A professional service designed for those managing a farm or rural business in Wales. The service is significantly funded by government via Farming Connect. At the moment 80% of the cost can be met up to a value of £1,400. More advice could to taken, subject to your needs.

Planning cab be overlooked, yet it’s never been more crucial to truly understand your business, especially in uncertain times. Whether you're focusing on cost control, managing output, dealing with expansion, or handling financial pressure, now is the perfect time to review your business, assess your needs, and consider making changes.

The service is customisable to meet your specific needs, it can be a blend of the components below.

The service

• Enterprise or accounts analysis or benchmarking of your historic and current financials and/or physical performance.

• Assessment of limiting factors such as land, labour, finance, and buildings.

• Identification of new ideas and consideration of options that meet your needs or ambitions.

• A partial budget(s) to evaluate the physical and financial outcome of a change to the business or enterprise(s) or scale.

• A full detailed budget including enterprise gross margins, full profit and loss, balance sheet and possibly monthly cashflow.

• A viability test of a proposal, that could be used to support decision making or bank lending.

• A more traditional business plan that sets out the way forward and helps you or the family.

• A health check with analysis of Profit, Cash Flow, and Net Worth to give you more confidence.

• Your blend of the above wrapped up in a comprehensive detailed report.

Why me

• I offer a timely service with over 10 years of experience delivering advice in Wales , and over 25 years of advice to farms.

• Expertise across dairy, livestock, forage, cereal, vegetable, and property sectors.

• Skilled in analysing data from a wide range of recording systems—I know what works!

• Deep understanding of the performance that similar farms and businesses can achieve.

• Access to an industry-leading budgeting tool designed specifically for farms.

• Experienced in collaborating with professionals such as banks, accountants, and lawyers.

• A realistic, independent perspective to assess performance from both practical and financial angles.

How you Benefit

• Confidence in the viability of your business plan and cash flow.

• Enhanced financial understanding to make decision-making easier.

• Access to bespoke software reducing preparation time and freeing more time for discussion.

• Providing professionals, such as the bank, with well-presented, accurate information for better collaboration.

• Reduced time and stress understanding the business and preparing for any change.