Freedom's great.
But only if it lasts.
Financial planning for experienced professionals working in broadcast and media production aged fifty and above.
No pressure. No jargon. No commitment.
15+
Years advising
CFP™
Certified Planner
FCSI
Chartered Fellow, CISI
50+
Client Families
The problem isn't money.
It's not knowing what the money actually means.
Most experienced professionals in broadcast and production have quietly built more than they realise:
But none of it quite adds up to a picture. So the question - do I still need to be doing all of this? - stays unanswered. Not because the answer isn't there. Because nobody has ever helped you look at everything in the same place at the same time.
Not "what have I got?"
but "what does what I've got actually make possible?"
- Saying yes to chaotic gigs just in case
- Waiting for a future version of yourself to feel ready
- Carrying a low-level background anxiety
- Working at full pace because stopping feels financially risky
- Postponing things that matter
- Becoming more selective
- Turning down work without immediate panic
- Taking longer gaps between contracts
- Understanding what is and is not affordable
- Making decisions from evidence rather than assumption
- Creating more room for life
The most valuable thing a financial plan gives you isn't a number. It's permission to decide - based on what's actually there, not on what you've been quietly assuming.
The Window
There is a period of life when your health is good, the work still means something, and the people you love are still around to share it with. Add enough financial freedom to choose, and that's the Window. It doesn't wait for you to feel ready. You don’t get a letter from your bank when it is open, and it closes without announcing itself. For everyone. Without exception.
Opening
Work still feels automatic. But the pauses are starting- there’s a slight hesitation before saying yes that wasn't there before.
Open
Health, energy, financial flexibility and the people you love, all present at once. Work becomes chosen, not required. It doesn't stay open forever.
Closing
Energy changes first. Then, sometimes, so do the people around you - not always through loss, just life moving. Some of what was there in Open simply isn't anymore.
Gone
The Window shuts. For everyone, eventually. The only question that matters is whether it was used while it was open.
How it works
A clear process designed to give you answers, not just a folder full of charts.
Financial planning doesn't need to feel like learning a new language. It should feel clear from the start.
Start with a conversationA conversation about where you actually are
We start by talking about your life, not your portfolio. What your career has looked like. What you still enjoy. What keeps getting pushed to later. And what a good version of the next few years would look like if you had more say in it.
NO PREPARATION NEEDED. NO DOCUMENTS TO GATHER. NO AGENDA BUT CLARITY.
A plan built around your life - not a model version of retirement
We go through the full picture together - every pension, the limited company money properly understood, future income mapped across time. Everything in one place, for the first time. The plan shows you exactly where you stand - whether you can already afford to work differently, or exactly what it would take to get there.
SEEING EVERYTHING CLEARLY FOR THE FIRST TIME CHANGES THE CONVERSATION.
Keeping it working as your life changes
Once your plan is in place, we keep things moving with you. We review your investments, check everything is still structured efficiently and make sure nothing has drifted. But the part that actually matters is whether your plan still fits the life you actually want - not the one you thought you'd want five years ago. As that shifts, the plan shifts with it.
SO FREEDOM STAYS REAL, NOT HYPOTHETICAL.
"The biggest thing Chris did was assemble the whole picture for the first time. Pensions, savings, the property and what we're spending - all in one place. That sounds simple, but it changed the conversation. We went from 'we think we're probably fine' to actually understanding what our options are."
"What we actually got was the confidence to make proper decisions about the next decade of our lives. We now know what we can afford to do - and what we don't need to keep doing out of anxiety."
Verified client in London
Edited for length
12th of July 2026
Individual experiences differ and results depend on personal circumstances.
People whose financial life looks like this
Production & post-production
Aged 50+
Freelance editors, production managers, DOPs, sound designers, colourists and post supervisors.
Irregular income, limited companies and multiple pensions make it difficult to see the full picture. We bring those moving parts together.
Independent media consultants
Aged 50+
Running limited companies where income flows through a company rather than a payslip.
Decisions about pensions, dividends and timing matter more. A clear plan turns complexity into flexibility.
Work is already optional
Seeking clarity
Individuals and couples who simply want clarity about their future.
Whether you've been managing things yourself or want a clearer second opinion. You already have freedom, you just want to make sure it lasts.
Not the kind of financial planner you were expecting.
With more than 15 years in financial planning, Chris works specifically with experienced people behind the scenes in broadcast and production. Geordie by birth, Essex by postcode and a fan of Greggs and financial clarity. Not necessarily in that order.
- Specialist focus on broadcast and production
- Understanding of irregular freelance careers and limited companies
- One-to-one service with no adviser handoffs
- Plain-English communication, life-first planning
How clearly do you see what you have built?
A short diagnostic for experienced broadcast and production professionals who want to understand how clearly they see their position.
Take the assessmentNo is the goal
Not a technical financial guide. A short book exploring the question: "Do I actually still need to be doing all of this?"
Read the bookUnderstand the likely cost before we speak
The cost reflects complexity - pensions, companies, partners and the decisions you need supported.
Use this calculator to get an immediate sense of where you'd likely sit. The discovery call is free, and the exact fee is confirmed before any commitment is made.
Are you planning for yourself or as a couple?
"I thought I needed another five years. I didn't know I'd already done it."
FREELANCE TV PRODUCER - 9 MONTHS AFTER WE PUT THE PICTURE TOGETHER
"Yes! I've already been able to reduce my hours at work. Giving me a better work life balance without jeopardising my future."
Verified client in Oxfordshire
10th of July 2026
"Chris provided easy-to-understand forecasts and planning advice to show that we could both retire sooner than anticipated. A weight of the unknown has been lifted. There's no hard sell, just an honest approach."
Verified client in Essex
Edited for length
Individual client experiences. Results will vary depending on personal circumstances.
Freedom's great.
But only if it lasts.
Most people Chris speaks to are not trying to stop working completely. They want to know that the choice is genuinely theirs. No pressure. No jargon. No obligation. Just a useful first conversation.