Help given in a personal way to meet the needs of individual clients. There are no automatic 'press this or that' queues before reaching someone. I wish it was so simple at other financial entitie... See more
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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
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
Company replied
Company details
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
4.7
Excellent
522 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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See how their reviews and ratings are sourced, scored, and moderated.
The range of investments offered are…
The range of investments offered are always appropriate
27 June 2025
Cost effective access to a wider range of funds
Wealth Club offer cost effective access (after allowing for discounts and rebates) to a wide range of funds offered to high net worth and elective professional clients. Also I find some of the communications they send around pretty useful.
27 June 2025
They remain within the parameter agreed.
They remain within the parameter set, and keep me informed on the investment opportunities.
27 June 2025
Prompt service
Prompt service, reasonable rebates and good content in news and analytical support,
27 June 2025
Dead simple to use.
27 June 2025
Great
Wealth club service is really great. Not only in terms of their offerings, clarity and detail kn website, but most importantly the customer service and communications.
Find them very useful and someone is always there to help when needed.
27 June 2025
Reply from Wealth Club
Delighted to hear it – thank you very much for taking the time to write these kind words. If we can do more for you in future please don’t hesitate to get in touch.
With kind regards,
Tom & team
Good process
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 VCTs have performed poorly and the heavily marketed Octopus Titan performance has been dire yet it still maintains the W kite mark.
10 April 2025
Unprompted review
Reply from Wealth Club
Thank you for your feedback and for taking time to write a review. We’re delighted to hear you’re pleased with our service overall.
Our Featured offers (those marked with a ‘W’) are to help experienced investors make their own considered investment decisions – they are not personal recommendations. Whilst we don’t give advice, we’re always happy to discuss VCT options and help with any information needed to form your own view.
We select Featured offers by scoring investments on a variety of factors – quality of the manager, their strategy and whether they stick to it, portfolio, performance and dividend track record are among these factors (more on how we choose at https://www.wealthclub.co.uk/why-invest-through-us/featured-offers/). Unfortunately, none of these factors can guarantee future performance. We share your disappointment with the performance of Titan and the AIM sector, both of which have undergone a challenging period.
We do appreciate your feedback and hope we can continue to help you in the future. If there’s anything else we can do for you, please don’t hesitate to get in touch.
With kind regards,
Sheridan & team
Invested for the first time recently…
Invested for the first time recently and their team was a great help. The information on the website was useful and the process smooth.
31 January 2025
Unprompted review
Reply from Wealth Club
Delighted to hear it, thank you for the kind words. If we can help with anything in future please don't hesitate to get in touch.
They answer the phone and speak to you…
They answer the phone and speak to you professionally, every time.
17 February 2025
Reply from Wealth Club
Thank you very much for this encouraging comment, we do appreciate you taking the time to leave a review.
Issues resolved.
Sold some older VCT shares with your broker and that was a problem...now resolved.
Spoke with Wealth Club after my review they have now explained the purchase progress. Also they would take onboard on previous comments.
7 February 2025
Reply from Wealth Club
Dear Mr Sutherland,
We appreciate all feedback so thank you for taking time to leave a review. We have since spoken to you and we are very pleased to hear the situation that prompted the review was not an issue after all. Thank you for taking the time to speak with us and give us the chance to clarify the matter.
If we can be of further assistance please let us know, and we hope you will be able to feed back on your overall experience in due course.
With thanks,
Sheridan & team
You were helpful and easy to talk to
7 February 2025
Wealth Club do all the hard work to…
Wealth Club do all the hard work to allow you to review the options and make a sound decision.
7 February 2025
Reply from Wealth Club
Thank you for your kind comments – we do appreciate you taking time to leave a review.
If we can help with anything please don’t hesitate to call or email,
With kind regards,
Sheridan & team
Website is clear and easy to use
Website is clear and easy to use. Once you have registered, it will auto-fill any forms for new investments, which saves a lot of time.
7 February 2025
Reply from Wealth Club
Thank you very much for the feedback, and we do appreciate you taking time to leave a review. If we can assist with anything further, please don’t hesitate to contact us.
With kind regards,
Sheridan and team
A valuable Service
I have been an ongoing user of their services. Always helpful and informative, the team provide expert knowledge and clarity with no "sell".
A steady stream of emails provide interesting opportunities without a feeling of being swamped.
20 December 2024
Reply from Wealth Club
Thank you very much for your feedback, we very much appreciate you taking time to write a review.
If we can do anything else to help please don’t hesitate to get in touch.
With thanks,
Sheridan and team
A thorough and efficient service.
20 December 2024
Good service on a range of investments
An eclectic range of services which are done well.
Good service and value, for example commission rebates.
The range of investments, whilst aimed at a select audience, is a good spread.
24 October 2024
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