How we fit EIS funds and VCTs into an advice process is something that the tax advantaged industry has got many different answers for. Rob Bell of Finova Money has been using these for clients for many years. In this episode we discuss their place in a financial plan, how he chooses between different products and investor perceptions of the industry.
Amongst other topics, Rob discusses:
It’s a great conversation with lots of insights from Rob for investors, advisers and fund managers.
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They Ask, You Answer by Marcus Sheridan
Rob Bell is a Chartered Financial Planner and one of the founding directors at Finova Money, an independent financial advice business based in London. Rob is passionate about helping his clients take control of their finances so they can live with confidence knowing they have a solid financial plan for the future in place. Rob’s clients include business owners and professionals with more complex tax positions who can benefit from looking at a broader range of financial planning options. Outside of work Rob’s interest are getting out into the countryside, Munro bagging and scuba diving.
Disclaimer
Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.
