Wealth Management: Actors & Actresses
Searching for financial independence & stability?
Develop a financial plan to smooth the ups and downs of your income, making sure your tax is covered and understand how to save in a tax efficient way, where to invest and how, whilst also ensuring you have enough money for the future.
We're here to help you achieve your goals, protect your wealth and keep you tax efficient.
QUESTIONS WE HELP ANSWER
As multi award-winning Chartered Financial Planners, actors & actresses often ask us the following:
- How can I protect my income if I get injured?
- How can I manage my finances when my income is so unpredictable as a actor/actress?
- Are there ways to shield some of my income from tax?
- How much money do I need to save each year so I have the freedom and peace of mind to retire?
- How can I become financially independent so I can choose what I want to do?
- How can I best take advantage of my gifts?
- Am I doing everything I can to make the most of my financial situation?
- How do I manage saying "no" to excessive money requests?
Your personal CFO - CHIEF FINANCIAL OFFICER
As your personal CFO, we provide a comprehensive financial review of what is working and what can be improved. We work closely with you and your team (business manager, accountants, solicitors) to ensure you are making the most of your wealth and protecting it from any unnecessary tax liabilities.
Our mission is to improve our clients’ lives and deliver financial independence and stability by providing the peace of mind and security needed that their assets are protected and expertly managed.
Investing through tax efficient structures requires understanding your goals, your risk tolerance and the implications those structures may have later in life. There is no 'one-size-fits-all' approach to ensure you're getting it right, that's where we help to identify what's best for you and your needs.
Why choose us?
Unlike Financial Advice, which typically considers one or two subjects in isolation and at a specific point in time, our financial planning services are part of an ongoing and evolving process which evaluate the consequences that a course of action may have on the holistic plan.
Protecting your wealth is a cyclical process to be regularly reviewed and updated, we're with you every step of the way.
As a multi award-winning Chartered Financial Adviser, regulated by the Financial Conduct Authority, we pride ourselves on our discreet, bespoke, professional services to deliver you a financial plan that works for you now and in the future.
Ready to put your financial stability centre stage?
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