Client List - All - Intelligent Partnership

1/84

Abundance Generation

Alternative Finance

Abundance offers peer-to-peer investments that create something good for the environment and society, without compromising on your financial returns.

You can invest directly in a range of projects with Abundance, which offer social and environmental benefits as well as a long term, bank beating income. It’s a way for you to take control and create a more secure future for your finances, your family and the world you live in.

https://www.abundanceinvestment.com/

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Addidi

Wealth Management

As a financial services boutique, our purpose is to enrich our clients’ lives and to help women live more fulfilling lives. We do this by diligently taking care of their financial well being.

We also enrich lives by nurturing a collaborative community that provides opportunity for women to use their time, talent and wealth to connect and co-invest in small business and social projects.

We are inspired to excel and be the very best we can be and in the process we hope to inspire our clients to live their ideal life.

http://www.addidi.com/

3/84

Albion Ventures

Tax Efficient

Albion Ventures LLP was created in January 2009, when it acquired the business of Close Ventures Limited from Close Brothers Group plc and is structured as a partnership formed by the former Close Ventures management team. We think it is appropriate that a business investing in owner-managed companies is itself owner-managed.

We look to invest £1-10 million in a wide range of growing businesses, from technology orientated companies to service and asset-based businesses.

We enjoy working with smaller companies and entrepreneurial management teams, seeing our purpose as helping businesses to grow by providing financial resources as well as strategic advice. Our ultimate aim is to realise the full potential of the business invested in and so create returns for the shareholders in our funds. We act with integrity and respect for the people we deal with.

http://www.albion-ventures.co.uk/

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Almary Green

Wealth Management

At Almary Green, we believe that good financial advice is all about you. It’s about building a plan based on your needs and aspirations then finding the right package of investments, protection and pensions to build your prosperity and enhance your financial security.

We’re independent financial advisers, so we’re able to advise you on products from the whole of the market. In addition we have, as a firm, been awarded Chartered Financial Planners status – the gold standard in the industry. What’s more, we have won awards for our advice, so contact us to discuss how we can help you make the most of your financial opportunities.

http://www.almarygreen.com/

5/84

Amati

Tax Efficient

Amati Global Investors is a specialist investment management business based in Edinburgh, and focussed on investment in small and mid-sized companies in the UK. Amati manages the TB Amati UK Smaller Companies Fund, an open-ended fund which invests in companies quoted on the Alternative Investment Market (“AIM”) as well as fully listed companies including constituents of the Small Cap and Mid 250 indices. Amati also manages two Venture Capital Trusts – Amati VCT and Amati VCT 2 – which are primarily focussed on companies quoted on AIM, but also makes some investments in private companies where the managers believe that either an AIM flotation or a trade sale will occur within 24 months.

https://www.amatiglobal.com/index.php

6/84

Amicus Wealth

Wealth Management

Amicus Wealth is a dynamic financial consultancy based in the City of London. With a vast amount of experience in the wealth management industry, the aim is to look after our existing client base to the highest standard whilst looking to grow by giving unparalleled advice to city-based professionals.

http://amicuswealth.co.uk/

7/84

Angels Den

Alternative Finance

Angels Den is an angel-led crowdfunding platform where angel investors and experienced business people invest in pre-vetted SMEs. Investors often play an active role in the business, providing the initial funding, expertise and contacts to drive growth. Once an anchor investor is on board, we can open funding to other angels and the crowd, who have the security of investing alongside an experienced angel investor. As a result of our approach, over 90% of our funded deals are still trading.

http://www.angelsden.com/

8/84

ArchOver

Alternative Finance

ArchOver helps companies to borrow. We use innovative, forward thinking solutions that rewrite the rule book used by traditional lenders. For investors we seek returns that are attractive, secured and insured.
Our mission is to provide the most professional and usable market place for Borrowers and investors to connect.
ArchOver is authorised and regulated by the Financial Conduct Authority under Consumer Credit Licence 663239/1. ArchOver is not covered by the Financial Services Compensation Scheme.

https://www.archover.com/

9/84

Assetz Capital

Alternative Finance

As one of the leading new peer to peer lending businesses, our purpose is very clear; to deliver fairer growth together. What do we mean by this? Well everything that we do is aimed at growing your investments with us, at growing credit worthy businesses by providing them access to your capital and at growing people and their careers with us as they manage our investors and borrowers.

This is achieved by us all working together effectively and using the power of the internet to be efficient. Through efficiency we seek to deliver better value to each of our stakeholders; the prospect of higher returns to investors and lower cost finance to businesses with us being efficient but profitable in the middle.

Fairer, Growth, Together.

https://www.assetzcapital.co.uk/

10/84

Barclays

Wealth Management

Our common purpose is to help people achieve their ambitions – in the right way. This sits at the core of our business and underpins everything that we do. We believe that only a business driven by strong values can deliver strong, sustainable returns.

https://www.home.barclays/

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Beaufort Asset Management

Wealth Management

Beaufort Asset Management are a firm of independent financial advisers, based in Reading, Berkshire. Our growing team of 16 provide bespoke advice to both personal and corporate clients across the UK. Relationships are key to our success and we are proud of the on-going guidance, advice and care we offer to ensure we not only look after your wealth, but also support you through the successes and challenges that each year brings.

http://www.beaufortasset.com/

12/84

Beringea LLP

Tax Efficient

Beringea was built in the 1980s by founders deeply interested in supporting businesses in growth industries. Since then, they assembled a team of like-minded professionals respected for their knowledge and expertise in investing and advising. Beringea became a partner of
choice for owners and entrepreneurs seeking capital, consultation,
and business support. Today, a firm-wide commitment to
funding and advising exceptional companies in growth
industries remains at the core of our organisation.

http://www.beringea.co.uk/

13/84

Blackfinch

Tax Efficient

Blackfinch Investments is an established and experienced manager in the UK market for tax efficient and capital protected investments. Blackfinch specialise in Inheritance Tax mitigation through Business Property Relief (BPR) for both individuals and corporate entities, Enterprise Investment Scheme (EIS) Portfolios and also Seed EIS (SEIS) Portfolios. With a focus on capital preservation, Blackfinch look to protect investor capital through asset backed investment strategies in sectors such as property, lending, renewable energy and media. Underpinning this investment strategy is a first class client services and intermediary support team based in both London and Malvern, Worcestershire. Their approach embodies the Blackfinch philosophy: efficient client-focused solutions delivered in a simple and transparent way.

www.blackfinch.com

14/84

BondMason

Alternative Finance

We work with P2P Platforms that pass our detailed due diligence and provide investments that meet our clients’ needs. We undertake further reviews on each investment, before it is made available on BondMason

https://www.bondmason.com/

15/84

Calculus Capital

Tax Efficient

Our diligent process, record of profitable exits and focus on capital appreciation distinguishes us from other managers. The Calculus investment strategy has remained consistent for the past 8 years, together with our structured investment process, strong risk management and very close monitoring of portfolio companies, we have been able to produce significant results for our clients.

http://www.calculuscapital.com/

16/84

Canaccord Genuity

Wealth Management

Canaccord Genuity Wealth Management is an award-winning, holistic wealth manager, providing integrated wealth management services.

In the UK and Europe, Canaccord Genuity Wealth Management is well-established with a strong track record of meeting our clients’ needs. With offices covering multiple jurisdictions in London, Guernsey, Jersey and Isle of Man, we manage and administer more than £14 billion* of assets on behalf of over 12,000 clients.

http://www.canaccordgenuity.com/en-GB/wm/wealth-management-uk/

17/84

Canada Life

Tax Efficient

Canada Life looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures.

There can be no greater priority than the commitment and responsibility towards all our customers. At Canada Life we adhere to the same principles as when we were formed in 1847: integrity, consistency and experience.

Our heritage is important to us. We benefit from a financially strong, stable, modern global organisation being the oldest Canadian Life assurance company with invaluable experience since our foundation in 1847. That is more than 170 years of helping customers plan for the future.

Since 1903 we have operated in the United Kingdom where we have hundreds of respected and supported staff all geared to doing the right thing for customers. As well as Canada, Europe and the United States and other countries we also work through branch operations and subsidiary companies.

https://www.canadalife.co.uk/

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Carrington Investments

Wealth Management

Carrington Investments is a boutique wealth management firm committed to delivering unbiased, professional advice to a select number of private clients based in London and the South East.

Our focus is on building long-term, collaborative relationships. Working together we can help you to plan for the future and achieve your life’s ambitions. We support you every step of the way, adhering to our beliefs.

http://www.carringtoninvestments.co.uk/

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Cazenove Capital

Wealth Management

As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us.

Our experience of navigating complex markets and adapting to change, helps us balance risk and reward. The investment expertise we call upon as part of a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart.

Your future, our focus.

http://www.cazenovecapital.com/

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Clear Solutions

Wealth Management

Our ultimate goal is to help you attain financial freedom and maximise the return you get from your investments and the management of your finances. Our range of services cover professional in depth financial planning, financial advice, pensions, retirement planning, auto enrolment, tax mitigation, cash management, investments and we can cater for most other needs which are identified in our financial planning process! Whatever your financial needs and goal we can help you achieve those goals and meet those needs!

http://clearsolutionsifa.co.uk/

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Close Brothers

Tax Efficient

Close Brothers Asset Management brings together the Group’s established asset management skills and provides a full range of advice, investment management and self-directed services to private and corporate clients and professional advisers.

We have specialised in managing client portfolios for over 40 years and our investment team and financial planning advisers are supported by more than 550 staff, working from 8 offices across the UK.

https://www.closebrothersam.com/

22/84

Co Assets

Alternative Finance

CoAssets Platform is an business networking and educational platform for real estate and crowdfunding enthusiasts.

CoAssets is a targeted leads generation site, comparable to property listing portals. Such property listing portals do NOT sell properties. Instead, these portals allow property stakeholders (i.e. developers, agents, owners) (collectively, the OPs) to list available properties and real estate projects for interested investors to view. These property listing portals are not involved in any transactions between OPs and investors.

The types of projects listed by CoAssets are:

1. Bulk purchase – invest in multiple real estate units;
2. Crowdfunding – investors co-invest in units with others or peer-to-peer lending by investors to OPs; and
3. Pre-Sales – purchase of units before official launch.

https://www.coassets.com/

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Cockburn Lucas

Wealth Management

We provide impartial and trustworthy financial advice to a wide range of clients across the East Midlands region.

Based in our Nottingham office, our highly-qualified team pride themselves in providing reliable financial advice on areas such as Retirement Planning, Business Protection, Inheritance Tax Planning, and individual and group Pension schemes.

http://www.cockburnlucas.co.uk/

24/84

CoInvestor

Tax Efficient

Successful EIS investing is about managing risk.

Investing in unlisted smaller companies can be exciting and highly rewarding but very few private investors have the necessary time or experience to originate the right deals, agree the right terms and conduct effective due diligence.

CoInvestor helps reduce your EIS investment risk by letting you co-invest alongside experienced fund managers committing their own funds into each deal.

https://www.coinvestor.co.uk/

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Combined Financial Strategies

Wealth Management

At Combined Financial Strategies (CFS) we believe there’s more to securing your future than just investing in the right products. We approach planning with ‘synergised thinking’ – carefully integrating your policies, accounts and investments so they’re working harder together to achieve your personal and professional goals.

http://www.cfsorg.com/

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Cult Wines

Real Assets

We are a family based company with core values of openness and transparency who have worked hard to establish a reputation built on mutual trust between ourselves and our wide range of clients around the globe.

Cult Wines Ltd boasts a highly trained team of investment specialists who bring with them a wealth of financial markets expertise and fine wine experience. Our highly capable staff excel at crafting sophisticated and highly responsive portfolios and are well-equipped in stock selection and strategising routes to market.

One of our key strengths that differentiates us from the market is our dynamic and forward-thinking approach to analysis and research, we are constantly engaged in the task of planning future strategies and providing our clients with up to the minute market data on a regular basis.

We recognise the importance of providing high quality support services and maintain open channels of contact between members of our team and clients, and are more than happy to invite visitors to join us in person at our offices in Richmond.

The team here is dedicated to the generation of returns and delivering best market value with a service widely recognised as the most competitive in the UK. Our specialists are ready to provide the necessary expertise, tools and market experience to enable you to build a profitable fine wine portfolio tailored to your own personal investment goals. We know our strengths lie in our people- dedicated, experienced and driven personnel across accounting, logistics and administration who will ensure that your asset management requirements are met at every level.

http://www.wineinvestment.com/

27/84

Cyrus Investment Management

Tax Efficient

Cyrus Investment Management LLP offers investors the opportunity to invest in UK precision engineering companies through the Enterprise Investment Scheme (EIS). We take an active role in the management, restructuring and transformation of all growth investments. We introduce experienced management and new capital into the business so as to effect the necessary changes delivering increased sales, reduced overheads and increased profits to each of the companies managed by the Fund.

http://www.cyrusim.com/

28/84

Daedalus Partners

Tax Efficient

Formed in 2011, Daedalus Partners specialises in sourcing unique investment opportunities that offer the potential for superior returns as well as the tax incentives available under the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS).

http://www.daedalus-partners.com/

29/84

Deepbridge Capital

Tax Efficient

Deepbridge is a different kind of investment manager. We work closely with financial advisers and investors to design innovative products, ranging from investment in technology growth companies to asset-backed renewable energy projects. We also partner with innovative and committed management teams to help UK based companies realise their potential and become successful leading-edge businesses. Deepbridge operates across four principle divisions: disruptive technology, sustainable technologies, life sciences and renewable energy. Take a look through our website to find out how we could help you.

http://www.deepbridgecapital.com/

30/84

Downing LLP

Tax Efficient

At Downing, we aim to make a difference in the lives of our investment community. We design & manage investment products that help investors look after their financial wellbeing, while our investment partnerships support businesses in their ambitions.

In uniting the two, we build lasting relationships that become the foundation of our investment community. And in our openness to learn how to develop these we continue to evolve. We value flexibility, transparency and integrity in everything we do.

31/84

Elderstreet

Tax Efficient

Elderstreet is a leading UK venture capital fund manager investing in early stage and development capital for UK growing businesses.

We provide growth and development capital funding in most industry sectors and have a specialist technology practice investing in the software and computer services market.

Elderstreet has a strong investment performance record with investments typically in the range of £0.5 and £2m and we currently have over £30m of investors’ funds offering investment products for institutional and retail investors through our limited partnership and tax-efficient funds. Elderstreet was acquired by Dresdner Kleinwort Wasserstein (‘DKW’) in November 2000. In October 2003 the management purchased the business back from DKW.

Elderstreet continues to manage a number of funds for both retail and institutional investors. Elderstreet was voted VCT Fund Manager of the Year by Growth Company Investor in 2009 and 2010.

http://www.elderstreet.com/

32/84

Endeavour Ventures

Tax Efficient

Endeavour is a specialist venture capital organisation which attracts an enviable flow of interesting scalable companies looking for capital.

We specialise in funding unquoted investment opportunities with disruptive technology which could change the way a market operates. Most of these are in the software and digital media fields.

Home

33/84

Enterprise Investment Partners

Tax Efficient

Having worked in the tax efficient sector for a combined 30 years, Christian Elmes and Martin Sherwood co-founded Enterprise Investment Partners LLP (Enterprise) in 2011 to provide exceptional tax efficient investments to intermediaries and private clients.

One important difference of our service is our long commitment to tax efficient investing as a co-founder and board member of the EIS Association (EISA), through to launching the first Venture Capital Trusts (VCTs) in 1995.

https://www.enterprise-ip.com/

34/84

FIM

Real Assets

Established in 1979, FIM is an alternative investment manager specialising in real asset investments, specifically forestry and renewable energy.

Funds under management are over £600 million, encompassing over 65,000 hectares of forestry and 120MW in renewable energy generating assets. Clients include unlisted funds, high net worth individuals, family offices and institutions.

UK forestry and renewable energy are proven asset classes for both institutional and private investors. They are 100% asset backed, providing low risk returns with long term capital appreciation (forestry) or annuity style income (renewable energy).

http://www.fimltd.co.uk/

35/84

Foresight Group

Tax Efficient

Foresight is a leading, independent infrastructure and private equity investment manager owned by its partners, who together have combined investment experience of over 200 man years across a wide variety of sectors. Foresight’s three investment teams operate on a collaborative basis with a pro-active and pragmatic investment style.

With current assets under management of over £1.5 billion, raised from UK and international private and high net-worth individuals, family offices, pension funds and other institutional investors, Foresight strives to generate increasing dividends and capital appreciation for our investors over the long term.

http://www.foresightgroup.eu/

36/84

Fundamental

Tax Efficient

Before making any core investment, we take the time to conduct in-depth market and company specific research, making sure we are working hard for investors.

Founded by senior managers and with a team of experienced, dedicated and specialist analysts and fund managers, Fundamental Asset Management is independent and objective and works closely with institutions, trusts and private investors.

For specialist AIM or Energy Services sector investment fund management, we offer bespoke solutions backed by an outstanding, 10-year track record.

http://www.fundamentalasset.com/

37/84

GliFinance

Alternative Finance

GLI Alternative Finance plc (“GLIAF”), is a closed end fund focusing on a loan portfolio diversified by geography, asset class, duration and security.

To date we have invested in nineteen alternative finance platforms – all focused on the Small & Medium Enterprise segment – which makes us the leading and most diversified investor in the space.

Our platforms provide finance solutions to the Small & Medium Enterprise segment on three continents; North America, Europe, and Africa – ensuring GLI Finance has market-leading geographic insight.

Our platforms deliver a broad spectrum of finance solutions to the Small & Medium Enterprise segment – giving GLI Finance an unparalleled understanding of the market opportunity.

http://www.glifinance.com/

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Goldfinch Entertainment

Tax Efficient

Goldfinch Entertainment is backed by Nyman Libson Paul; Chartered Accountants, Tax and Business Advisors to the Entertainment Industry for over 80 years.

Nyman Libson Paul was founded in 1933 when the wonderful worlds of celluloid and accountancy were black and white, and now, in a digital, multi-platformed, Technicolor age they still represent some of the best and brightest luminaries in the world of entertainment from Film, Television, Music and more.

Whilst they offer traditional accountancy services they also provide much broader commercial, tax and financial management advice; all underpinned by their experience and knowledge of the Entertainment Industry.

http://goldfinchentertainment.com/

39/84

GrowthDeck

Tax Efficient

Growthdeck is a multi-channel investment platform that provides investors with direct access to early-stage UK businesses. Unlike many other platforms, we also provide service levels similar to more traditional private equity and venture capital firms, including professional due diligence, extensive investee business support and higher levels of customer service. We also host a series of networking events around the UK aimed at premium investors.

https://www.growthdeck.com/

40/84

Hargreave Hale

Tax Efficient

Hargreave Hale is a leading provider of investment management, stock broking and fund management services in the UK. Our experienced professionals offer private clients, professional intermediaries, companies, trusts and charities a progressive and modern approach to investment coupled with traditional values of customer service.

Our approach is measured and intelligent, with a continued focus on preserving capital and delivering positive returns.

41/84

Ingenious

Tax Efficient

Our portfolio of investment opportunities focus on four unique and diversified sectors: media, infrastructure, real estate and education. Sector knowledge is central to our investment philosophy and our teams are comprised of specialists with experience operating and managing businesses and assets within these sectors. We build strategic partnerships with our investors and their advisers, working together to understand individual financial objectives and consistently providing compelling solutions which meet these as they evolve.

http://www.theingeniousgroup.co.uk/investments

42/84

Investec

Wealth Management

We provide a diverse range of financial products and services to a niche client base in three principal markets, the United Kingdom, South Africa and Australia, as well as certain other geographies.

Investec’s strategic goals are motivated by the desire to develop an efficient and integrated business on an international scale through the active pursuit of clearly established core competencies in the group’s principal business areas.

https://www.investec.co.uk/

43/84

Jenson Funding Partners

Tax Efficient

Jenson Solutions and Jenson Funding Partners are the strategic and operational advisers to the Fund Manager in respect of the 3 funds.

Foresight and Jenson Solutions have been working together for a number of years. When the government announced the SEIS initiative, it was seen as a great opportunity for both parties to help small growing businesses exceed their potential.

Jenson Solutions are working with Thompson Taraz and Foresight on the latest Fund a combined SEIS and EIS which is now open for investment and deployment of capital. Thompson Taraz is the Fund Manager of this fund.

http://www.jensonfundingpartners.com/

44/84

Johnston Campbell

Wealth Management

For the past 40 years JohnstonCampbell has been managing the wealth of a wide range of individuals, businesses and trusts in Northern Ireland and more recently, in London.

Using specialist advice, structures and intelligent investment, we work to achieve the personal and business aspirations of our clients. Whether you require the protection, the enhancement or the distribution of your wealth, we offer a flexible service that is perfectly tailored to suit your exact expectations. Every element of our advice is inherently linked to your private ambitions both for the short and the long term, giving you and your family the luxury of financial confidence without any complications.

http://www.johnstoncampbell.com/

45/84

Kuber Ventures

Tax Efficient

Kuber Ventures is a ground breaking independent platform that is dedicated to EIS and SEIS investments

Founded in 2013, Kuber provides an easy-to-use online system for Financial Advisers and Investors considering tax-efficient investments and wanting to build portfolios of many companies within Enterprise Investment Schemes (EIS) and Seed EIS (SEIS).

Kuber Ventures is the only dedicated Multi-Manager Platform focused exclusively on EIS and SEIS.

Our range of tax-efficient EIS portfolios blend together the investment strategies and expertise of a carefully selected panel of product providers (investment managers) who have passed our stringent due-diligence criteria, in order to offer investors exposure to heavily diversified portfolios built of a wider range of investments.

In an exciting market filled with many unquoted investment opportunities, we firmly believe that with so much choice, spreading the risk can be far more advantageous than being heavily weighted in any one single company.

https://www.kuberventures.co.uk/

46/84

Landbay

Alternative Finance

Peer‐to‐peer has disrupted traditional finance by using technology to bring investors and borrowers closer together.

Our founders John Goodall and Gray Stern immediately recognised that this shift away from traditional investing, to a more transparent online platform, would evolve more potently if investors were given tangible security.

They saw the opportunity to anchor peer‐to‐peer lending to a consistently performing, robust asset class – UK rental property.

It’s a characteristic of everything we do – challenging conventional norms while optimising the opportunities that peer‐to‐peer presents.

Our job is to protect your money. It’s why we don’t just lend to anyone and scrutinise every application rigorously.

With a team that’s attracted some of the wisest heads across the UK’s financial services industry, our comprehensive underwriting policies and management systems are consistent with industry best practice.

Our people share our mission to provide a simple, transparent and equitable investment platform that’s fairer for all.

https://landbay.co.uk/

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Lawson Conner

Real Assets

Lawson Conner was founded in 2010 with the desire to create better ways of operating financial services firms by injecting innovation, multi-asset class expertise and excellence in client focus into the world of fund management. With that in mind, we brought together an exceptional group of talented professionals to cover a wide spectrum of financial services functions, all with one single goal: “Create a world class fund management and advisor platform!”.

Over the past five years we helped more than 100 clients to effectively navigate through the challenges of launching and operating financial services businesses. On that journey we have become thought leaders in the areas of onshore/offshore Fund Structures, AIFMD, the national private placement regimes (NPPR), FinTech business models and RegTech. The team at Lawson Conner covers a wide range of asset classes from long/short equity, derivatives, commodities, real estate to private equity and loan based investment models. We serve our clients from 4 different locations, in the US (2x), Hong Kong and from our headquarters in London.

http://www.lawsonconner.com/

48/84

LGBR Capital

Tax Efficient

LGBR Capital is a privately owned financial services business founded in October 2012.

We partner with quality investment managers to develop and distribute innovative financial products to our range of professional clients across the UK, Europe and Asia. Product areas include: long only funds, alternative funds, property and tax efficient products.

At the forefront of our business are three core values:

Long-Term Partnerships
Product Innovation
Excellent Client Service

http://lgbrcapital.com/

49/84

MMC Ventures

Tax Efficient

MMC is one of the most active venture capital investors in the UK. We back entrepreneurs based in the UK with global ambition, and partner with them to provide capital and strategic input as they grow.

Founded in 2000, MMC has built a nationwide network that sources our proprietary deal flow and provides valuable connections for our portfolio.

We believe in putting our money where our mouth is. Of the £150m currently under management, over £10m has been invested by the MMC team – on the same terms as our investors.

Our investors are individuals and institutions whose risk appetite, outlook and values match our own. They invest through MMC fund structures that allow us to maximise their returns.

http://www.mmcventures.com/

50/84

Mobeus

Tax Efficient

Mobeus Equity Partners is a leading provider of finance to SMEs. We invest up to £15 million into UK based companies across all sectors.

We provide attractive and flexible funding packages that include equity and loan finance. We are very experienced investors who have a strong reputation for delivering on our promises and we know what it takes to get a deal done.

51/84

NVM Private Equity

Tax Efficient

We have been helping UK businesses to grow since 1984

We are a long-established investor focused on the UK regions, primarily targeting small management buy-outs and growth investment in businesses that are led by high quality incumbent management teams.

We own our business and personally invest alongside our funds. That means we have a personal stake in the success of the businesses and teams in which we invest.

In summary, we have the capital, contacts, expertise and track record to be a supportive partner and engaged investor.

http://www.nvm.co.uk/

52/84

Octopus Investments

Tax Efficient

Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help. By putting your needs first, by listening and really understanding what you want, we can help you do smarter things with your money.

We manage nearly £5billion for over 50,000 customers. We offer straightforward products which solve problems faced by real people. We don’t believe in unnecessary complexity and only launch products when we’re confident they’ll do what we say they will. We’re working hand-in-hand with some of the UK’s most successful entrepreneurs and management teams, financing companies capable of creating, transforming or dominating markets. Exceptional customer service and clear communication are integral to everything we do.

At Octopus, we’re building the best team possible. We hire the most talented people we can find, from both inside and outside our industry.

http://www.octopusinvestments.com/

53/84

Oxford Capital

Tax Efficient

Oxford Capital aims to make EIS investments accessible, easy to understand and hassle-free for investors and their financial advisers. The firm has two distinct EIS strategies – Investment in high growth companies from a range of industries and investment in companies which own infrastructure assets. The Oxford Capital Growth EIS portfolio backs established businesses to support their expansion. Oxford Capital builds each investor a portfolio of around 8-10 companies, providing the tax advantages of the EIS whilst mitigating some of the risk of smaller company investments through diversification. The Oxford Capital Infrastructure EIS invests in companies which own and operate infrastructure assets, such as renewable energy installations, earning revenues through long-term contracts. Because the investments are asset-backed, the Infrastructure EIS has a lower risk profile than some other EIS investments.

www.oxcp.com

54/84

Par Equity

Tax Efficient

Par Equity is a venture capital firm created to facilitate investment into smaller companies with high growth potential.

Our primary interest is in companies that are innovative and do things in new and better ways, and so gain competitive advantage.

Where possible we use government approved tax wrappers such as EIS or BPR to maximise returns to investors.

The company has been built by investors, for investors.

https://www.parequity.com/

55/84

Parkwalk Advisors

Tax Efficient

Parkwalk is a London-based independent investment management firm. We seek to generate significant capital gains through venture capital investing, enhanced by the attractive tax relief provided by the Enterprise Investment Scheme (EIS).

Parkwalk entered this investment space in 2009, anticipating a fresh wave of tax-efficient incentives launched by the UK Government to stimulate innovative emerging technology companies and thereby help drive economic growth. These incentives are already leading to higher company valuations, and higher returns for investors.

Our portfolio is focused on companies spun out from the UK’s leading universities and other research-intensive institutions to develop and commercialise relevant new technology. Parkwalk utilises academic, technology transfer, venture capital and personal networks developed over many years to gain access to the highest calibre deal-flow.

Our Funds aim for investor returns over four to eight years, via balanced portfolios of companies with varying investment stages to spread maturity and sector risk.

http://parkwalkadvisors.com/

56/84

Pembroke

Tax Efficient

Pembroke VCT plc is a venture capital trust that provides investors with access to a private equity style investment strategy with significant tax benefits. As part of the Oakley Capital group of companies, we are committed to helping management teams realise their vision, utilising our extensive network and experience. From start-ups to more mature businesses we invest in founders and management teams we have confidence in, across industries we believe have exciting growth prospects.

In turn these entrepreneurs often seek the financial advice and operational and strategic expertise that our team can provide. We only invest in companies where we can add value over and above simply providing capital, and where we are confident our resources and experience can be most instrumental in their growth. We are hands-on investors, providing a supportive framework and access to unparalleled talent across our Board, Management Team and Advisors.

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Physical Gold

Real Assets

As market leading gold investment brokers, we select and source investment gold on your behalf. Regardless of your investment amount we provide a fully managed investment service with a choice of innovative investment options to suit your individual requirements. From SIPP Gold, for those wishing to balance their pension, to Tax Free Gold coins for investors seeking to beat bank account returns. Our Gold Savings plan (from £250/mth) enables you to drip feed funds on a monthly basis to build that nest egg gradually.

Regardless of which product you select or if you want the gold stored or delivered, all our investors have one goal in common. They want to proactively protect their wealth with real gold bars or coins. No paper ownership, no mining shares, no gold funds – just solid gold.

As recognised industry leaders we have developed an enviable position as experts in gold investment. Our commitment to customer services is demonstrated by our tailormade approach to each individual’s needs and the repeat business we receive. If you’re considering gold investment opportunities then contact us to discuss your requirements while gold prices are low.

https://www.physicalgold.com/

58/84

Proplend

Alternative Finance

Proplend is an online marketplace for secured commercial mortgages, where all the loans are supported by a registered legal first charge on an income producing commercial property.
Proplend was founded in 2013 in response to the fallout of the 2008 banking crisis. On one hand bank interest rates fell to and have remained at historic lows depriving cash rich individuals and institutions of much needed low risk income and on the other hand banks who had previously been very active in property lending had either disappeared or pulled out of the market.
The sector of the market worst hit was sub £5m commercial lending where there is a staggering £50 billion of existing debt that requires to be refinanced over the next 3-5 years. This is currently being serviced by less than 11 active lenders.
Proplend makes it possible for interest rates being offered by borrowers to be earned directly by lenders, circumventing the traditional banking system and creating a new asset class. This is the first time that private individuals and institutions have been offered direct access to commercial real estate lending opportunities.
Borrowers gain access to funding which is not otherwise currently available and lenders get the opportunity to earn risk adjusted monthly income.

https://www.proplend.com/

59/84

PUMA Investments

Tax Efficient

Puma Investments has a strong track record in providing asset-backed funding to established businesses across the UK. Our multi-disciplinary team is able to draw upon a nationwide network of offices to source, evaluate and execute transactions.

Our principal focus is on capital preservation and generating stable returns for our investors whilst seeking to offer robust downside protection. The business was founded on and continues to follow two guiding principles: protecting capital and minimising risk. This has always been and will continue to be our promise to our investors and business partners.

http://www.pumainvestments.co.uk/

60/84

Radcliffe Newlands

Tax Efficient

We are financial planners, wealth managers and employee benefits consultants. You can view details of services for private clients, employee benefits and some client testimonials.
We take a keen interest in the latest thinking in financial advice and planning. Logic, an understanding of human behaviour, academically validated investment strategies and risk analysis combine seamlessly with the latest technology to deliver our service to you.

https://rad-new.com/

61/84

Rockpool

Tax Efficient

Rockpool creates private company investment opportunities for its Network of successful entrepreneurs and professionals. Deals created for the Network are also open to a wider audience of investors through Rockpool’s EIS Portfolio Service. This Network Investment model offers unrivalled transparency and flexibility for investors. Rockpool targets companies which are profitable or have significant asset backing. The Rockpool Network includes hundreds of successful entrepreneurs with experience in a wide range of business sectors. This gives us access to hidden opportunities, acts as an anchor for our decision making and enables us to contribute more to the success of the private companies we support. In the last 3 years, nearly 1,000 investors have committed £100 million to 25 companies through Rockpool.

http://www.rockpool.uk.com/

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Sapia Partners

Real Assets

Our independence ensures that nothing stands in the way of serving our clients interests. We create long-term, sustainable value for our business partners and clients. Our expertise comprises investments in private and public equity as well as debt instruments and real estate.

We focus on three main business segments: Investment Management, Corporate Finance Advisory and Real Estate Advisory. Our team members have significant experience in creating value through investing in and advising on transactions across Europe and the US.

63/84

Seedrs

Tax Efficient

We make it simple to buy into the businesses you believe in and share in their success.

We let all types of investors invest in businesses they believe in and share in their success. We let all types of growth-focused businesses raise capital and business community in the process.

We do all of this through a simple, highly professional, online process that protects and empowers investors while helping businesses grow and generate returns.

We are equity crowdfunding done properly.

https://www.seedrs.com/

64/84

Seneca Partners

Tax Efficient

Seneca is an independent investment management and corporate advisory business for High Net Worth individuals and SMEs. We have truly achieved our aim of becoming a home for SMEs where companies and entrepreneurs can access invaluable support and opportunities.

Our team brings together decades of success in providing bespoke investment and advisory solutions for our clients across a multitude of financial areas.

http://senecapartners.co.uk/

65/84

Springfield Financial Services

Tax Efficient

Established in 1979, we are an award winning, Chartered firm of Independent Financial Advisers providing advice to individuals and companies in Lancashire, the Fylde, Cumbria, Greater Manchester and throughout the UK. In 2008 and 2010 we acquired local firms Bill Jackson Financial Planning and Sanderson Law Financial Management.

We are proud to have won ‘Adviser Firm of the Year (North West)’ at the Professional Adviser Awards for two consecutive years, 2016 and 2017.

http://www.springfieldfs.co.uk/

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Stage Capital

Wealth Management

Our investment strategy is to provide capital and expertise to support management teams to build investment platforms and portfolio companies with strong foundations for stability, growth and transformation.

Stage Capital LLP completed a spin-out from NBGI Private Equity in 2016, backed by Goldman Sachs Asset Management and Deutsche Bank Private Equity, and is an independent private equity manager, owned by its partners. The investment team led the secondary buy-out of the 11 NBGI funds and has an outstanding track record of delivering returns as a primary investor.

http://www.stagecap.com/

67/84

Startup Funding Club

Tax Efficient

Startup Funding Club was formed in 2012 by Stephen Page and four experienced entrepreneurs and investors. Recognising the boom in numbers of exciting new startups in the UK and the difficulty to access seed funding, Startup Funding Club aims to plug this gap through a collaboration of entrepreneurs, investors and service providers active in the UK startup community. All of the founders and advisors have been involved in funding, managing, and mentoring new businesses for many years.

Home

68/84

St. James Place

Wealth Management

The St. James’s Place Wealth Management Group specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses.
As well as addressing simple and straightforward issues such as mortgages and insurance, we can help to resolve more complex problems for clients, whether it be investment for growth, Inheritance Tax or retirement planning.
In general, we provide reliable and expert advice for individuals and businesses seeking to achieve four principal financial objectives:
Build and preserve your capital
Manage your cash and borrowings
Protect yourself against financial risk
Manage your business more effectively

http://www1.sjp.co.uk/

69/84

Stanley Gibbons

Real Assets

Stanley Gibbons has been serving collectors since 1856, just 16 years after the first stamp – the Penny Black – was issued. We are the undisputed market leader in the field of rare stamps with “an unblemished reputation for expertise and honest dealing” (The Times). We have held the Royal Warrant for services to philately since 1914, a true mark of quality.

www.stanleygibbons.com

70/84

Stellar

Tax Efficient

Stellar is an investment specialist providing tax-efficient services for financial advisers and their clients
We work with financial advisers, planners, wealth managers and other financial intermediaries to offer investment opportunities that mitigate risk and deliver attractive, long-term returns.

http://www.stellar-am.com/

71/84

Symvan Capital

Tax Efficient

The Symvan Group (“Symvan”) incorporates Symvan Capital Limited, with an asset-management arm and Symvan Securities, providing corporate finance advisory services.

Symvan Capital is an investment fund advisor dedicated to finding start-up businesses suitable for investment and then supporting them when funds have been provided. We provide an alternative investment approach to SME investing with the aim of delivering superior returns.

Symvan’s principals bring sector-focused SME corporate finance experience, rather than a background of just traditional asset management. Our tax efficient technology-focused portfolios are relatively small compared to competitors, allowing us to devote greater resource and time for the success of the investee company, rather than a short-term view by maximizing the funds raised. Whilst our decisions are always in the best interests of the companies’ shareholders, our focus rests primarily on helping investee companies achieve the necessary follow-on capital they will require to grow, ‘cross-fertilising’ companies within our own network of professional and industry contacts, and ensuring each has the advice and support needed to successfully navigate the pitfalls every start-up typically faces.

http://www.symvancapital.com/

72/84

SyndicateRoom

Alternative Finance

We allow you to invest in companies backed by professional investors
Equity crowdfunding has democratised investment in startups, helping entrepreneurs to make their business visions a reality and allowing individuals to invest and become real-life ‘Dragons’.

While many online investment platforms have sprung up, at SyndicateRoom we have developed a unique model with benefits you can’t find anywhere else.

Here’s why: we only list companies that are already backed by professional ‘business angels’, who are investing their own money and thus have taken an active role in evaluating the strength of the deal. We then offer our members the ‘same share class and same price per share’ if they decide to invest alongside these professionals.

We believe this curated and transparent approach allows our members access to a more sophisticated set of investment opportunities.

https://www.syndicateroom.com/

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Tilney

Wealth Management

Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Our clients include private individuals, families, charities and professionals, and we look after more than £20 billion on their behalf. At Tilney, your personal wealth is our personal responsibility.

Our financial planners spend their days helping people to achieve their goals. You may need advice on a one-off basis for a specific goal such as planning for retirement or managing Inheritance Tax. For more complex needs we can create a full financial plan that covers all areas of your finances.

We have a range of investment services each underpinned by a disciplined, rigorous investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals.

https://www.tilney.co.uk/

74/84

TIME Investments

Tax Efficient

TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 19 year track record of successfully achieving Inheritance Tax savings for our investors. What stands us apart in our market is our focus on seeking consistent stable returns which we deliver through a defensive investment strategy. We pride ourselves on offering real transparency around our products, what we invest in and what the risks are. We’re dedicated to supporting the adviser market and we recognise that our services require professional advice, which is why we don’t accept direct investments. We also have a nationwide sales team on hand to assist financial advisers in identifying solutions for their clients’ financial concerns, dealing with technical queries and delivering one-to-one support.

http://www.time-investments.com/

75/84

Triple Point

Tax Efficient

We are an established private partnership founded in 2004. As an expert investment company, we build innovative products for investors and offer attractive financing solutions to a range of businesses and organisations in both the public and private sector.

http://www.triplepoint.co.uk/

76/84

UBS

Wealth Management

Headquartered in Zurich and Basel, the UBS Group is a global firm providing financial services to private, corporate and institutional clients.

The UBS Group is present in all major financial centers and has offices in over 50 countries.

The UBS Group employs approximately 60,000 people around the world.

The UBS Group’s historical roots stretch back more than a century.

77/84

Unicorn AM

Tax Efficient

Unicorn Asset Management Limited is an independently owned and managed investment management company. Founded in 2000, Unicorn offers both open and closed ended investment funds, including an AIM Venture Capital Trust, designed to satisfy a variety of investor requirements

http://www.unicornam.com/

78/84

Way Group

Tax Efficient

To follow

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VentureFounders

Alternative Finance

VentureFounders is a UK-based equity investment platform designed to make Angel and Venture Capital style investing more accessible, affordable and transparent.

We believe that this market should be open to all who can afford and understand the risk associated with early stage investment. As an investor through VentureFounders, you can invest from a minimum of £1,000 in some of the UK’s fastest growing and most exciting companies.

With a solid foundation in financial services expertise, the VentureFounders team is comprised of FCA approved, highly skilled investment professionals with extensive private equity, investment management and business growth experience.

The majority of our investment opportunities are offered in collaboration with leading Venture Capital firms or Angel networks with established track records and sector expertise. Importantly, we never present a fundraise that we would not invest in ourselves. The result is a curated range of structured opportunities in early stage, scalable and high growth businesses, many of which are EIS (Enterprise Investment Scheme) qualifying.

https://www.venturefounders.co.uk/

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Westminster Wealth

Wealth Management

The About section contains information relating to our history and ethical stance as a firm, our commitment to our service and to our clients and their well-being, and testimonials from our clients. This section also houses our achievements and ways in which we try to positively impact our community, as well as ways in which we can work with other professionals and those seeking to further their careers by joining Westminster Wealth Management.

http://www.westminster-wealth.com/

81/84

Worth Capital

Tax Efficient

Worth Capital exists to help the brightest entrepreneurs obtain funds and expertise required to turn their innovations into thriving businesses, whilst delivering above benchmark returns for investors.

We run business competitions to find and fund British start-up businesses. A Seed Enterprise Investment Scheme (SEIS) investment fund is invested in the winners in return for equity. We are the creative spark and the execution engine that creates the benefit for various parties.

https://worthcapital.uk/

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Yellowtail Financial Planning

Wealth Management

Yellowtail Financial Planning is an independent firm looking after the affairs of a small number of individuals and families. We manage people’s wealth, and give advice on a range of matters. Everything we do is based on the financial plans we produce for all our clients.

http://yellowtail.co.uk/

83/84

YFM Equity Partners

Tax Efficient

YFM Quity Partners is an independent private equity business owned by its senior management and investment team.

We invest up to £10 million of equity through offices in Leeds, London, Manchester, Birmingham and Sheffield.

We create Value by:

Empowering management teams
Focusing on growth – increasing market share – building niche leaders – innovating products and services – accessing new markets
Using our network of experts and industry partners
Enhancing infrastructures
Positioning for premium value

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RateSetter

Wealth Manager

RateSetter was founded in 2010 by Rhydian Lewis and Peter Behrens to give people the opportunity to earn more on their money. They wanted to address the investment gap between cash and shares and make better returns accessible to everyone in a simple and modern way.

Client List – All

1/84

Abundance Generation

Alternative Finance

2/84

Addidi

Wealth Management

3/84

Albion Ventures

Tax Efficient

4/84

Almary Green

Wealth Management

5/84

Amati

Tax Efficient

6/84

Amicus Wealth

Wealth Management

7/84

Angels Den

Alternative Finance

8/84

ArchOver

Alternative Finance

9/84

Assetz Capital

Alternative Finance

10/84

Barclays

Wealth Management

11/84

Beaufort Asset Management

Wealth Management

12/84

Beringea LLP

Tax Efficient

13/84

Blackfinch

Tax Efficient

14/84

BondMason

Alternative Finance

15/84

Calculus Capital

Tax Efficient

16/84

Canaccord Genuity

Wealth Management

17/84

Canada Life

Tax Efficient

18/84

Carrington Investments

Wealth Management

19/84

Cazenove Capital

Wealth Management

20/84

Clear Solutions

Wealth Management

21/84

Close Brothers

Tax Efficient

22/84

Co Assets

Alternative Finance

23/84

Cockburn Lucas

Wealth Management

24/84

CoInvestor

Tax Efficient

25/84

Combined Financial Strategies

Wealth Management

26/84

Cult Wines

Real Assets

27/84