Richard Jones

As a Chartered Financial Adviser and Fellow of the Personal Finance Society, I provide the highest quality advice to business owners and high net worth private clients. I particularly focus on:  . Maximising Tax Efficiency on and after business / land sales.  . Constructing Income solutions for those selling their business.  . Planning Succession for family and unlisted companies and partnerships.  . Ensuring appropriate levels of risk for each situation. Supporting my advice, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax planning, pension planning, inheritance tax/estate planning and protection. I worked for the NFU mutual for 8 years before I set up Oundle Wealth Management Ltd, Partner Practice of St. James’s Place Wealth Management in 2012. In 2022 we merged with Accession Ltd and Oundle Wealth Management Ltd is now trading as Accession. I have a Bachelor’s Degree in Politics from Newcastle University and a Masters of Business Administration from Warwick University. Having qualified as a Financial Adviser in 2004 I have been advising clients ever since. I was named as the Personal Finance Society's Investment Specialist of the Year for 2019-20, an award in which I was a finalist in 2017. In 2021 I was named the St. James's Place Chartered Financial Planner of the Year and was a finalist in the Personal Finance Society's Chartered Financial Adviser of the Year award. For more information, please visit www.accessionfp.co.uk or e-mail me on Richard.jones@sjpp.co.uk The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 24/03/2025