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
Invita a los clientes a opinar
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Very easy to apply
25 de noviembre de 2024
Very easy to deal with and complete…
Very easy to deal with and complete applications and you get the attraction of discounts etc.
25 de noviembre de 2024
Simple process
1 de noviembre de 2024
Good communication and explanation of…
Good communication and explanation of the product, but without being unduly pushy.
1 de noviembre de 2024
Web site a bit clunky and could offer…
Web site a bit clunky and could offer better valuations but on the whole good help line was excellent when my application crashed half way through.
21 de septiembre de 2024
The most useful financial information that I get
I have used WealthClub several times and the service is very good. Also I get daily email updates that are highly informative - probably the most useful financial information that I receive. Best information provider on VCTs.
21 de septiembre de 2024
Respuesta de Wealth Club
Thank you very much for the positive feedback! We are grateful you took time to write a review. If we can help with anything further please don't hesitate to call or email.
With kind regards,
Sheridan & team
The process was simple
21 de septiembre de 2024
Everything quick and easy ....quick…
Everything quick and easy ....quick response on the phone.
21 de septiembre de 2024
Telephones answered promptly and staff…
Telephones answered promptly and staff always polite and helpful
21 de septiembre de 2024
Respuesta de Wealth Club
Thank you for taking time to leave a positive review. If we can help with anything further please don't hesitate to get in touch.
Kind regards,
Sheridan and team
Useful step by step guidance on…
Useful step by step guidance on Investment products to evaluate and research with a straight forward investment process. knowledgeable and UK based customer relations and assistance when needed.
A cost-effective way to invest in a range of tax efficient products with rebates that help to reduce normal charges. Very satisfied.
30 de agosto de 2024
Respuesta de Wealth Club
Thank you Mr Arnold, it’s a pleasure to read this review and thank you for taking the time to write it. If we can help with anything further please don’t hesitate to ask.
With kind regards,
Sheridan and team
Excellent way to access investments not easily available elsewhere
I’ve been a customer of the Wealth Club since 2020 and have purchased several different products with them. Always helpful and easy to get hold of on the phone. Excellent way to access investments not easily available elsewhere.
Online portal is very useful, but their big advantage is the staff who are knowledgeable and a pleasure to deal with. The discounts and rebates they offer are the icing on the cake.
9 de agosto de 2024
Respuesta de Wealth Club
Wonderful to hear it, and thank you very much for taking time to leave a review!
If there's anything we can do for you please don't hesitate to get in touch.
With thanks,
Sheridan and team
Helpful and knowledgeable
Helpful and knowledgeable - recommended. Bella was excellent and answered all my questions quickly and efficiently.
26 de julio de 2024
Respuesta de Wealth Club
Thank you for the feedback, and for taking time to leave a review – it's much appreciated. If we can help you with anything else please don't hesitate to get in touch.
With thanks,
Sheridan and team
Specialised investment opportunites
Wealth Club provide ready information about a variety of specialised investment opportunities.
14 de junio de 2024
Transfer of existing ISA to AIM ISAs
My transfer of existing ISA to four different AIM ISA's under the Wealth Club umbrella was dealt with very efficiently, and several prior queries were answered promptly
14 de junio de 2024
Respuesta de Wealth Club
We are delighted to hear it – thank you Mr Buckingham for your kind words, and for taking the time to leave a review.
With thanks,
Sheridan and team
They keep in contact with relevant…
They keep in contact with relevant information. Straightforward non advisory service.
19 de mayo de 2024
Bit too early to give credit worthy…
Bit too early to give credit worthy feed back, but will be happy to give feed back after 3-6 months.
Opening account and topping up was without any hick up. Platform is good and easy to use/read
19 de mayo de 2024
Respuesta de Wealth Club
Thanks for reviewing, we will follow up in a few months and find out if you are fully satisfied with our service. If there is anything more we can help you with, please don’t hesitate to get in touch.
With kind regards,
Sheridan & team
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