Financial Planning

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.

Managing Business Risk

Identify and mitigate unnecessary risks with tax-efficient protection solutions, allowing you and your business to prosper no matter the circumstances.

– Key person insurance

– Shareholder protection

– Succession planning

– Cashflow planning

– Cash management

 

Looking After Your People

Attract and retain your workforce by providing valuable benefits and helping them to understand and utilise them through workplace financial education.

– Workplace financial education

– Group death in service

– Group income protection

– Group critical illness

– Group pensions

– Group private medical insurance

 

Investing

Leverage your business success by strategically positioning your finances for the future.

– Pension funding

– Tax planning

– Corporate investing

– Capital extraction

 

Business Growth & Exit

Ensure the hard work you’ve put in pays off by maximising business sale value and effectively planning for life post-exit.

– Growth planning & exit advice

– Retirement planning

– Capital Gains Tax (CGT) planning

 

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

Email: hello@weareband.co.uk

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.