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.

Investment Planning

Protection Planning

Retirement 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 assessed my finances and opened up a suitable account with SJP. He also advised me on how best, to plan my finances for the future. Joe was very efficient at organising my life and critical illness insurance, for a competitive price.

Company Secretary, Northamptonshire

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

Blog

Autumn Financial Pulse Newsletter

The financial landscape for farmers and business owners in the UK is rapidly evolving, particularly when it comes to Inheritance Tax (IHT). Over the past five years, IHT receipts have surged by more than 50% , and the Office for Budget Responsibility (OBR) predicts that this trend will continue in the coming years with rising property and land values.

Read our blog