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...

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