Member Directory

Contact: Eloise Morgan

Specialist insurance advisers to investors that back entrepreneurs, founders and growth stage businesses.

At Price Forbes, our Ventures team supports ambitious founders, investors and advisers at every stage of the growth journey; from incorporation and early fundraising through to scale up, regulation and exit.

We work closely with entrepreneurs, venture backed businesses and investment managers, helping them understand, structure and transfer risk so they can focus on building and scaling their businesses with confidence. Insurance, when done properly, is not a box ticking exercise; it is a strategic tool that protects people, ideas and capital.

Contact: Thomas Hudson

With offices in 157 countries and more than 195,000 people, PwC is among the leading professional services networks in the world. We work with many of the UK’s growing and successful private businesses and entrepreneurs. Two thirds of our clients are private business owners and individuals.

A key challenge for early stage businesses is being able to access the finance they need to grow and create value. Our Venture Capital team focuses on advising VCTs, EIS/SEIS investors and funds, as well as companies seeking investment under these regimes. The venture capital regimes can be complex and it is critical that clients receive advice they can rely on. Our team of specialists are committed to helping our clients navigate this complexity.

Contact: Ella Scott Strategic Partnerships Manager

Puma investments is an award-winning investment manager, and a leading provider of growth capital to UK SMEs/ We operate across the country and are part of an organisation that raised its first private equity find in 1996. Our investments provide more than capital – it provides partnership. By using our investment insight, multi-sector experience, and extensive network we aim to help accelerate the growth of our investee companies.

Contact: Pauline Cassie

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Contact: Lucy Vo Portfolio Executive

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Contact: Dmytro Fedoruk CEO and Founder

Ranking Copilot is an AI-native workflow platform for law firms that streamlines legal directory submissions, pitches, and proposals. It centralises matters, proof points, and references, and uses AI to generate consistent drafts, manage reviews and deadlines, and reduce the time and friction of BD work—while keeping full control with partners and BD teams.

Contact: Jaclyn King-Gibson

Rathbones has become a trusted investment partner for providing individual investment and wealth management services for private clients, charities, trustees, and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. By addressing ESG issues, a responsible investment approach not only serves to protect the planet and people. It also preserves wealth and generates returns via enhanced risk management and the identification of promising investment opportunities. In a reflection of our achievement so far, we were recognised as “ESG Champion of the Year” in the Investors’ Chronicle/Financial Times 2021 Celebration of Investment Awards.

In business since 1742.

A FTSE 250 listed company.

Managing more than £100.7* billion for our clients.

£8.8bn managed by our Charities team363 Investment Managers

15 offices throughout the UK and Jersey.*

Our purpose

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Find out more

*All data correct as at September 2023 and data currently excludes Investec Wealth and Investment (UK)

Contact: David Findlay CEO

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Contact: Richard Wilson Tax Director

RSM is a leading provider of audit, tax and consulting services to middle market leaders, advising on tax efficient investments and particularly the EIS and VCT schemes.

RSM has a large Venture Capital Schemes team, several of whom have many years of experience working with businesses helping them to determine their eligibility for these tax reliefs to attract investors and raise funds. RSM can assist you with obtaining HMRC advance assurance that your company meets the required conditions and assist with your compliance obligations to give the necessary certification to your investors in order for them to claim tax relief.

Our specialist team is proud to be invited to the AIM Advisory Group of the London Stock Exchange (LSE) and co-authored A Guide to AIM Tax Benefits, published jointly with the LSE.

With around 3,650 partners and staff in the UK and access to 48,000 people in over 120 countries across the RSM network, we can meet our clients’ needs wherever in the world they operate and support you as your business grows.

Contact: Charlotte Surridge Pratice Manager

“The Venture Equity and Corporate Debt Lawyers”

We are lawyers who act for some of the leading names in the EIS/SEIS fund management industry, including active fund managers, leading crowdfunding platforms and fast growing companies. We cover primarily unquoted equity and debt fundraises and investments, which regularly involve the raising and deploying of EIS/SEIS-eligible capital. Our expertise covers the complex and interrelated corporate, regulatory and tax landscape in which our clients operate.

Our FCA-authorised vehicle, RW Blears Ventures, is also often involved in engagements where additional regulatory compliance services are relevant to a proposal.