Financial Planning Membership
The Financial Planning Membership is a free membership category designed for UK-based financial planners, wealth managers and regulated advisers who are incorporating, or intend to incorporate, EIS and SEIS into their client advice and planning.
This membership helps you stay connected, informed, and influential in this increasingly mainstream area of financial planning.
As a part of the EIS Association community, you will gain access to events, insights and resources that support your work advising clients on tax-advantaged equity investing.
It will also help to ensure the voice of financial planning professionals is represented in policy discussions and industry developments.
Benefits of Financial Planning Membership
As a Financial Planning member, you will gain:
- Networking opportunities with EIS and SEIS advisers, investors, founders and ecosystem professionals
- Invitations to live events, seminars and briefings across the UK focused on financial planning and EIS/SEIS topics
- Being part of the collective voice influencing policymakers and stakeholders in the EIS/SEIS market
- Access to member resources including guides, webinars, checklists and planning content
- Regular regulatory and policy updates delivered to your inbox
- Discounts and savings through EIS Association partner offers, plus invites to partner hosted events
Eligibility and Application
This membership category is open to financial planners, wealth managers and regulated advisers who are actively involved in or looking to engage more deeply with EIS and SEIS within their professional practice.
Membership is offered at no cost to these eligible individuals as part of the EIS Association’s commitment to ensuring the financial planning community is well represented in the EIS/SEIS ecosystem.
Applications are submitted online and reviewed in line with the EIS Association’s guiding principles. Approved members gain immediate access to all the relevant benefits and community connections.
Ready to apply?
Join the Financial Planning Membership and access EIS and SEIS insights, events and resources.
Join us