Investments in early-stage companies
Recently, Octopus Investments sat down with a financial adviser to discuss one area of investing that’s helped his clients and business considerably.
Sunny Sonpal is an adviser based in Milton Keynes and Managing Director at Collective Financial Planning.
The chances are Sunny’s business bears similarities to your own.
Sunny looks after a range of clients. They sit at different places along the wealth spectrum, not just the extremely wealthy. And he spends a lot of time figuring out how he can add as much value as possible for his clients.
In this short interview you’ll hear about:
Why Sunny recommends investments in early-stage companies.
- How these investments can help suitable clients and your business.
And much more…
You’ll also read about four important reasons to recommend investments in early-stage companies.
Watch the video>>
Key risks to bear in mind
The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
Smaller company shares are by their nature high risk, their share price may be volatile and they may be hard to sell.