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.

SeedEISPlatform

CHOICE

Wide range of investment offers. Own and industry funds available

SeedEISPlatform

CONTROL

Introduce relevant investments and funds. Adviser controlled access and investments

SeedEISPlatform

CENTRALISE

Consolidate any tax efficient and private investments. All HNW and sophisticated clients in one place.

SeedEISPlatform

REPORT & MONITORING

Full portfolio account for each investor. Monitor and review the “Watchlist” and pledge investments.

SeedEISPlatform

INTRODUCE

Clients, Adviser Firms –become part of your network. Entrepreneurs and Business also.

SeedEISPlatform

SUPPORT

Online help & guides. Dedicated intermediary client services team.

SeedEISPlatform

MONETISE

Initial and Introducer fees – advised or non-advised. On-going annual chargeable services for clients. Introduce businesses and proposals

SeedEISPlatform

EVENTS

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.

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.

  • Register now for Growthinvest’s brand new edition of its weekly series on Tax Efficient Investments
  • 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.

  • Register now for Growthinvest’s brand new edition of its weekly series on Tax Efficient Investments

GrowthInvest Portfolio Service is Open for Business

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