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
Yritys on vastannut
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
Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää
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
Vastaa yleensä 24 tunnin sisällä
Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
I invest in VCT's every year
I invest in VCT's every year, about £7000. Unlike Hargreaves Lansdown, wealth club welcomes investments of this amount.
Hargreaves Lansdown has a minimum investment of £10000, even though many VCT offerings require investment levels below this
20. lokakuuta 2025
Vastaus yritykseltä Wealth Club
Thank you Mr Spencer for taking time to write a review. Venture Capital Trusts are popular with our clients and we will always aim to serve investors like yourselves better than mainstream investment platforms – we are glad you have appreciated the difference. Thanks again for your kind words, and if we can help with anything else please don't hesitate to get in touch.
With kind regards
Sheridan & team
Proactive and professional service
I’ve invested with them twice now and on both occasions their help desk staff have been proactive in sorting out issues and knowledgeable about the investments and the processes.
30. syyskuuta 2025
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
This is good to hear, and thank you for taking the time to write a review.
If we can do anything else to assist, please don't hesitate to get in touch.
Kind regards,
Sheridan & team
my aim isa is losing 10% each year
my aim isa is losing 10% each year, better to keep it in cash or gold
19. lokakuuta 2025
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Dear Robert,
Sorry to hear your AIM ISA’s performance has been disappointing.
It is difficult for us to comment without any information on your investment.
That said, we can provide some context, which applies pretty much to all AIM investments in the last few years.
As you know, the whole AIM market has declined significantly after the peak of September 2021. This was due to a combination of factors, including higher interest rates, a sluggish economy and poor investor sentiment. The reduction to inheritance tax breaks for AIM investors announced at last year’s Budget compounded the issue.
This has had a widespread impact on investment portfolios with significant exposure to AIM, such as your AIM ISA, irrespective of manager or investment style.
To clarify – Wealth Club is not an AIM ISA fund manager. We provide information on AIM ISA portfolios managed by established providers to help investors make their own decisions – and we always make it clear AIM is higher risk and more volatile than the main stock market.
If you want to discuss your specific situation or the performance of your portfolio, please contact us on 0117 929 0511 or email enquiries@wealthclub.co.uk.
With kind regards,
Sheridan
I am always impressed with the level of…
I am always impressed with the level of service, knowledge and professionalism. Nothing is ever too much bother and there is always a speedy resolution to any query. Special thanks to Harry that quickly resolved my tax certificate question today.
11. syyskuuta 2025
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
Thank you very much for your kind comments and for taking time to write a review.
We’re delighted that you’re happy with our service and if we can do anything else for you, please don’t hesitate to get in touch.
With kind regards,
Sheridan and team
Early days for me
Early days for me but all my interactions so farwith Wealth Club have been good.
1. elokuuta 2025
The responsiveness of the team in a…
The responsiveness of the team in a personal manner is impressive . However , the level of data available is of a high and digestible quality . The platform is excellent and onboarding help is timely .Its an impressive set up armed with smart people and good tech .
27. kesäkuuta 2025
Vastaus yritykseltä Wealth Club
Thank you Mr Whitmarsh for your kind words. We do appreciate you taking time to write a review. I hope we can continue to help in the future, and if you need anything please don’t hesitate to get in touch.
With kind regards,
Tom Dimonaco
Head of Client Service
The range of investments offered are…
The range of investments offered are always appropriate
27. kesäkuuta 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. kesäkuuta 2025
They remain within the parameter agreed.
They remain within the parameter set, and keep me informed on the investment opportunities.
27. kesäkuuta 2025
Prompt service
Prompt service, reasonable rebates and good content in news and analytical support,
27. kesäkuuta 2025
Dead simple to use.
27. kesäkuuta 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. kesäkuuta 2025
Vastaus yritykseltä 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. huhtikuuta 2025
Oma-aloitteinen arvostelu
Vastaus yritykseltä 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. tammikuuta 2025
Oma-aloitteinen arvostelu
Vastaus yritykseltä 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. helmikuuta 2025
Vastaus yritykseltä 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. helmikuuta 2025
Vastaus yritykseltä 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. helmikuuta 2025
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