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... See more
Company replied
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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... See more
Company replied
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,... See more
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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... See more
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Company details
- #43 of 78 best companies in Investment service
Written by the company
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
Written by the company
- 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.
Contact info
20 Richmond Hill, BS8 1BA, Bristol, United Kingdom
- www.wealthclub.co.uk
Free guide to Tax Efficient Investing
4.6
Excellent
521 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 24 hours
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Easy to use website and sensible…
Easy to use website and sensible realistic assistance provided without bias to particulate Managers
19 February 2023
Very efficient and helpful
Very efficient and helpful: a couple of years ago I made a stupid mistake when transferring funds to make an investment in a VCT through Wealth Club. Wealth Club personnel worked on the problem over a three-day period during which time I was regularly emailed with information about progress - for which I was extremely grateful. Since then there has been no deterioration in the service. Investments have always been processed within 24 hours; their phone is answered promptly; and the website is very informative, quickly updated and easy to use. I have been investing through Wealth Club since 2019 and have no reason to rate it as anything other than excellent.
19 February 2023
Reply from Wealth Club
Thank you very much indeed for taking time to write such positive feedback; it is a pleasure to pass this on to the team. As always, if there is anything we can help you with, please don’t hesitate to get in touch.
With kind regards,
Sheridan & team
Ideal for info on tax efficient investments
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 recently and will doubtless do more. The information it provides is clear and comprehensive. There's no hard sell, actually there isn't a sell at all. I have to ring it for more information (eg before applying on line). A human being answers the call, one who knows the market. Risk warnings are very clear, no investments are hyped.
17 February 2023
Reply from Wealth Club
This is a wonderful review to receive, thank you very much for taking the time to write it. I hope we will continue to deliver good service in future.
With many thanks,
Sheridan and team
Prompt & sensible responses
19 February 2023
Simple but effective system
19 February 2023
There as required… And never pestering.
Responsive, reliable, knowledgeable. There when you want advice or support. And never pestering.
18 February 2023
Platform is easy to us and has good…
Platform is easy to us and has good breakdown of options and information to inform your investment choice.
19 February 2023
Strong client service
Experience of making an investment just prior to Christmas demonstrated their strong client service ethos.
21 December 2022
Unprompted review
Reply from Wealth Club
Thank you for taking time to write a review, we do appreciate the kind words. If there’s anything more we can help you with, please don’t hesitate to get in touch.
Sheridan & team
Pleasant & helpful
Website easy to use, and customer service staff pleasant & helpful on the phone.
8 January 2023
Easy to use
Easy to use. Confidence that they are well informed and my money is safe with them
9 January 2023
Excellent professional all round service
I have found Wealth Club responsive, flexible knowledgable and efficient in all my dealings
26 January 2023
Excellent service
Have started using Wealth Club for all VCT investments. Outstanding service compared to experiences with other brokers over the years.
16 January 2023
Unprompted review
Having invested in VCT's for many years…
Having invested in VCT's for many years previously through Hargreaves Lansdown and Bestinvest, I can confirm, without any reservation, that Wealth club provides a superior service.
Their excellent, indeed unparalleled, appraisals/reviews of the many VCT's on offer are invaluable in deciding into which VCT to invest.
3 November 2022
Reply from Wealth Club
It is a delight to hear feedback like this, thank you very much for taking the time to write a review. If we can do anything further for you please don’t hesitate to get in touch.
With thanks,
Sheridan and team
very efficient in dealing with new…
very efficient in dealing with new applications and keeping you advised of progress. Also very helpful when telephoning them for information etc
27 January 2023
Always excellent service!
9 January 2023
Comprehensive information available
Comprehensive information available, with clear links to the underlying funds. Pricing also very clear.
11 January 2023
Investment into a VCT
I Invested into a VCT through the Wealth club and found the online service very easy to use, knowing that there was good support on the end of the telephone if needed. It is a very efficient company.
5 January 2023
Reply from Wealth Club
Thank you very much for the kind words and for taking time to write a review. If we can do anything else for you don't hesitate to call. Regards, Sheridan & team
Good communication and investment news
Good communication and investment news. Helpful staff. Delivers what it promises.
1 January 2023
Extremely professional and…
Extremely professional and knowledgeable service. Great client services together with prompt replies and responses.
9 January 2023
Helpful Analysis of VCTs
Analysis of VCTs on comparative statistics, discount on investment, easy process to invest
8 January 2023
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