Richard Jones FPFS, a director at Oundle Wealth Management, has been named by wealth manager St James’s Place as its 2020 Chartered Financial Planner of the Year.

His award was announced at the recent 4th Annual Chartered Symposium, taking place virtually this year. 

SJP says the award recognises an individual who has raised professional standards and demonstrated a commitment to their profession and to their clients within their area of expertise. He was one of five finalists to be shortlisted for the SJP award. 

He is one of 956 St James’s Place partners and advisers to have achieved Chartered status, making it one of the largest employers of Chartered advisers in the UK.  Over 956 partners and advisers now hold a Chartered title awarded by one of the professional bodies, including Chartered Financial Planner, Chartered Wealth Manager and Chartered Financial Analyst.

Mr Jones has 15 years' experience as a financial adviser, establishing Oundle Wealth Management in 2012, a partner Practice of St James’s Place. 

He qualified as a financial adviser in 2004 and has been advising clients since, working for NFU Mutual for 8 years. 

He is a Chartered Financial Planner and Fellow of the Personal Finance Society and provides advice mainly to business owners and high net worth private clients, focusing on farmers, land and business owners. He was named as the Personal Finance Society's Investment Specialist of the Year for 2019-20.

MrJones said: “I’m thrilled to be named SJP’s Chartered Planner of the Year 2020. It’s an honour to be recognised among the high calibre of the other finalists and given the increasingly high standards our industry requires.”

Edward Grant, director responsible for professional development at SJP, said: “This is an incredible achievement for Richard and is a real testament to the quality of his work and the service he provides to clients.”