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... Näytä lisää
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Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää
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Katso, mitä arvostelun kirjoittajat sanovat
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... Näytä lisää
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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... Näytä lisää
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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,... Näytä lisää
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Yrityksen tiedot
Tietoja yrityksestä Wealth Club
Yrityksen kirjoittama
The investment service for UK high net worth and experienced investors. Founded by Alex Davies in 2016, Wealth Club offers:
- Tax-efficient investments (VCTs, EIS and SEIS funds, AIM ISA IHT portfolios, forestry funds)
- Private Markets funds (private equity, credit and infrastructure)
- exclusive private company investments
- a managed portfolio service.
The Wealth Club website offers free guides, in-depth reviews, and video interviews.
Compelling investment opportunities for experienced investors
Yrityksen kirjoittama
- Venture Capital Trusts
- Invest in VCTs and receive enticing tax breaks while you help small, fledgling companies grow. Receive up to 20% income tax relief, 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. Capital at risk.
- Inheritance tax portfolios (AIM ISAs, forestry funds)
- If you’re happy to take investment risk, you could pass your wealth – including your ISA – on to your loved ones without the threat of 40% Inheritance Tax, while keeping ownership and control over the assets.
- Private Markets funds
- Invest in Private Equity, Private Credit and Private Infrastructure funds, including in a pension, with minimum investments starting around £10,000 – see www.wealthclub.co.uk for more detail.
- IMPORTANT
- Tax rules can change and benefits depend on circumstances. The investments Wealth Club offers are not suitable for everyone. They are high 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.
Yhteystiedot
20 Richmond Hill, BS8 1BA, Bristol, Yhdistynyt kuningaskunta
- www.wealthclub.co.uk
Free guide to Tax Efficient Investing
4,7
Erinomainen
529 arvostelua
Pyytää asiakkailta arvosteluja
Tämä yritys pyytää asiakkailtaan arvosteluja – olivat ne sitten hyviä tai huonoja
On vastannut 100 %: iin saamistaan huonoista arvosteluista
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Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
Always very courteous & prompt service
19. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you for taking the time to post your review. Delighted to be of help, as always. Ben & Team
Been dealing with Wealth Club for seven…
Been dealing with Wealth Club for seven years and always found the experience to be very reliable. Used them for VCT screening and investment and will continue to consider them for EIS and SEIS investments
1. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
It's been a pleasure to help you manage your investments over the last few years. Thank you for taking the time to leave a review and share your experience. Ben & Team.
Personable and efficient
The company have always been extremely accessible and helpful, with very personable staff, and now their online systems have matched this with increasing automation, accuracy and efficiency. This makes it stress free and straightforward to conduct business through them.
30. syyskuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you very much for your review. It's great to read. I'm pleased you have noticed the recent improvements in the online service. More coming soon! Ben & Team.
Good information for a variety of asset…
Good information for a variety of asset classes.
Efficient processing of any investments made.
15. syyskuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you for taking the time to write your review. If we can be of any further help in the future do please let us know. Ben & Team.
I have had dealings with Wealth Club…
I have had dealings with Wealth Club for a number of years and have received consistent care and regular information.
Excellent service second to none.
Get personal care from the staff when needed.
25. syyskuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you for taking the time to post a review and your continued business over the years. I'm really pleased you are happy with the service. Ben & Team.
Efficient service and good discounts
Very efficient service, good discounts on initial costs compared with buying direct and a nice annual rebate
22. syyskuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you for your review. We want to give investors every reason to choose Wealth Club - through providing great service and market leading savings. I'm pleased we seem to have hit the mark here. Ben & Team
Very efficient and informative company…
Very efficient and informative company on a wide range of investment opportunities for high worth individuals
29. syyskuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you for your review. This is precisely what we are aiming for. Great to read. Please don't hesitate to let us know if we can be of any more help in future. Ben & Team.
Personal help to meet individual client needs
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 entities.
28. syyskuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you so much for taking the time to leave a review. It was really nice to read. We pride ourselves on providing a 'good, old-fashioned' approach to service - which starts with making sure you can get straight through to someone who knows what they are talking about, without having to do battle with automated menus and recorded messages. I'm pleased we've hit the mark. Thank you again. Ben & Team.
Vastaus yritykseltä Wealth Club
Glad we could help! Many thanks for taking time to leave a review, hope we can help further in future.
Vastaus yritykseltä Wealth Club
Thank you very much for taking the time to leave a review. I'm really pleased we were able to help. We fully appreciate things can change and pride ourselves on being flexible, to support you when they do. Ben & Team.
In all my dealings and telephone calls
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 could tell you other financial institutions who just want to take your finance and forget it is our money not theirs. I have dealt with different people and found everybody just as courteous. Let’s hope this continues because it’s a pleasure to deal with you as a company.
4. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
It’s a delight to hear your feedback and thank you very much for taking time to write a review. If there’s ever anything we can do for you please don’t hesitate to call or email.
With many thanks,
Ben and team
I have been in contact with Wealth Club…
I have been in contact with Wealth Club for the past three years, and they have consistently been extremely helpful, responsive and transparent when explaining the products and services they offer. Their guidance has been invaluable in helping me understand different strategies for optimising my tax position and growing my investments.
I recently had two conversations with Ben Tivadar regarding Enterprise Investment Schemes, private equity, and Wealth Club’s various SIPP offerings. He was incredibly thorough in explaining each product in detail, highly professional and a genuine pleasure to speak with. Thank you, Ben.
I would strongly recommend Wealth Club to high net worth individuals and sophisticated investors who are looking to make the most of the generous tax advantages available in the United Kingdom, while gaining access to a broader range of tools for growing, diversifying and preserving their wealth.
29. heinäkuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you so much for leaving your review. It was lovely to read. It was really nice talking with you and I'm delighted we've been able to help. We look forward to assisting wherever we can in the future. Ben & Team.
Excellent friendly fast service as ever
Excellent friendly fast service as ever
21. heinäkuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you very much for taking the time to leave a review. I'm really pleased we are continuing to serve you well. Ben & Team.
Excellent knowledgeable group
Excellent knowledgeable group. Great products, fabulous free magazine.
27. kesäkuuta 2025
Vastaus yritykseltä Wealth Club
Thank you for taking the time to leave a review. It's great to hear you are so happy with things. Please don't hesitate to get in touch if we can ever help. Ben & team.
Vastaus yritykseltä Wealth Club
Thank you for taking the time to leave your review. I'm really pleased you've found things easy. Please don't hesitate to get in touch if we can be of any more help in the future. Ben & team.
Vastaus yritykseltä Wealth Club
Very pleased to hear that you value the service. Thank you for taking the time to leave a review. Please don’t hesitate to get in touch if we can be of help in future.
Many thanks
Ben & Team
Helpful sales staff and excellent…
Helpful sales staff and excellent offers for new shares
8. kesäkuuta 2026
Vastaus yritykseltä Wealth Club
Thank you for taking the time to leave a review and for your kind words. I’ve shared your comments with the team, who are ready to help if you ever need us.
Many thanks
Ben & Team
Excellent service levels and simple portal
I checked out a few alternatives before deciding on Wealth Club. Their phone support is excellent and response times to email queries are good too. The portal is simple and ensures all the documentation sits in one place.
27. maaliskuuta 2026
Vastaus yritykseltä Wealth Club
Thank you for leaving a review, this is really good to hear. We appreciate your kind words, and if there is more we can do for you in future please don’t hesitate to call or email.
With thanks,
Tom & team
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