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Financial Etc provides cost effective consulting to managers investing in early-stage companies and wealth managers who would like to advise their clients on tax advantaged investments.

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EIS Fund Managers

Expert Guidance

EIS managers typically plan for long-term gains and have limited short-term working capital. Yet, investing in early-stage companies requires many different skills, standard and specialist - almost all expensive!

Because of this, many key duties are ignored or deferred, which can impact returns, fund raising, and reputation.

Wealth Managers

The Path to Success

Many wealth managers would like to advise clients on the benefits and risks of tax advantaged investments. These products offer generous tax incentives, and can help to broaden a portfolio of main stream investments with AIM and early stage, growth companies, however, they are also high risk.

Understanding the risks and regulations of investing in tax advantaged investments demands specialist knowledge that can be expensive and time consuming. For many wealth managers, this can be insurmountable. Financial Etc seeks to help wealth managers differentiate between disparate tax advantaged investments and identify suitable products for their investors.

EIS Single Companies

A Comprehensive Approach

Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.