Identifying your needs
Working in the arts means you’re not always afforded the financial security and consistency of other careers. But if you are to thrive and maintain a long creative life, you’ll need the peace of mind that financial wellbeing brings.
Which makes it all the more important you have a plan in place.
Our work with those in the entertainment and talent sector focuses on providing long-term financial confidence. We will help you understand your current financial position and explore your likely future needs with the help of sophisticated cashflow modelling technology and extensive specialist knowledge in this area.
Once we’ve fully understood what your personal goals and priorities are, we will formulate a plan and recommend steps you can take to ensure you can continue to live comfortably even if your future earnings fluctuate. Our recommendations may include investments, tax planning, and savings plans to ensure you are putting enough aside while your earnings are high to support you at other times.
Building an ongoing relationship with us allows you to concentrate on achieving your creative goals, knowing your finances are on track to support you.
“But you haven’t talked about retirement planning?”
You’ll notice that unlike a lot of other financial planning websites, we don’t go all-out on talk of retirement planning. Although planning for a secure and fulfilling retirement is, of course, an important part of the work we do with clients, we recognise that people visualise their lives in different ways. We know that many people in the creative and talent sector don’t ever see themselves retiring. So we advise on how to build a flexible passive revenue stream that allows for returning to work and gaps for things like sabbaticals. You may not see the point in waiting until your 60s to live the lifestyle you dream of if there’s a way you can afford it now. We take our lead from you and how you want to live.
We will help you to
Whether you want help navigating your pension options, or building an investment portfolio, we are here to give you the full picture. We utilise cutting-edge cashflow forecasting tools to present you with a graphic representation of your finances, forecast year-on-year, for the rest of your life. That then allows us to answer the question on everyone’s lips – do I have enough?
Do you want to take up opportunities to travel? Or change the pace of your life and buy that forever home? Perhaps you want to launch a start-up? Or maybe you’re looking to sell a business. We’ll help you identify what you really want from your future.
Drawing on a range of options that may include tax-efficient investing, estate planning, life and health insurance, income protection, and cashflow management, we’ll make certain you’re utilising all available approaches to creating and protecting your wealth long into the future.
Tax needs to be paid – apart from the times when it doesn’t. We’ll ensure you’re taking all legitimate opportunities to reduce your tax bill.
Our aim is to help our clients achieve financial freedom, because with financial freedom comes choice over your destiny. Whether it’s to purchase that dream home and live mortgage-free, pay for the best possible educational opportunities for your children, or relocate abroad and leave UK winters behind, we’re here to help remove the financial obstacles in your way.
If you would like to have a confidential discussion with no obligation about how we can help you then please get in touch.