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We provide specialist advice for farming and rural businesses

At Country Wealth we believe that members of the rural community should always receive fully independent financial advice.

Having previously worked as a restricted adviser for NFU Mutual, our resident chartered financial planner has advised countless farms, rural businesses & households with their unique financial planning needs. It is this experience that has made us passionate about providing independent advice to rural communities.

We firmly believe that farms & rural businesses deserve to benefit from financial advice that allows them to access the most suitable, tax-efficient and cost-effective products & services from across the whole market. We feel that this advice should be ethically priced and in line with the complexity of the work carried out, not purely based on the scale of investment.

 

Areas where we can add value

Managing lump sums generated from the sale of a farm, land or business to ensure that it is tax efficient and meets your needs for income or growth
Independent review of your life insurance policies to ensure you achieve the best rate available on the market
Protecting your business from the financial impact that would result from the death or serious illness of a key worker
Making sure that your pensions are suitable, competitive and protected from inheritance tax
Reviewing the performance of your investment funds to ensure they remain competitive, tax efficient and in line with your long-term financial needs

The FCA does not regulate tax planning