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
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.
Everything good to date.
27. maaliskuuta 2026
Clear review of all financial services…
Clear review of all financial services and company reports
27. maaliskuuta 2026
Wealth Club the best.
Excellent, speedy and friendly service with a positive attitude towards helping all the way to post investment. What a delight to have service where nothing is an issue.
Clementine was par excellence and went the extra mile - thank you to her and her team.
MP
1. huhtikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Very good to hear about the “extra mile” and thank you for writing a review, it’s much appreciated by all of us here – glad we could help. Any time you need our assistance please don’t hesitate to call or email.
With thanks,
Clem and team
The information and person to person…First time VCT investor.
The information and person to person service, both by email and phone, was second to none. I hope to invest again when the opportunity arises..
5. helmikuuta 2026
Vastaus yritykseltä Wealth Club
It has been a pleasure to assist you, over time as we’ve discussed things and then lately as you’ve become an investor. Thank you for taking the time to leave a review, we appreciate the kind words. If you need anything more don’t hesitate to call or email.
With kind regards,
Tom and team
A 94 year old investor!
I used their service to make very small final VCT in March. I was treated curteously and effectively.
I only wish I had used their services a decade earlier.
Full marks!
Chris Roberts, Rutland
27. maaliskuuta 2026
Vastaus yritykseltä Wealth Club
We’re delighted to have you as an investor, and hope we can continue to help you over the years. Thank you for taking the time to write such kind words.
With thanks,
Tom and team
Makes a complex task simple
Very useful educational materials on web site. The process for buying VCTs was relatively straightforward and all able to be completed on line, including funds transfers.
27. maaliskuuta 2026
Vastaus yritykseltä Wealth Club
We do appreciate you taking time to leave a review, I’m glad using our online service has worked well for you – thank you for the kind words.
With thanks,
Tom and team
As a new investor through Wealth Club I…
As a new investor through Wealth Club I have had nothing but help, courtesy and efficiency in the two investments that I have made so far. It is a pleasure to be dealing with an organisation where I can speak to an individual, in this case Tom Dimonaco, rather than go through a chat box, or answer a series of questions to an AI robot that don't fit. I highly recommend them.
27. maaliskuuta 2026
Vastaus yritykseltä Wealth Club
It is a pleasure to deal with you and thank you for taking time to write these kind words. If there’s anything else we can help with please don’t hesitate to call or email.
With many thanks,
Tom and team
Certificate never arrived
I had some issues with not receiving a share certificate on a new VCT I had invested in , not surprising given the state of the postal service at present . Wealth club were very supportive and helpful in dealing with getting a replacement certificate.
15. tammikuuta 2026
Vastaus yritykseltä Wealth Club
Thank you for taking time to write a review and I am glad we could help to sort this out. Should you need anything else please don’t hesitate to get in touch.
With thanks,
Tom and team
Serious risk of losing money
Whilst the site and staff appear helpful and informative the results of my investments have been awful.
Take very seriously their warning about being prepared to lose all your money!
Whilst I accept EIS investments carry high risk I wish I had never got involved with Wealth Club, it would have saved me a lot of money.
The results of 4 EIS investments are £30k to 0, £10k to 0, £20k to currently £17k and £20k to currently £13k.
Be warned
16. maaliskuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Dear Mr Farrow
Thank you for your message – and we are sorry to hear about the disappointing performance of some of your investments in young companies under EIS.
Unfortunately, whilst there are plenty of examples of successful EIS investments, the risk of failure for young companies is significant and very concrete, particularly when investing in individual companies rather than a fund. We do mean the warnings we make sure to include in all our communications.
That said, the high risks are part of the reasons the government offers valuable tax reliefs to investors: to encourage investment and help mitigate those risks.
As an important note, under EIS it is possible to offset losses against income tax (this is called “EIS loss relief”), which should help reduce the impact of the losses – please contact us if you need any information on this.
Please let us know if you would like to discuss this in more detail.
Kind regards,
Tom Dimonaco
Head of Client Services
Avoid believing their advice
Invested £10k using Deepbridge based on Wealth Club advice. Now worth £3k and highly sceptical about any return at all. Avoid.
16. helmikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Dear Mr Dennis,
Thank you for your message – and we are sorry to hear about the disappointing performance of your Deepbridge EIS investment.
As you will know, EIS funds invest in early-stage private companies, which unfortunately can and do fail. This is one of the reasons the government offers valuable tax reliefs to investors: to encourage investment and help mitigate those risks.
As an important note, under EIS it is possible to offset losses against income tax (this is called “EIS loss relief”), which should help reduce the impact of the losses – please contact us if you need any information on this.
To clarify, your investment is managed by Deepbridge Capital, an EIS asset manager. Wealth Club acts purely as a broker: we provide information on EIS investments and facilitate the application process, but we do not manage EIS investments ourselves – nor do we provide personal financial advice.
Please let us know if you would like to discuss this in more detail,
Kind regards
Tom Dimonaco
Head of Client Services
Vastaus yritykseltä Wealth Club
Thanks for leaving a review, very much appreciated. If we can do anything further for you please don’t hesitate to get in touch.
Kind regards,
Tom & the team
Well informed and helpful staff
5. joulukuuta 2025
straightforward process for purchasing…
straightforward process for purchasing VCT
good communication
5. joulukuuta 2025
Vastaus yritykseltä Wealth Club
Good to hear it and thank you for leaving a review, your kind words are much appreciated.
Tom & team
That it offers products directed at HNWI and what that means, more explicitly
Ease of application
5. joulukuuta 2025
Excellent telephone support
The Wealth Club telephone service has been very prompt and helpful in overcoming the difficulties encountered by myself, as a member of the generation less proficient in online services.
5. joulukuuta 2025
Vastaus yritykseltä Wealth Club
Thank you for taking time to leave a review, and for your kind comments. I am glad we could help, and please don't hesitate to get in touch when you need anything else.
With kind regards,
Tom and team
They have always enabled me to invest…
They have always enabled me to invest using old-fashioned methods( paper applications) because I am unable to master the technology and , moreover, they do it without question or making me feel inadequate.
5. joulukuuta 2025
Vastaus yritykseltä Wealth Club
Thank you for these kind words, we are glad to help and thank you for your business.
Wealth Club excellent investment portal
Wealth Club is a great source of information for VCT, EIS, SEIS investments in an easy to access form.
Also, there are some great benefits of investing via Wealth Club.
5. joulukuuta 2025
Vastaus yritykseltä Wealth Club
Thank you for taking time to leave this review – appreciate your kind words. If there is anything further you need please don’t hesitate to get in touch.
Tom & the team
Wealth Club
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