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.