Accession - Chartered Financial Planners for farmers & rural businesses

11/06/2026

10/06/2026

What is a financial plan and what does it look like?

Our financial planning service is designed to cover all your financial needs. We provide you with a comprehensive Financial Plan that covers your complete financial situation and highlights the essential steps required to achieve your goals, whatever your stage of life. As with any plan, the earlier in the process you make one the better!

09/06/2026

Now we’re firmly in a new tax year, what can you do to get ahead as an Accession client?

From making use of the new functions within the SJP app to making your 2026-27 ISA contribution early in the tax year, as well as rethinking your pension ahead of the April 2027 changes to how pensions are viewed for Inheritance Tax purposes, our latest blog takes you through some pointers: https://accessionfp.co.uk/blog/now-were-firmly-new-tax-year-what-can-you-do-get-ahead-accession-client

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 Limited.

SJP approved 28/5/2026

08/06/2026

Do you know you can inherit your partner’s ISA allowance?

When a spouse or civil partner dies, dealing with finances can feel overwhelming. However, one valuable tax benefit is often overlooked: the ability to inherit your partner’s ISA allowance.

Our latest blog discusses what this could mean for your finances and future investments in our latest blog: https://accessionfp.co.uk/blog/do-you-know-you-can-inherit-your-partners-isa-allowance

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 the trading name of Oundle Wealth Management Ltd.

SJP Approved 20/5/2026

08/06/2026

Growing your business for the future must include thoughtful exit planning, says Joe Moricca MBA FPFS, one of our Accession advice team. Joe is passionate about helping business owners - find out why in our latest blog.

https://www.accessionfp.co.uk/blog/growing-your-business-exit-route-mind

Some aspects of Exit Strategies may include the referral to services not provided by SJP.

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 Limited.

SJP approved 28/5/2026

If you are a small or medium enterprise (SME) owner, you have weathered your fair share of storms in recent years, from Brexit to Covid-19, and with the new global landscape causing further uncertainty and increased business costs for your rural or farming business.

05/06/2026

Always a cracking day hosting forty guests at with 👌

Well done to Roger Parrish's team who returned as reigning Team Flurry Champions to successfully defend their title in a tense shoot-off.

Congratulations also to Will Cree as top individual gun with a whopping 47/50 score, and Gina Gould as top lady gun.

See you again in 2027 👏

02/06/2026

On Friday we celebrate by taking a look at the rural environment about us this week.

As chartered financial planners for farmers and rural businesses we are lucky to be out and about in the diverse English countryside environment almost every day of the working week.

Thank you to all those farmers who do so much to encourage a range of wildlife habitats on their farms.

01/06/2026

Fantastic to see Oundle Young Farmers new club shirts in force at the Northants Young Farmers' Clubs Rally a couple of weekends ago - with several ex-Oundle YFC members amongst our team, we are delighted to be shirt sponsors.

📸 credit Oundle Young Farmers Club

26/05/2026

Our Business Development Coordinator, Amy, was at the RHS Chelsea Flower Show at the weekend, taking some time out to engage in her love of gardening and gardens. At Accession we acknowledge the benefits of having hobbies outside of work and family life, what’s yours?

20/05/2026

Growing your business for the future must include thoughtful exit planning, says Joe Moricca MBA FPFS, one of our Accession advice team. Joe is passionate about helping business owners, find out why in our latest blog.

https://www.accessionfp.co.uk/blog/growing-your-business-exit-route-mind

Some aspects of Exit Strategies may include the referral to services not provided by SJP.

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 Limited.

SJP approved 5/5/2026

If you are a small or medium enterprise (SME) owner, you have weathered your fair share of storms in recent years, from Brexit to Covid-19, and with the new global landscape causing further uncertainty and increased business costs for your rural or farming business.