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... Ver más
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Consulta las opiniones de los clientes
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... Ver más
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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,... Ver más
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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... Ver más
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Información sobre la empresa
Escrito por la empresa
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
Escrito por la empresa
- 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.
Información de contacto
20 Richmond Hill, BS8 1BA, Bristol, Reino Unido
- www.wealthclub.co.uk
Free guide to Tax Efficient Investing
4,6
Excelente
520 opiniones
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Phone answered quickly and those on the…
Phone answered quickly and those on the other side knew their stuff. Polite and efficient. Application proces and site layout very good.
15 de diciembre de 2022
Informative and practical
Very I informative on investments and tax saving ideas. VCT’s and SEIS are available at lower fees than other brokerage firms.
16 de diciembre de 2022
Independent and honest
Wealth Club gives an honest independent view on a range of potential investment not covered by other advisors or intermediaries such as EIS's and VCT's
13 de diciembre de 2022
Respuesta de Wealth Club
Thank you very much Mr Wright for the kind words, it’s much appreciated you taking the time to write a review.
If we can do anything more for you please don’t hesitate to get in touch.
Kind regards,
Sheridan
Its very easy to use the platform and…
Its very easy to use the platform and the staff are vert helpful.
23 de diciembre de 2022
Good service
Has helped speed up investment process for tax efficient investments. Client telephone assistance has always been great when sorting out issues with application forms/bank transfers
14 de diciembre de 2022
Easy to deal with and good efficient…
Easy to deal with and good efficient web site.
12 de diciembre de 2022
Smooth and efficient transaction
19 de diciembre de 2022
Improvement in responses to questions .
Like the quick responses to questions .
Disappointed that follow up on queries not quick.
3 de enero de 2023
Respuesta de Wealth Club
Dear Peter
Thank you for taking the time to write a review.
I’ve had a look into this for you. We are waiting on a third party for follow-up but I am sorry for the delay. I understand we were able to confirm before Christmas that everything was in good order.
We have chased the third party again and trust you’ll hear shortly.
I hope everything else is satisfactory, and if you need help with any other matter please don’t hesitate to get in touch.
With kind regards,
Sheridan
Pro active and responsive service
Pro active and responsive service. Easy to execute transactions via the web site and app.
1 de diciembre de 2022
Always very efficient and professional.
1 de diciembre de 2022
The Wealth Club is a very easy platform…
The Wealth Club is a very easy platform to use.
1 de diciembre de 2022
Great company
Great company.
Platform is strong, and the one time I have needed to contact customer services they were fast, efficient and resolved my issue without fuss or bother
29 de noviembre de 2022
Brilliant online application process.
Very efficient organisation. The online application process for products is brilliant ,simple and clear.
1 de diciembre de 2022
Swift,knowledgeable service
29 de noviembre de 2022
I have always found Wealth Club very…
I have always found Wealth Club very professional and efficient.
18 de noviembre de 2022
Excellent customer support
Excellent customer support. Easy to navigate website with clear instructions to complete forms. Excellent communication overall
16 de diciembre de 2022
Easy to get hold of someone and talk to.
1 de diciembre de 2022
Wealth Club - a first class service!
This is the third time I have engaged with the Wealth Club in order to facilitate my VCT investments. On each occasion the company and in particular Tom Dimonaco have been excellent in their client focus and service and could not have done more in their capacity as facilitators rather than financial advisers.
9 de diciembre de 2022
Respuesta de Wealth Club
Thank you Mr Davison – your kind words are much appreciated. Thanks for taking the time to write a review.
Kind regards,
Sheridan & team
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