Financial planning advice for creative business owners.

Preparing for the future — personally and for your business — starts with a sound financial plan. Our financial planning services help business owners like you reap the rewards of your hard work.

Our approach involves collaborating with BAND’s business advisors to thoroughly understand your personal and business objectives. This ensures tailored solutions that are aligned with your ambitions.

From enhancing employee satisfaction with meaningful benefits to strategically funding your retirement or maximising the proceeds from a business sale, our team will guide you every step of the way.

Safeguard your business and your legacy.


Embark on your financial planning journey with BAND and ensure you make the most out of your business achievements. Our holistic and personal financial planning services will protect and enhance your legacy.

Contact us to start shaping a secure financial future.


Contact Us

Got a question? Want to know more about the financial planning advice we can provide? Get in touch.


Let’s Talk


Tel: 020 8138 5560


111 Charterhouse Street,
London, EC1M 6AW


Julian Davies

Julian Davies

Managing Partner at Redfin

Managing partner and Chartered Accountant with 30+ years of experience in marketing, media, and creative industries. He leads the Redfin team, offering expert advice on growth and profitability. Former owner manager of an agency acquired by a listed group; his industry insights are second to none. Off duty, you might find him on the golf or tennis court, determined to master new tricks.
Shelley Watkin

Shelley Watkin

Client Finance Director at Redfin

A qualified Chartered Accountant with 20+ years of experience in the marketing services sector. During her 5+ years at Redfin, she served as Client Finance Director offering invaluable insights into strategic and commercial matters. Shelley has also assumed the role of Finance Director for various creative agencies, guiding them through successful sales processes. If she gets free time after managing her children’s busy schedules, she likes to chill out doing yoga and gardening.