Bulletin Marketing - Martin Fox
Martin Fox has been in financial services marketing all his working life. After a range of roles at Legal & General, he became Marketing Director at Prolific, and then General Manager Marketing at Pearl. He then took the opportunity to set up the strategic marketing arm of a London agency, where he launched ABN AMRO into the UK retail market, and launched Just Retirement from scratch. Today he runs Bulletin Marketing, and has a wide portfolio of financial services clients, across product providers, banks, investment houses, EIS managers, wealth managers, family offices and service providers. He is one of the judges of the Sustainable and Ethical Investment Awards run by Incisive Media, and he also chairs the judging committee of the EIS Association Awards. He is now also chair of the EISA Financial Planning Committee.
Bulletin Marketing are a specialist financial services marketing agency.
Based on decades of experience, we help companies become more profitable by:
– ensuring that they have a clear marketing strategy, that is created to support the plans of the business
– sharpening their proposition so that it is compelling for the target audiences
– agreeing who the target audiences really are
– finding the most effective ways to engage with the target audiences.
It is an approach that works. For some clients we even act as a part time marketing director.
And … we know the EIS marketplace very well!!
EIS Marketing - Stephen Aaron
EIS.Marketing Ltd, together with its sister business Palladium Results Ltd, offer a wide range of marketing solutions for EIS, SEIS, SITR and other alternative investment opportunities.
With significant experience in the EIS sector and financial services more generally, the team understand the issues that need to be considered when marketing EIS and other similar products to both high net worth individuals and the professional adviser market.
A combination of an innovative approach and a bespoke service, has allowed the business to use its experience to help a variety of different clients, ranging from FCA regulated Alternative Investment Fund Managers, through to Single Companies (EIS/SEIS), as well as IFAs who promote these investments.
A wide range of services and solutions are provided. Some examples include:
- Market positioning and strategy – both before and after a product launch.
- Creation of product marketing collateral (content, design and production) – items such as Information Memorandums and Executive Summaries can be produced and digital and print solutions are available.
- Regular communications.
- Reaching the right audience in a cost-effective manner.
- A full Outsourced Marketing Department.
EIS.Marketing Ltd is proud to be an official marketing partner of the EIS Association
Enterprise Investment Partners LLP - Christian Elmes
Enterprise investment Partners LLP is a specialist smallcap investment and compliance boutique established in 2011, whose activities include tax-efficient fund-raising with a particular emphasis on the EIS; design and promotion of tax-efficient investment products; promotion to financial advisers, wealth managers and institutional investors; investor relations and administration services; and Appointed Representative umbrella services. The team has particular expertise in the leisure, media, commercial property and renewable energy sectors and has raised over £500m under the EIS, VCT and other tax-efficient structures over the last 20 years.
IW Capital - Luke Davis
IW Capital is a private investment house offering both senior debt and tax-efficient equity investment opportunities into scaling SMEs with immense growth potential
IW Capital focuses on originating, structuring, managing and leading tax-efficient investment and senior debt opportunities for our expansive network of high net-worth individuals, ultra-high net-worth individuals, family offices, wealth managers and IFAs. With an executive team boasting over 50 years’ collective experience in SME investment, IW Capital is renowned for its leading expertise in tax-efficient equity investment and providing debt funding to SMEs.