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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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
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Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
Having invested in VCT's for many years…
Having invested in VCT's for many years previously through Hargreaves Lansdown and Bestinvest, I can confirm, without any reservation, that Wealth club provides a superior service.
Their excellent, indeed unparalleled, appraisals/reviews of the many VCT's on offer are invaluable in deciding into which VCT to invest.
3. marraskuuta 2022
Vastaus yritykseltä Wealth Club
It is a delight to hear feedback like this, thank you very much for taking the time to write a review. If we can do anything further for you please don’t hesitate to get in touch.
With thanks,
Sheridan and team
very efficient in dealing with new…
very efficient in dealing with new applications and keeping you advised of progress. Also very helpful when telephoning them for information etc
27. tammikuuta 2023
Always excellent service!
9. tammikuuta 2023
Comprehensive information available
Comprehensive information available, with clear links to the underlying funds. Pricing also very clear.
11. tammikuuta 2023
Investment into a VCT
I Invested into a VCT through the Wealth club and found the online service very easy to use, knowing that there was good support on the end of the telephone if needed. It is a very efficient company.
5. tammikuuta 2023
Vastaus yritykseltä Wealth Club
Thank you very much for the kind words and for taking time to write a review. If we can do anything else for you don't hesitate to call. Regards, Sheridan & team
Good communication and investment news
Good communication and investment news. Helpful staff. Delivers what it promises.
1. tammikuuta 2023
Extremely professional and…
Extremely professional and knowledgeable service. Great client services together with prompt replies and responses.
9. tammikuuta 2023
Helpful Analysis of VCTs
Analysis of VCTs on comparative statistics, discount on investment, easy process to invest
8. tammikuuta 2023
Very professional service
Very professional service. Strong range of products and objective information.
5. tammikuuta 2023
Phone answered quickly and those on the…
Phone answered quickly and those on the other side knew their stuff. Polite and efficient. Application proces and site layout very good.
15. joulukuuta 2022
Informative and practical
Very I informative on investments and tax saving ideas. VCT’s and SEIS are available at lower fees than other brokerage firms.
16. joulukuuta 2022
Independent and honest
Wealth Club gives an honest independent view on a range of potential investment not covered by other advisors or intermediaries such as EIS's and VCT's
13. joulukuuta 2022
Vastaus yritykseltä Wealth Club
Thank you very much Mr Wright for the kind words, it’s much appreciated you taking the time to write a review.
If we can do anything more for you please don’t hesitate to get in touch.
Kind regards,
Sheridan
Its very easy to use the platform and…
Its very easy to use the platform and the staff are vert helpful.
23. joulukuuta 2022
Good service
Has helped speed up investment process for tax efficient investments. Client telephone assistance has always been great when sorting out issues with application forms/bank transfers
14. joulukuuta 2022
Easy to deal with and good efficient…
Easy to deal with and good efficient web site.
12. joulukuuta 2022
Smooth and efficient transaction
19. joulukuuta 2022
Improvement in responses to questions .
Like the quick responses to questions .
Disappointed that follow up on queries not quick.
3. tammikuuta 2023
Vastaus yritykseltä Wealth Club
Dear Peter
Thank you for taking the time to write a review.
I’ve had a look into this for you. We are waiting on a third party for follow-up but I am sorry for the delay. I understand we were able to confirm before Christmas that everything was in good order.
We have chased the third party again and trust you’ll hear shortly.
I hope everything else is satisfactory, and if you need help with any other matter please don’t hesitate to get in touch.
With kind regards,
Sheridan
Pro active and responsive service
Pro active and responsive service. Easy to execute transactions via the web site and app.
1. joulukuuta 2022
Always very efficient and professional.
1. joulukuuta 2022
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