EISA launches new membership programme aimed at financial planners and regulated advisers

by | Jul 30, 2018

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The Enterprise Investment Scheme Association has launched a new free membership programme aimed at Financial Planners and Regulated Advisers.

Called the Financial Planning Programme, it aims to provide all individuals in the financial planning community with a forum to represent their views at the highest policy levels, as well an up-to-date industry news portal.

The members will also gain access to a host of online resources, free workshops and training sessions, exclusive industry research, and “significant savings” with a range of partners including special member discounts on professional indemnity insurance.

EISA told GBI Magazine that through scale, it hopes to achieves dialogue and influence over the policymakers that advisers alone cannot. The platform is for all advisory firms to get their voice heard by policymakers and stakeholders governing the EIS/SEIS advice market.

Mark Brownridge, Director General of the EISA (above), said: “EISA’s mission statement is to support and promote policies and initiatives that facilitate the smooth flow of risk equity capital from private individuals to smaller companies thereby benefiting the UK economy. The Financial Planning Programme will encourage Financial Planners, Wealth Managers and Regulated Advisers to play a more active role in this increasingly mainstream sector, as well as give them the opportunity to influence policymakers and stakeholders at the highest levels.

“EIS and SEIS fulfil much needed roles in encouraging private investment into growing British companies, so ensuring that voices from the financial planning community are heard alongside those of investors and SMEs is crucial.”

The full downloadable guide here.

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