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Understand the FCA’s SDR and investment labels requirements and learn how your firm can prepare for upcoming ESG regulations with practical steps for compliance and reporting.
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At Tramshed Tech, Unit D, Pendyris St, Cardiff, CF11 6BH we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 17.30, followed by a breakout session and networking from 18.30 Ready Steady Grow Cardiff – sign up here Registration from 5pm. Seminar Agenda (CPD qualifying): 5.30 Welcome from the Chair, Cai Gwinnutt – Tramshed Tech 5.35 Update on the early-stage market and recent commitments in the Wales, Jess Phillips-Harris of British Business Bank 5.45 Investing in Innovation through the S/EIS, TBC 5.55 S/EIS – company considerations, Adam Lawrence - R W Blears 6.05 Panel Discussion: Under the bonnet with the Fund Managers – Ed Prior - SFC Capital, Darren Evans – Waterspring Ventures, David Blake – Deepbridge Capital, Harry Bell – Charles Stanley, Chair: Cai Gwinnutt – Tramshed Tech 6.25 Journey of a Start-up with Founder Rhiannon Rees of PlantSea 6.35 Closing remarks, Christiana Stewart-Lockhart, EISA 6.40 Move to reception and networking Here’s an overview of this year’s entire series of remaining Ready Steady Grow! events: Birmingham (20 Sep), Cardiff (27 Sep), Bristol (28 Sep), Manchester (4 Oct), Leeds (10 Oct), Cambridge (11 Oct), Newcastle (17 Oct), Belfast (19 Oct), Oxford (2 Nov) If you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk FAQs: Who should attend this event? Entrepreneurs looking to start a business, or access funding to take your business to its next level Wealth managers looking to gain knowledge and expertise in EIS and small company investing Investors looking to invest in the ‘Next big thing’ Professional Advisors who want to help SMEs develop and grow. Will refreshments be provided? Drinks and canapés will be provided *** We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy THANK YOU TO OUR SPONSORS: BBB, Charles Stanley, Fuel Ventures, IFA Magazine, RW Blears Waterspring and Tramshed Tech
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At KPMG, 66 Queen Square, Bristol, BS1 4BE we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Bristol – sign up here Registration from 4pm. Seminar agenda (CPD qualifying) 4.30 Welcome from the Chair, 4.35 Update on the early-stage market and recent commitments in the South West - Edward Tellwright, British Business Bank 4.45 Investing in Innovation through the S/EIS, - Matt Atwood, KPMG 4.55 EIS / SEIS for founders: how to access the tax benefits, - Anthony Reeves, Michelmores 5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair Panellists: Henry Bell - Charles Stanley, Glen Stewart - Committed Capital, Chris Wiles - Foresight, Paul Mattick - Mercia, - Octopus 5.25 Journey of a Start-up with Founder 5.35 Closing remarks, Christiana Stewart-Lockhart, EISA 5.40 Move to reception and networking Here’s an overview of this year’s entire series of remaining Ready Steady Grow! events: Birmingham (20 Sep), Cardiff (27 Sep), Bristol (28 Sep), Manchester (4 Oct), Leeds (10 Oct), Cambridge (11 Oct), Newcastle (17 Oct), Belfast (19 Oct), Oxford (2 Nov) To book your place click here If you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk FAQs: Who should attend this event? Entrepreneurs looking to start a business, or access funding to take your business to its next level Wealth managers looking to gain knowledge and expertise in EIS and small company investing Investors looking to invest in the ‘Next big thing’ Professional Advisors who want to help SMEs develop and grow. Will refreshments be provided? Drinks and canapés will be provided *** We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy THANK YOU TO OURS SPONSORS: British Business Bank, Charles Stanley, Committed Capital, Foresight Group, KPMG, Mercia, Michel mores and Octopus Investments
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Gain expert insights and practical guidance on safeguarding client assets and meeting regulatory obligations with confidence.
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At KPMG, 1 St Peter’s Square, Manchester, M2 3AE we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Manchester – sign up here Registration from 4pm. Agenda 4.30 Welcome from the Chair, Patrick Molyneux 4.35 Update on the early-stage market and recent commitments in the North West – Delyth Edwards, British Business Bank 4.45 Investing in Innovation through the S/EIS, Hannah Barraclough, KPMG 4.55 EIS / SEIS for founders: how to access the tax benefits, Valerie Whalley, RW Blears 5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair - Patrick Molyneux Panellists: Harry Bell – Charles Stanley, Jeffrey Faustin - Jenson Funding Partners, Tim Dickens- Octopus Ventures, Jess Jackson - Praetura Ventures 5.25 Journey of a Start-up with Founder Nicola Weedall, Hydr 5.35 Closing remarks, Christiana Stewart-Lockhart, EISA 5.40 Move to reception and networking THANK YOU TO OUR SPONSORS: British Business Bank, Charles Stanley, Jenson Funding Partners, KPMG, Octopus Ventures and Praetura Ventures Here’s an overview of this year’s entire series of Ready Steady Grow! events: Edinburgh (29 Aug), Birmingham (20 Sep), Cardiff (27 Sep), Bristol (28 Sep), Manchester (4 Oct), Leeds (10 Oct), Cambridge (11 Oct), Newcastle (17 Oct), Belfast (19 Oct), Oxford (2 Nov) If you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk FAQs: Who should attend this event? Entrepreneurs looking to start a business, or access funding to take your business to its next level Wealth managers looking to gain knowledge and expertise in EIS and small company investing Investors looking to invest in the ‘Next big thing’ Professional Advisors who want to help SMEs develop and grow. Will refreshments be provided? Drinks and canapés will be provided *** We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy
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Our annual event will once again be a full day’s deep dive into sustainable, responsible, ethical and ESG investment. This year's keynote speakers are the FCA’s ESG Manager Sara Woodroffe, who will be discussing SDR and related activity - and NGO Client Earth’s Joanne Etherton. Other expert speakers are UKSIF CEO and expert climate risk actuary Mike Clark. Their sessions will be interwoven with fund managers panels where we will explore how leading managers deal with some of the most important and complex sustainability issues of our time. The day qualifies for up to 6 hours of CPD and there will also be lots of time to mingle with old friends and new throughout the day and at the drinks reception into the evening. For more information and to book your place click here. Date: Thursday, October 5, 2023 Time: 9.30 for a 10:00 AM start Drinks reception: 5.30 - 8.30 Address: Christ Church, Spitalfields, Commercial Street, E1 6LY The event is designed for financial advisers, planners and wealth managers.
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At PwC, Central Square, 29 Wellington St, Leeds, LS1 4DL we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Leeds – sign up here Registration from 4pm. Agenda 4.30 Welcome from the Chair, tbc 4.35 Update on the early-stage market and recent commitments in the North West – Cat Smith, British Business Bank 4.45 Investing in Innovation through the S/EIS, PwC speaker tbc 4.55 EIS / SEIS for founders: how to access the tax benefits, Paul Christian, Ward Hadaway 5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair - tbc Panellists: Harry Bell – Charles Stanley, Jeffrey Faustin- Jenson Funding Partners, Matt Nelson- Guinness Ventures, Andrew Aldridge, Deepbridge 5.25 Journey of a Start-up with Founder tbc 5.35 Closing remarks, Christiana Stewart-Lockhart, EISA 5.40 Move to reception and networking Here’s an overview of this year’s entire series of Ready Steady Grow! events: Edinburgh (29 Aug), Birmingham (20 Sep), Cardiff (27 Sep), Bristol (28 Sep), Manchester (4 Oct), Leeds (10 Oct), Cambridge (11 Oct), Newcastle (17 Oct), Belfast (19 Oct), Oxford (2 Nov) If you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk FAQs: Who should attend this event? Entrepreneurs looking to start a business, or access funding to take your business to its next level Wealth managers looking to gain knowledge and expertise in EIS and small company investing Investors looking to invest in the ‘Next big thing’ Professional Advisors who want to help SMEs develop and grow. Will refreshments be provided? Drinks and canapés will be provided *** We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy THANK YOU TO OUR SPONSORS: British Business Bank, Charles Stanley, Deepbridge Capital, Guinness Ventures, Jenson Funding Partners, PwC and Ward Hadaway
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At Mills & Reeve, Botanic House, 100 Hills Road, Cambridge, CB2 1PH we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Cambridge – sign up here Registration from 4pm. Agenda 4.30 Welcome from the Chair, tbc 4.35 Update on the early-stage market and recent commitments in Cambridge – Paul Sullivan, British Business Bank 4.45 Investing in Innovation through the S/EIS, Jan Fachot, PEM 4.55 EIS / SEIS for founders: how to access the tax benefits, Zickie Lim, Mills & Reeve 5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair - tbc Panellists: Harry Bell – Charles Stanley, Tim Dickens – Octopus Ventures, Ed Prior - SFC Capital, Sunil Shah - o2h Ventures and Glen Stewart- Committed Capital 5.25 Journey of a Start-up with Founder tbc 5.35 Closing remarks, Christiana Stewart-Lockhart, EISA 5.40 Move to reception and networking Here’s an overview of this year’s entire series of Ready Steady Grow! events: Edinburgh (29Aug) Birmingham (20 Sep), Cardiff (27 Sep), Bristol (28 Sep), Manchester (4 Oct), Leeds (10 Oct), Cambridge (11 Oct), Newcastle (17 Oct), Belfast (19 Oct), Oxford (2 Nov) If you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk FAQs: Who should attend this event? Entrepreneurs looking to start a business, or access funding to take your business to its next level Wealth managers looking to gain knowledge and expertise in EIS and small company investing Investors looking to invest in the ‘Next big thing’ Professional Advisors who want to help SMEs develop and grow. Will refreshments be provided? Drinks and canapés will be provided *** We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy THANK YOU TO OUR SPONSORS: British Business Bank, Charles Stanley, Committed Capital, Mills & Reeve, o2h Ventures, Octopus Ventures and PEM
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Celebrate excellence in Diversity & Inclusion across the wealth management and financial advice sector. The PIMFA D&I Awards recognise individuals and firms driving meaningful change, fostering inclusive cultures, and championing equality in our industry.
As the finance world faces a complex climb, meet the man who’s climbed more mountains than most. We would like to personally invite you to a unique opportunity to learn with Sir Ranulph Fiennes. This exclusive evening is being held by Industrial Thought Group in collaboration with our subsidiary Financial Software Limited on Thursday, 12 October 2023 from 6pm at the Eight Club Moorgate. Please RSVP here so we can confirm your place.
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At Newcastle Helix, Newcastle upon Tyne, NE4 5TF we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Newcastle – sign up here Registration from 4pm. Seminar Agenda (CPD qualifying) TBC. Here’s an overview of this year’s entire series of Ready Steady Grow! events: Edinburgh (29 Aug), Birmingham (20 Sep), Cardiff (27 Sep), Bristol (28 Sep), Manchester (4 Oct), Leeds (10 Oct), Cambridge (11 Oct), Newcastle (17 Oct), Belfast (19 Oct), Oxford (2 Nov) If you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk FAQs: Who should attend this event? Entrepreneurs looking to start a business, or access funding to take your business to its next level Wealth managers looking to gain knowledge and expertise in EIS and small company investing Investors looking to invest in the ‘Next big thing’ Professional Advisors who want to help SMEs develop and grow. Will refreshments be provided? Drinks and canapés will be provided *** We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy THANK YOU TO OUR SPONSORS: British Business Bank, CT Accountants Advisors, Par Equity and Ward Hadaway
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At KPMG, The Soloist Building, 1 Lanyon Place, Belfast, BT1 6DH we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Belfast – sign up here Registration from 4pm. Seminar Agenda (CPD qualifying) TBC. Here’s an overview of this year’s entire series of Ready Steady Grow! events: Edinburgh (29 Aug), Birmingham (20 Sep), Cardiff (27 Sep), Bristol (28 Sep), Manchester (4 Oct), Leeds (10 Oct), Cambridge (11 Oct), Newcastle (17 Oct), Belfast (19 Oct), Oxford (2 Nov) If you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk FAQs: Who should attend this event? Entrepreneurs looking to start a business, or access funding to take your business to its next level Wealth managers looking to gain knowledge and expertise in EIS and small company investing Investors looking to invest in the ‘Next big thing’ Professional Advisors who want to help SMEs develop and grow. Will refreshments be provided? Drinks and canapés will be provided *** We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy THANK YOU TO OUR SPONSORS: British Business Bank, Charles Stanley, Deepbridge Capital, KPMG, Octopus Ventures, Ormeau Baths, RW Blears and Sapphire Capital Partners
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Discover practical strategies to reinforce customer centricity and ensure your firm meets the Consumer Duty standards for customer support and consumer understanding by July 2023.
At Thatcher Business Education Centre, Saïd Business School, Lecture Theatre VI (Intesa Sanpaolo) we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Oxford – sign up here Registration from 4pm. Seminar Agenda (CPD qualifying) TBC. Here’s an overview of this year’s entire series of Ready Steady Grow! events: Edinburgh (29 Aug), Birmingham (20 Sep), Cardiff (27 Sep), Bristol (28 Sep), Manchester (4 Oct), Leeds (10 Oct), Cambridge (11 Oct), Newcastle (17 Oct), Belfast (19 Oct), Oxford (2 Nov) If you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk FAQs: Who should attend this event? Entrepreneurs looking to start a business, or access funding to take your business to its next level Wealth managers looking to gain knowledge and expertise in EIS and small company investing Investors looking to invest in the ‘Next big thing’ Professional Advisors who want to help SMEs develop and grow. Will refreshments be provided? Drinks and canapés will be provided *** We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy THANK YOU TO OUR SPONSORS: British Business Bank, Charles Stanley, Committed Capital, Mills & Reeve, SFC Capital and Wellers
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