GrowthInvest has been created for Advisers like you
We are continuing to build an even bigger range of tools and resources to help you offer your clients the best service in tax efficient investment. Register now for free to create your own secure account and begin using our unique adviser dashboards.
We are online and ready to help you get set up.
BENEFITS OF USING GROWTHINVEST
GrowthInvest provides an efficient online solution for advisors to manage and monitor client tax efficient investments.
Wide range of investment offers. Own and industry funds available
Introduce relevant investments and funds. Adviser controlled access and investments
Consolidate any tax efficient and private investments. All HNW and sophisticated clients in one place.
REPORT & MONITORING
Full portfolio account for each investor. Monitor and review the “Watchlist” and pledge investments.
Clients, Adviser Firms –become part of your network. Entrepreneurs and Business also.
Online help & guides. Dedicated intermediary client services team.
Initial and Introducer fees – advised or non-advised. On-going annual chargeable services for clients. Introduce businesses and proposals
Industry Investment Events. Roundtables. Pitch Events.
How It Works
Register here. Complete the registration form and questionnaire, ensuring you supply full company details, and confirm whether your company has an existing account with us.
Your application will be dealt with immediately by our team and an Intermediary account will be created for you, which will be linked to your firm.
Once verified and approved, you will be notified via email of your log-in details, and you are ready to get started.
We recommend that you change your password within the “edit profile” area once you have successfully logged in for the first time.
You are now able to start using the website:
View investment opportunities:
Navigate to our “Investment Opportunities” area to view our tax efficient investment proposals.
Learn about all aspects of the company or fund, filter by sector, tax relief, analyst reports or independent reports to assist you or your client in selecting the appropriate investment.
Add clients/invite clients to register:
Add clients either individually or in bulk using .csv files. To individually add clients, go to ‘’Dashboard’’ and select the “Add Clients” tab from the menu.
Here you are able to manually add clients to your account, alternatively you can email them direct from your account or copy a unique registration link into an external email. Upon registration the clients will automatically sit within your account.
Transfer existing assets onto the GrowthInvest platform
Go to ‘’Dashboard’’ and select the “Transfer Assets” tab from the menu. Complete the online transfer process on behalf of your clients. Please refer to our Asset Transfer Guide or contact a member of the adviser client services team if you have any questions.
Do so on behalf of clients or simply monitor client activity yourself within your “Dashboard”.
You will be immediately notified via email of any pledged investment your clients have made.
Manage fees accrued:
Monitor and manage accrued fees from client activity within your dashboard.
Monitor Client Portfolios:
View and monitor client investments via the “Investors” tab on dashboard. Create and download client reports for annual or periodic reviews.
We offer full ongoing support and training for all our intermediary clients. If you require assistance or would like to schedule some training please don’t hesitate to get in touch.
Tax Efficient Investments
The majority of our investment opportunities are eligible for the Enterprise Investment Scheme (EIS) or Seed Enterprise Investment Scheme (SEIS). Most qualifying investments in early stage venture capital utilise these schemes.
Investors receive tax relief on their initial investment and may qualify for additional tax relief if the company that they have invested in fails. We work with businesses to ensure qualification for these schemes and gain Advance Assurance of this prior to launching an investment round. Full details can be found here.
GrowthInvest, the tax efficient investment platform for financial advisers and high net worth and sophisticated investors, is delighted to present, in association with Capital Connections, the GrowthInvest Adviser Hour.
Now into its second series, the program focuses on a number of themes around tax efficient and alternative investments, with a look at key investment sectors, analysis of the economy, including recent regulatory changes, as well as discussions on how EIS, VCT and IHT investments can be best used for longer term financial and retirement planning, and the various opportunities and challenges that advisers face.
Each of the CPD qualifying episodes features key industry figures from product providers, financial adviser firms and trade bodies.. The show’s anchor is well-respected industry figure Lawrence Gosling who skillfully guides the guests through a number of key themes with a specific focus on adviser education, before speaking to each individually in an extended interview.