Accession

Screen: Disqualified: advisor noiseContacts: Done

Description

We understand that all rural businesses are unique, so we're here to understand and support you. We are Chartered Financial Planners providing advice to farmers and rural businesses. We listen to your individual needs and provide you with specialist advice about investment, retirement, tax, estate and succession planning. Accession is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Accession is a trading name of Oundle Wealth Management Ltd. SJP Approved 18/12/2025

Location

Oundle, England, United Kingdom

Industry

Financial Services

Investor Type

Target Sectors

Verticals

No verticals classified

Financials

Revenue

EBITDA

Employees

31

Founded

2012

Classify Status

Prospects

Done
14 people
NameTitleEmailChannelsStatus
Apprentice Paraplanner
Adviser Support
Business Development Co-ordinator
Adviser Support
Graduate Trainee Paraplanner
Chartered Financial Planner & Director
Non-Executive Director
Chartered Financial Planner
Practice Manager
Head of Operations
Adviser Support
Chartered Financial Planner & Director
richard.jones@sjpp.co.ukvalid
Senior Paraplanner
Adviser Support

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 10198Airtable: vayne_86655910Created: 13/05/2026