Rural living brings its own set of challenges, and opportunities. Having spent my entire life in rural Wiltshire, I understand what it takes to build a secure future for yourself, your family, and your career while staying true to the values of countryside life.

Many of my clients are proud to work in rural-based professions: farmers, rural surveyors, gamekeepers, land agents, equine professionals, wildlife conservationists, and those in the veterinary industry. Each of these lifestyles is vital to the sustainability and wellbeing of our countryside, but they also come with financial complexities that differ from more urban professions.

From unpredictable incomes shaped by the seasons, to succession planning for family farms and estates, to navigating *specialist tax considerations, rural professionals often face challenges that require tailored advice.

That’s where I can help. I provide clear, practical financial planning that takes into account the realities of rural life, whether that’s safeguarding your family’s future, protecting your business, planning for retirement, or simply finding financial clarity amidst uncertainty.

By understanding both the demands of your profession and the traditions of rural living, my role is to provide straightforward guidance tailored to your way of life.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

*Please note that where specialist tax advice is required you may be referred to a service that is separate and distinct to those offered by St. James's Place. The advice provided would not be regulated by the Financial Conduct Authority.