Adviser-led distribution across VCT, EIS, SEIS and Business Relief with over £300m raised in tax-advantaged investments.

Proprietary adviser intelligence network.

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The Flexi Model, built around the tax year.

Our service is built to complement your internal and external sales teams. We are focused on your needs, satisfying client demand and allowing you extra resource during the period you need it.

The Earlybird

A full-season campaign covering the peak fundraising window from September to April.

  • September – April
  • Seven-month campaign window

The Home Straight

A focused campaign across the closing quarter of the tax year, January to April.

  • January – April
  • Three-month campaign window

Strategic Campaign

Following an announcement or specific project. Reserves capacity for an Access-tier campaign in chosen windows.

  • Fully flexible
  • Insight or Access commitments retained

Raising for a tax-advantaged offer this season?

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