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.

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 – The Financial Planning Club, Co-Founder, Lewis Byford

Lunch and refreshments are included.

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Timings

• 12.30pm – Arrivals / Welcome 
• 12.45 – 1.15pm – Symvan & Jenson: Diversification 
• 1.15pm – 2.00pm – Lunch 
• 2.00pm – 2.30pm – Lewis Byford – Workshop
• 2.30pm – 3.30pm – Networking & Connections 

🕓 All roadshow events run from 12.30pm – 3.30pm

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

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
• Connect with other IFAs in your area
• Learn from a leading voice in the financial advisory space – Co-Founder of The Financial Planning Club

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

👉 Sign up here