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
La empresa ha respondido
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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
La empresa ha respondido
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
La empresa ha respondido
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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Attentive
Attentive. Efficient. Fairly priced. I was disappointed in the size of the Select fund but early days. It's worth a lot that can always make contact immediately. Good information on VCTs. Good with specialist funds such as forest information. I hope the company thrives.
19 de mayo de 2024
Respuesta de Wealth Club
Many thanks for this review Mr Goodman, appreciate the feedback and thank you for the good wishes.
With kind regards,
Sheridan and team
Really simple application forms and…
Really simple application forms and wide range of options
19 de mayo de 2024
Easy too use and good communication.
12 de abril de 2024
Very easy and efficient
12 de abril de 2024
First Class
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, they gave me their time. At no point did I feel rushed. First class.
15 de abril de 2024
Opinión espontánea
Respuesta de Wealth Club
A first-class review – thank you for taking the time to write it! Your feedback is much appreciated here. If there’s anything more we can do for you, please don’t hesitate to get in touch.
With kind regards,
Sheridan and team
Helpful people
12 de abril de 2024
Excellent service, both personal and online
A good swift telephone service followed up with prompt action and answers to any queries.
Also offer clear, concise and very useful information about non-mainstream financial products.
Good website and portal for online interactions
12 de abril de 2024
Respuesta de Wealth Club
That is a delight to hear, thank you very much for taking time to leave a review. If we can do anything else for you don't hesitate to call or email.
With best regards,
Sheridan & team
Very helpful person dealt with my…
Very helpful person dealt with my enquiry and provided all the necessary information.
12 de abril de 2024
Helpful consultants
12 de abril de 2024
Very informative & regular video…
Very informative & regular video interview for promotion
Helpful to check your status
12 de abril de 2024
Prompt efficient service .
Prompt efficient service .
Easy to invest on line .
Informative web site
9 de marzo de 2024
Most investment platforms are like…
Most investment platforms are like trying to see through muddy water ,with wealth club you can see exactly what your investing in
9 de marzo de 2024
Respuesta de Wealth Club
We very much appreciate your feedback! Thank you for taking the time to write a review.
Regards,
Sheridan & team
Very good range of products available
Very good range of products available. Provides access to professional markets with commission rebates. Good summaries of available investments including complex ones such as SEIS funds.
9 de marzo de 2024
Respuesta de Wealth Club
Thank you for taking time to write a review, it’s much appreciated.
Regards,
Sheridan & team
Good interaction and good information
9 de marzo de 2024
Very helpful answers on the phone
Very helpful answers on the phone. Went out of their way to help me understand quite detailed aspects of an investment, and apply for it via their website.
2 de febrero de 2024
Opinión espontánea
Good website, helpful staff
Good website. Also helpful staff available on the phone.
21 de enero de 2024
Expert and helpful advice and guidance
Expert and helpful advice and guidance. Suggestions for investment are provided with detailed background and clear indications of the risks involved. Support always available if needed.
Although investments are geared towards experienced investors, the support provided is nontheless essential and easily followed
21 de enero de 2024
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