Beauhurst - Henry Whorwood

At Beauhurst, we provide research and insight to help professionals discover and track the UK’s high-growth companies. Our data platform, available at beauhurst.com, is a searchable database of information on the most ambitious businesses in Britain. It is used by leading organisations from across the world of finance, professional services, higher education and government to better understand the high-growth economy.
We regularly produce reports based on our data, examining a diverse range of topics from investment trends to scaleups; FinTech to accelerators.

https://about.beauhurst.com 020 3422 8137

Hardman & Co - Brian Moretta

Founded over twenty years ago, Hardman & Co is an FCA registered firm, with a long established reputation for quality independent research on small and mid-cap companies and funds. The firm has a pool of highly experienced analysts with an average 27 years researching a broad range of sectors. It is also recognised for its work in valuing businesses for corporate due diligence and as an expert witness. Hardman & Co now provides investors and advisers with comprehensive reports covering, EIS, VCT and IHT offerings.

Hardman & Co’s approach to EIS and related products uses its extensive knowledge and experience to understand what each provider and product is aiming to achieve and the associated risks. Each review provides comprehensive research, including investment process, fee structures, performance attribution and risk analysis. In particular, this work addresses the concerns that the FCA has raised about concentration on ‘tax efficiency’ by other research providers.

We provide the information that enables advisers to speak to their clients on tax enhanced products with confidence.

http://hardmanandco.com 020 7194 7622

Intelligent Partnership (Indagate Group) - Guy Tolhurst

Intelligent Partnership is the UK’s leading provider of education and insights on alternative investments. They deliver CPD accredited research, training and events to a community of financial services and investment professionals. They publish the annual EIS industry report and organise EIS masterclass events to promote best practice when advising in this area.

IFAs and Wealth Managers make up the majority of their 3,500 subscribers, all of whom are interested or active in alternative investments. Their aim is to increase awareness and engagement amongst intermediaries, providing them with the tools and information they need to speak knowledgeably with their clients about the whole investment universe.

https://intelligent-partnership.com 0203 3751700

MI Capital Research - Alan Sheehan

Founded in 2013, MICAP is the go-to place for advisers considering tax-advantaged investments. MICAP provides quality independent due diligence, research tools and panel support services via its user-friendly and market-leading platform, specifically designed for financial advisers and wealth managers considering EIS, SEIS, SITR, VCT & BR investments. With over 800 subscribing firms and over 6000 users, MICAP is the most widely used research platform in this market.

Advisers can filter, compare and build sample portfolios from the whole of market, and assess all funds using our proprietary scoring system – which focuses on eight separate factors such as the manager’s operations & experience, the fund’s track record, and the fund’s diversification across companies & sectors. All research that advisers conduct (including every document downloaded, investment viewed and filter applied) is automatically saved for a complete audit trail of the research process. Advisers can also access innovative market snapshots and performance charts, which mark a real step change in how data in these markets is presented. For a free trial please follow the link below.

http://www.micap.com 0203 422 0100

Sustainable Times Ltd - Harvey Knight

https://www.sustainabletimes.co.uk 0203 997 4739