Why financial advisers need to embrace EIS or risk being left behind

'Let's address the elephant in the room: yes, EIS investments are high-risk'

clock • 5 min read

Andrew Aldridge explains why advisers can't afford to ignore EIS...

Let's be honest, most clients don't tend to rave to their friends about the performance of their pension pot. But ask them about the medtech startup they backed or the up-and-coming artificial intelligence (AI) company they recently backed, and you'll see their eyes light up. These are the investments they talk about at dinner parties, share on LinkedIn, and feel genuinely proud of. It is important that financial advisers recognise this shift. Clients are increasingly seeking out early-stage venture capital opportunities, often without the input of a trusted financial adviser. That could...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on VCTs / EIS

VCT flows increase 37% post-Budget as investors lock in tax relief

VCT flows increase 37% post-Budget as investors lock in tax relief

£310m invested since Budget

Michael Nelson
clock 10 February 2026 • 1 min read
Watch now: What advisers need to know about VCT budget impact

Watch now: What advisers need to know about VCT budget impact

Implications for planning for this tax year and the next

Katrina Lloyd
clock 03 February 2026 • 2 min read
Why advisers should be cautious of the Harry Kane effect

Why advisers should be cautious of the Harry Kane effect

‘Even a defensive strategy needs a striker’

Andrew Aldridge
clock 02 February 2026 • 5 min read