Wealth Management startup looking for seed funding of £750k with a pre-money valuation of £4.3m with EIS advance assurance already received. 

It is a pension retirement adviser, utilising its own proprietary approach to invest the pension lump sum to generate a monthly income for life.  

The investment will be used to complete the development of the interactive web tools and to accelerate the digital marketing which began in July 2021. 

The business has already generated £6M of AUM and around £62M of enquiries in 7 months of trading.