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
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Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
Wealth Club do all the hard work to…
Wealth Club do all the hard work to allow you to review the options and make a sound decision.
7. helmikuuta 2025
Vastaus yritykseltä Wealth Club
Thank you for your kind comments – we do appreciate you taking time to leave a review.
If we can help with anything please don’t hesitate to call or email,
With kind regards,
Sheridan & team
Easy to make investments
Easy to make investments - clear information about offers.
7. helmikuuta 2025
Website is clear and easy to use
Website is clear and easy to use. Once you have registered, it will auto-fill any forms for new investments, which saves a lot of time.
7. helmikuuta 2025
Vastaus yritykseltä Wealth Club
Thank you very much for the feedback, and we do appreciate you taking time to leave a review. If we can assist with anything further, please don’t hesitate to contact us.
With kind regards,
Sheridan and team
A valuable Service
I have been an ongoing user of their services. Always helpful and informative, the team provide expert knowledge and clarity with no "sell".
A steady stream of emails provide interesting opportunities without a feeling of being swamped.
20. joulukuuta 2024
Vastaus yritykseltä Wealth Club
Thank you very much for your feedback, we very much appreciate you taking time to write a review.
If we can do anything else to help please don’t hesitate to get in touch.
With thanks,
Sheridan and team
A thorough and efficient service.
20. joulukuuta 2024
Good service on a range of investments
An eclectic range of services which are done well.
Good service and value, for example commission rebates.
The range of investments, whilst aimed at a select audience, is a good spread.
24. lokakuuta 2024
New Investor Portal now fixed
I've previously been happy with their service but their new investor portal is awful - it just doesn't work. I notified them of the issue 3 weeks ago and was told they were working on it. I still cannot access my investment summary or send secure messages through the portal. I'm sorry to say this does not fill me with confidence in their service.
Update 26/11/2024. Portal now fixed. It took a while but it's all sorted. If you are looking to invest in more sophisticated vehicles like VCT, EIS, etc then this is the easiest way to do it. It's so much simpler to invest via Wealth Club than going direct to the investment providers themselves.
30. lokakuuta 2024
Vastaus yritykseltä Wealth Club
Dear Mr Rosenbloom,
Thank you for taking the time to write a review. As we discussed over email, the issue you highlighted with Portal access has been rectified. We are sorry this took longer than it should have. We do appreciate your feedback and hope we can continue to help you in the future,
With kind regards
Sheridan and team
Great VCT service
I am using Wealth Club to buy VCTs. Their service is very efficient and effective. They provide reminders for the VCTs I am interested in and I also have some of their fee returned to me. Great service
25. marraskuuta 2024
Vastaus yritykseltä Wealth Club
Dear Dr Triantis,
Thank you for taking the time to give feedback, your kind comments are much appreciated. If there is anything further we can help with, please don’t hesitate to get in touch.
With kind regards,
Sheridan and team
Very easy to apply
25. marraskuuta 2024
Very easy to deal with and complete…
Very easy to deal with and complete applications and you get the attraction of discounts etc.
25. marraskuuta 2024
Simple process
1. marraskuuta 2024
Good communication and explanation of…
Good communication and explanation of the product, but without being unduly pushy.
1. marraskuuta 2024
Web site a bit clunky and could offer…
Web site a bit clunky and could offer better valuations but on the whole good help line was excellent when my application crashed half way through.
21. syyskuuta 2024
The most useful financial information that I get
I have used WealthClub several times and the service is very good. Also I get daily email updates that are highly informative - probably the most useful financial information that I receive. Best information provider on VCTs.
21. syyskuuta 2024
Vastaus yritykseltä Wealth Club
Thank you very much for the positive feedback! We are grateful you took time to write a review. If we can help with anything further please don't hesitate to call or email.
With kind regards,
Sheridan & team
The process was simple
21. syyskuuta 2024
Everything quick and easy ....quick…
Everything quick and easy ....quick response on the phone.
21. syyskuuta 2024
Telephones answered promptly and staff…
Telephones answered promptly and staff always polite and helpful
21. syyskuuta 2024
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