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Chartered Financial Planners
for Farmers and Rural Businesses

We understand and support farming families...

We specialise in providing high-quality, face-to-face wealth management advice, focused on building personal, long-term client relationships founded on trust and mutual respect.

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Investment Planning

Investment Planning
Protection Planning

Protection Planning
Retirement Planning

Retirement Planning
Inheritance Tax Planning

Inheritance Tax Planning

We understand that all rural businesses are unique

We take the time to get to know you and spend the time to figure out if we are a good fit for your needs, and we help you reach your goals by building a solid financial plan with tailored advice just for you.

We are committed to working together with you, for the long term to help you achieve your goals, and we aim to make your financial matters easy to understand and help you to make decisions with confidence.

Your goals are our goals. Working together, we can achieve them.

Client Testimonials

Joe gave excellent and thorough guidance regarding the investment options for my pension pot and best ways to access my funds to secure a healthy retirement for my wife and myself. ​​​​

Retired, Cambridgeshire

Richard has been most impressive in the way he has sorted and reorganised our finances. He has been highly approachable and responsive and got things done decisively, quickly and without fuss. He managed to achieve in a matter of weeks outcomes that would have taken us months – and he found much better solutions than we had considered.

I would recommend him without the slightest hesitation.

Professor Gordon Stobart
University Professor, Lyme Regis, Dorset

Emma has provided us with advice on investments as a family and guided us through various wealth management issues. She has given help to my wife and daughters as well as the wider family which has been invaluable in planning business succession and in managing our tax liabilities. With the forthcoming changes in inheritance tax rules she will be an invaluable source of advice as we change structures and land ownership to try to mitigate the effects of the changes.

Arable Farmer, Cambridgeshire

Blog

Financial Pulse Spring 2025 - The challenges farmers face due to changes to Agricultural Property Relief

Agricultural Property Relief (APR) has traditionally provided vital support to farmers in the UK, helping to reduce the tax burden associated with transferring agricultural assets.

Read our blog