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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See what reviewers are saying
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
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
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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Professional and prompt
20 April 2023
Easy and friendly help to invest
20 April 2023
Very simple and straightforward for my…
Very simple and straightforward for my investment requirements.
26 March 2023
Easy process with good cashback
26 March 2023
Excellent customer service by the team…
Excellent customer service by the team at Wealth Club.
26 March 2023
So simple to buy VCTs
20 February 2023
The service provided
18 March 2023
***********
3 March 2023
Very good Customer Service
Very good Customer Service
A good range of products relevant to my requirements
26 February 2023
Satisfactory…
Once having proven oneself a high net worth individual, purchasing further investment is reasonably straightforward. In my experience most VCTs continue to pay competitive dividends, so it looks like the due diligence is efficient.
25 February 2023
Always very helpful whenever I have had…
Always very helpful whenever I have had called or had a query.
26 February 2023
Overall quality of information about…
Overall quality of information about investment offerings, IT, and customer service has been exemplary in my experience
1 March 2023
Reply from Wealth Club
Thank you very much for the kind words! We do appreciate you taking time to leave a review.
With many thanks,
Sheridan & team
Very helpful team
Very helpful team - phone answered quickly and great service for investment
1 March 2023
Efficient online service
19 February 2023
Simple to use
Simple to use, attractive discounts and 'at a glance' portfolio management
19 February 2023
Straightforward and clear information…
Straightforward and clear information on VCTs available to invest in. However, the information provided once a commitment to invest is made is scant. The summary dashboard of investments excludes details of those waiting to be issued. Once issued, information on unit values at purchase and at current time, amount invested and when, fees etc are not provided.
19 February 2023
Reply from Wealth Club
Thank you for taking the time to leave us a review. I’m pleased to hear you found the information useful. I’m sorry your portal doesn’t show the information you’d expect. That said, it should display pending investments and also details of unit values, amounts invest and investment date – amongst other details. If you have a moment please call us and we can check why this isn’t the case for you. Our number is 0117 929 0511.
With kind regards,
Sheridan Leech
A very useful service
Wealth Club has proved a very simple and cost-effective way to invest in VCTs. Forms are straightforward, avoiding the need for paperwork, and rebates help to reduce purchase costs. UK-based staff are available to sort out any issues and are pro-active in doing so.
19 February 2023
Reply from Wealth Club
Thank you for taking the time to write this feedback, it is much appreciated here. As always if there’s anything we can help you with, please don’t hesitate to get in touch.
With kind regards,
Sheridan & team
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