In all my dealings and telephone calls, I have been treated with the upmost respect with no patronising or condescending quotes. I have been the client./customer and being treated like that not like I... Voir plus
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Offers easy access to a variety of more high risk and niche investments such as EIS, SEis and VCTs. The investment process is very slick. Not sure about their recommendations with the W logo. The aim... Voir plus
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Spoke with Wealth Club on two separate occasions regarding setting up an AIM IHT ISA. Excellent telephone service from Ben and Sam. Knowledgeable, concise, and easy to understand. Most importantly,... Voir plus
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I cannot imagine there could be a better place to find out about tax efficient investments. I began with a small VCT investment some years back and am so pleased with the result that I did another rec... Voir plus
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À propos de l'entreprise
Écrit par l'entreprise
UK’s largest investment service for high net worth and experienced investors. Founded by Alex Davies and serving UK investors since 2016, Wealth Club offers tax-efficient investments (VCTs, EIS and SEIS, IHT portfolios, forestry funds); exclusive private company investments; private markets funds; and a discretionary share portfolio. The website offers free guides, in-depth reviews, and video interviews.
Compelling investment opportunities for experienced investors
Écrit par l'entreprise
- Venture Capital Trusts
- Invest in VCTs and help small, fledgling companies grow. Receive enticing tax breaks: up to 30% tax relief against your income tax bill, tax-free dividends and tax-free growth.
- EIS and SEIS investments
- Invest in small companies and receive an income tax rebate of up to 50%; defer unlimited capital gains, or halve a CGT bill; and qualify for IHT relief. Wealth Club provides access to EIS and SEIS funds as well as direct EIS investments in carefully chosen single companies.
- Inheritance tax portfolios and AIM ISAs
- If you’re happy to take significant investment risk, you could pass your wealth – including your ISA – on to your loved ones without the threat of 40% in Inheritance Tax, while keeping control over the assets.
- Private Markets & Real Assets
- Private equity funds, forestry funds, and other investment opportunities for high net worth and sophisticated investors – see www.wealthclub.co.uk for more detail.
- IMPORTANT
- Tax rules can change and benefits depend on circumstances. The investments on our website are not suitable for everyone. They are higher risk and require longer commitment than most mainstream investments. You should not invest capital you cannot afford to lose. If in doubt, seek professional financial advice.
Coordonnées de contact
20 Richmond Hill, BS8 1BA, Bristol, Royaume-Uni
- www.wealthclub.co.uk
Free guide to Tax Efficient Investing
4,6
Excellent
520 avis
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Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
I find Wealth Club very informative but…
I find Wealth Club very informative but also very resposive with queries after the event. Very efficient.
18 mars 2023
It was very easy to find what I wanted
It was very easy to find what I wanted, to choose and to pay.
11 mai 2023
Contact
They Answer the phone almost immediately, and don’t treat you as if your still waiting for your O level results.
They also (so far) haven’t tried to hard sell anything other than E mails, which are helpful.
11 mai 2023
I've made a couple of VCT investments…
I've made a couple of VCT investments via WealthClub as well as a number directly with VCTs.
The service is good and I appear to get a better deal in terms of costs....so I'll continue via WC.
11 mai 2023
Réponse de Wealth Club
Very good to read your feedback – thank you for taking the time to write a review. If we can help with anything please don’t hesitate to get in touch.
Many thanks,
Sheridan & team
Very responsive and helpful
Wealth Club provide good support. They reply to queries promptly. Information about holdings is provided clearly. That's in addition, of course, to the main point of using them - their providing access to investment opportunities that retail investors do not easily get elsewhere.
20 avril 2023
Réponse de Wealth Club
Thank you very much for taking the time to write a review, we are delighted to hear your feedback. Many thanks,
Sheridan & team
good and freindly
20 avril 2023
My application went through without any…
My application went through without any hassle or complication.
The website was easy to use too.
20 avril 2023
Convenient for buying VCTs
20 avril 2023
Useful step by step guidance on product.
Useful step by step guidance on nature of product and how to invest the money. Any queries, answered by a knowledgeable and dedicated helpline.
Also a personal portal online.
Kept informed by email.
Prompt receipt on 27 April of the share certificate and tax cert.
24 mars 2023
Réponse de Wealth Club
Very good to hear – thank you for taking the time to write a review. If we can assist with anything else please don’t hesitate to call or email us.
With many thanks,
Sheridan & team
Fantastic service and advisory.
20 avril 2023
Good and detailed information
Good and detailed information
Received informative literature in the post
I have started small as new for me
20 avril 2023
Great Service
20 avril 2023
Poor communication
Money was taken out of my account before YE050423, still waiting for the acknowledgment let alone confirmation of the appropriate share bought.
20 avril 2023
Réponse de Wealth Club
Dear Dr Prasad,
Thank you for your message and sorry to hear of your disappointment.
As an investment broker we provide investment reviews and facilitate the application process, but any investment confirmations and acknowledgements normally come from the investment providers. Depending on the provider, these can take some time to arrive.
As you will appreciate, there is only so much we can discuss in a public forum such as this. We have tried to get in touch with you and left a message. If you get a chance, could you please call us back on 0117 929 0511 or email enquiries@wealthclub.co.uk.
Kind regards,
Sheridan Leech
Client Service Director
The investment team provided full…
The investment team provided full support to enable me to complete my VCT application well in time.
20 avril 2023
Great platform & services
20 avril 2023
A Happy New Investor with Wealth Club.
I've only been investing with the Wealth Club for about a month, and have had no problem so far.
20 avril 2023
Réponse de Wealth Club
Thank you Mr Wise for your kind words. I hope we can help with any future needs as well, and if you have any queries please don’t hesitate to get in touch.
With many thanks,
Sheridan & team
Good choice of options
Good choice of options. No hard sell. Their commission is a bit on the high side.
20 avril 2023
Professional and prompt
20 avril 2023
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