Welsh Government

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Financial Management Surgery

Planning and managing your finances is essential for every business. A financial management surgery will provide businesses with the opportunity to evaluate how their business is performing, identify areas for improvement and discuss plans for the future.

As well as gaining an overview of the current financial situation and using accounts to see potential financial avenues, the advisor will also help identify areas for improvement and discuss any future plans to strengthen the viability of the business.

A financial management surgery will provide an opportunity to discuss and receive guidance on

  • Options for future investments
  • Off-farm investments
  • Banking strategies
  • Cashflows and annual budgets
  • Pension schemes

Farmers are encouraged to bring information to the surgeries which offers an insight into their business, such as three years of financial accounts and any details of investments and pensions if relevant.