Financial Adviser Roadshow: Building Smarter, More Diversified Portfolios

We’re excited to announce the launch of our Financial Adviser Roadshow, a series of events running from October 2025 to January 2026 hosted by Symvan Capital and Jenson Ventures, two of the UKs leading EIS investment managers.

Designed for Financial Advisers, Paraplanners and Wealth Managers, these sessions will explore how EIS can help build smarter, more diversified portfolios for clients.

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What to Expect

• Market trends shaping growth capital and tax-efficient solutions
• How EIS can be positioned as a diversification tool in client portfolios
• Case studies and practical takeaways for advisers
• Perspectives on risk management and portfolio construction
• A special guest speaker (to be announced soon!)

Lunch and refreshments are included.

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Why Attend?

• Deepen learning on EIS as an asset class and tax planning tool
• Practical insights to strengthen client conversations
• Access to two leading EIS managers with complementary approaches

Attendees will also receive our follow-up resource:
“The Symvan & Jenson Guide to EIS: Building Smarter, More Diversified Portfolios.”

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Roadshow Dates & Locations

📍 Harrogate – Thursday 23rd October 2025
📍 Brighton – Thursday 20th November 2025
📍 Manchester – Thursday 27th November 2025
📍 Bristol – Thursday 15th January 2026
📍 Cambridge – Tuesday 20th January 2026

🕓 All events run from 12.30pm – 3.30pm
👉 Sign up for our first stop, Harrogate, here.

👉 Register your interest in upcoming roadshow locations via jb@symvancapital.com