For Artists and Music Managers

Let your talent burn, not your money. Helping you to cut out the noise and take control of your finances today.

Begin your journey

We Understand Your Challenges

Few career paths are more rewarding than yours, but this also presents you with unique challenges. We support you throughout your career, taking care of the money so you can focus on what you do best: making music.

When you have a successful music career, it is easy to get caught up in all of the exciting opportunities you are presented with, leaving very little time to think about your finances and planning your future. Your income will likely be significant, but often unpredictable. For the sake of your future financial freedom, it is important to save and invest at least a portion of your wealth.

When the day comes to step back from the music scene, whether that involves selling your management company or the rights to your music, it will be hard to identify the right price to secure your financial future. Your whole career has revolved around music, so discovering what you want out of life once the music has stopped, and how much money you will need to achieve that, is key.

Supporting you at each stage of your music journey

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The early days

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The early days

We'll help you paint a clear vision for the future.

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Reaching your peak

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Reaching your peak

We'll conserve and grow your wealth to help you achieve financial freedom.

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Catalogue or business sale

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Catalogue or business sale

We'll help you to calculate how much money do you need for the rest of your life.

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Life after music

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Life after music

We're here to help and guide you through post-music life.

Guiding you every step of the way

Here are just some of the ways we can help you throughout your music career and afterwards.

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Buying your dream house

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Achieving future financial freedom

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Protecting you and your family's interests

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Selling your music rights

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Investing through your business

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Ethical and socially responsible investing

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Reducing your personal and company tax

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Planning for life after music

Investing

You had to work hard enough to make your money, so it’s only right that your money should work for you. We will build you a savings and investment strategy fully aligned with your personal values and goals.

This will guarantee that the money you’ve generated from your music or business continues to grow and beat inflation. In turn, our support will also offer you security and help you realise your goals.

The best part? You don’t have to lift a finger, as we take care of everything for you. This means you get to focus on what you do best, running your business or creating music. We’re the investment experts, so leave that to us.

Our highly qualified investment team keep a close eye on your assets and enhance your investment portfolios. Our performance speaks for itself. For example, over the last 10 years, our portfolios have significantly outperformed the increase in the cost of living.

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If you invested

£1,000,000*

A lump sum of £1million invested for nine years produced an annualised return of 7.92%, a gain of £987,685

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It could now be worth

£1,987,685

*Notes: Capital 60/40 portfolio, 19.02.2011 to 19.02.2020, gross total return before costs. Source FE Analytics. Please note that past performance is not indicative of future performance and you may get back less than you invested.

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How much does it cost?

Our fee is an ongoing monthly subscription to fit into your budget alongside other regular payments like a mortgage or rent, smartphone bill, gym membership, or broadband subscription.

Our Core Services

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Your own financial planning team

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Annual planning meeting

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Your personal financial roadmap

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A personal investment portfolio

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The Annual ISA Service

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The Professional Wealth Network

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Next Steps

If you are ready to collaborate with an experienced financial advisor, contact us today for your free, no-obligation, Zoom or coffee meeting to discuss how we can support you.

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Discovery

Getting to know you and your loved ones. Your ideal lifestyle and ambitions for the future. Your big worries, your values and what’s important to you.

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Analysis

We analyse your income and outgoings to assess your financial situation. Identifying how much you need to fuel your ideal future and planning how to invest to ensure your money is working as hard as you.

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Plan

Once you are happy with your plan, we’ll do all the hard work for you. Just sit back and relax while we put your plan into action.

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Annual Meeting

We’ll meet each year to review your progress and fine-tune your plan. But we’re always on hand at any time throughout the year, you don’t have to wait.

Get in touch to see how we can help

Partnered with the Music Managers Forum

We are proud to be an associate partner of the Music Managers Forum (MMF). The MMF is the world’s largest representative body for music management. Current membership comprises global businesses, with more than 2,700 managers in the United States and a further 950 in the UK.

Our Chartered Financial Planner, James Greenly, was recently interviewed by the MMF. You can read the full interview here:

Read interview