Summary
Our ISA Season Event Series, set against the backdrop of the approaching new tax year on 6 April, is tailored for UK retail investors. Geared towards providing practical insights and empowering education, the series aids investors in taking their initial steps, accumulating wealth, and gaining confidence in their investment journey. With a focus on strategic decision-making, it equips participants with the tools to achieve financial goals, including home ownership aspirations. This timely series encourages proactive financial moves before the fiscal year reset.
Structure
Weeks duration
Topics
Online event sessions – 30-45 minutes each
In-person event sessions (London) with networking – 2 hours
Formats including Fireside Chats, Panels and Workshops
Topics
01
An Ultimate Guide to ISAs for Beginners
Dive deep into the basics of ISAs, breaking down complex concepts into easy-to-understand information for those new to individual savings accounts.
02
How To Become An ISA Millionaire
How to strategically use ISAs to build substantial wealth. We'll demonstrate the potential benefits of smart ISA investments and example success stories.
03
A Masterclass on Building Your ISA Portfolio
Practical insights and expert tips on selecting the right investments, diversifying your portfolio, and optimizing your ISA to achieve long-term financial goals.
04
The Path To Home Ownership: ISA Success
How to leverage your ISAs to fulfil the dream of homeownership. A step-by-step guide, considerations, and success stories of individuals who used their ISA savings for a property purchase.
our community
Exposure to a community of one million retail investors worldwide
HENRY audience
98% invest
21% are accredited
Time-poor
Spend max 15 minutes daily to cover anything investing related.
Community-driven
94% discuss their investment decisions with peers.
Digital-first
Use the latest tech in the investment process.
Action-centric
Take action as part of their learning journey.
get started
Connect with our events team
We work with 300+ financial service firms to help them with their retail investor growth.
Contact us
Our packages are multi-channel
Our Event Series Sponsorship Packages empower you to play a pivotal role in the educational journey of our investor community. We amplify your thought leadership and services across multiple channels on the Finimize platform to maximize the impact of your campaign.
Email is a key element to achieve scale
This includes building awareness at scale through exposure in our email channels, such as the Finimize Daily Newsletter, our Community Update, and Dedicated Email (exclusive to Gold Partners). We will promote your message and encourage our members to attend your events and explore the value you provide. Additionally, we will utilize our social media channels to support this effort.
Events help you connect deeply
Event execution is done in parallel. Depending on your partner tier (Gold, Silver, Bronze), you have the opportunity to connect with up to 1,500 of our most engaged members across 4 events, both online and in person. This platform provides an opportunity to build trust, give your brand a face, gain valuable insights, and solidify your relationship with them. It serves as an ideal foundation to turn highly engaged investors into your customers.
Previous activities
get started
Connect with our events team
We work with 300+ financial service firms to help them with their retail investor growth.
Contact us