Do you have a financial life plan?

Whilst many farm owners spend their time planning the affairs of their operation, they often spend too little time considering their own personal financial position, especially in regards to their retirement.

The development of a personalised financial life plan will enable you to save enough money to be financially secure once you retire.

Farm owners sometimes envision their business as their retirement fund, but it may not be viable to sell the business when you want to retire or your business may not be structured in the best way to maximise its value.

A financial life plan should consider the following:

  • The value and saleability of your business
  • Tax efficient pension planning
  • Maximising your ISA portfolio
  • Tax free investments
  • Life cover to protect you and your family

MT Financial Management is a firm of Chartered Financial Planners that provides independent and unbiased financial planning, investment portfolio management, pension review and trust review services to the clients of Moore Thompson Chartered Accountants and selected professional introducers.

We offer an initial meeting at our cost and with no obligation, so that you can decide whether you wish to use our services before incurring any costs.

We will agree a fixed fee to provide a review of your current financial situation, so that our experienced and independent financial advisors can determine whether your financial arrangements are appropriate, and recommend areas that need improvement.

Of course, our proposals will be comprehensively explained, so you can make informed decisions about any suggested changes.

All of our advisors are qualified to Chartered Financial Planner status, providing their high levels of technical knowledge and experience on a fixed cost basis.

As our fees are agreed in advance, we are not tied to promoting particular solutions and can focus on providing the best professional advice.

To find out more about our services, please contact Trevor Wilshire on 01775 717220 or visit