old
Employees
11
Turnover
Unreported
Total Assets
£646.25K
Cash in Bank
£195.99K
Total Liabilities
-£224.71K
Mr Gary John Markham
Director • British • Lives in England • Born in Sep 1954
Mrs Emma Louise Jones
Director • PSC • Financial Adviser • British • Lives in England • Born in Jan 1983
Mr Richard David Jones
Director • PSC • Financial Services • British • Lives in England • Born in Sep 1982
More information on Oundle Wealth Management Ltd
Teams
All
10
Management
7
Support
3
Customer Service
3
Mark Hawksford
Head Of Operations • Joined Nov 2024
Emma Jones
Chartered Financial Planner & Director • Joined Nov 2018
Charlotte Rose
Administrator • Joined Sep 2023
Amy Woolliscroft
Business Development Coordinator • Joined Oct 2023
Joe Moricca
Chartered Financial Planner • Joined Jan 2025
Alex Agnew Dippfs
Financial Adviser • Joined Nov 2023
Steven Town
Chartered Paraplanner • Joined Dec 2021
Teresa Webster
Advisor Support • Joined Jan 2019
Rachael Player
Admin Support • Joined Mar 2025
Eleanor Marshall
Graduate Trainee Paraplanner • Joined Dec 2023
Mark Hawksford
Head Of Operations • Joined Nov 2024
Emma Jones
Chartered Financial Planner & Director • Joined Nov 2018
Amy Woolliscroft
Business Development Coordinator • Joined Oct 2023
Joe Moricca
Chartered Financial Planner • Joined Jan 2025
Alex Agnew Dippfs
Financial Adviser • Joined Nov 2023
Steven Town
Chartered Paraplanner • Joined Dec 2021
Eleanor Marshall
Graduate Trainee Paraplanner • Joined Dec 2023
Charlotte Rose
Administrator • Joined Sep 2023
Teresa Webster
Advisor Support • Joined Jan 2019
Rachael Player
Admin Support • Joined Mar 2025
Alex Agnew Dippfs
Financial Adviser • Joined Nov 2023
Teresa Webster
Advisor Support • Joined Jan 2019
Rachael Player
Admin Support • Joined Mar 2025