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
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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
Yritys on vastannut
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
Yritys on vastannut
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
Yritys on vastannut
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.
Vastaus yritykseltä Wealth Club
Thank you for taking time to leave a positive review. If we can help with anything further please don't hesitate to get in touch.
Kind regards,
Sheridan and team
Useful step by step guidance on…
Useful step by step guidance on Investment products to evaluate and research with a straight forward investment process. knowledgeable and UK based customer relations and assistance when needed.
A cost-effective way to invest in a range of tax efficient products with rebates that help to reduce normal charges. Very satisfied.
30. elokuuta 2024
Vastaus yritykseltä Wealth Club
Thank you Mr Arnold, it’s a pleasure to read this review and thank you for taking the time to write it. If we can help with anything further please don’t hesitate to ask.
With kind regards,
Sheridan and team
Excellent way to access investments not easily available elsewhere
I’ve been a customer of the Wealth Club since 2020 and have purchased several different products with them. Always helpful and easy to get hold of on the phone. Excellent way to access investments not easily available elsewhere.
Online portal is very useful, but their big advantage is the staff who are knowledgeable and a pleasure to deal with. The discounts and rebates they offer are the icing on the cake.
9. elokuuta 2024
Vastaus yritykseltä Wealth Club
Wonderful to hear it, and thank you very much for taking time to leave a review!
If there's anything we can do for you please don't hesitate to get in touch.
With thanks,
Sheridan and team
Helpful and knowledgeable
Helpful and knowledgeable - recommended. Bella was excellent and answered all my questions quickly and efficiently.
26. heinäkuuta 2024
Vastaus yritykseltä Wealth Club
Thank you for the feedback, and for taking time to leave a review – it's much appreciated. If we can help you with anything else please don't hesitate to get in touch.
With thanks,
Sheridan and team
Specialised investment opportunites
Wealth Club provide ready information about a variety of specialised investment opportunities.
14. kesäkuuta 2024
Transfer of existing ISA to AIM ISAs
My transfer of existing ISA to four different AIM ISA's under the Wealth Club umbrella was dealt with very efficiently, and several prior queries were answered promptly
14. kesäkuuta 2024
Vastaus yritykseltä Wealth Club
We are delighted to hear it – thank you Mr Buckingham for your kind words, and for taking the time to leave a review.
With thanks,
Sheridan and team
They keep in contact with relevant…
They keep in contact with relevant information. Straightforward non advisory service.
19. toukokuuta 2024
Bit too early to give credit worthy…
Bit too early to give credit worthy feed back, but will be happy to give feed back after 3-6 months.
Opening account and topping up was without any hick up. Platform is good and easy to use/read
19. toukokuuta 2024
Vastaus yritykseltä Wealth Club
Thanks for reviewing, we will follow up in a few months and find out if you are fully satisfied with our service. If there is anything more we can help you with, please don’t hesitate to get in touch.
With kind regards,
Sheridan & team
Attentive
Attentive. Efficient. Fairly priced. I was disappointed in the size of the Select fund but early days. It's worth a lot that can always make contact immediately. Good information on VCTs. Good with specialist funds such as forest information. I hope the company thrives.
19. toukokuuta 2024
Vastaus yritykseltä Wealth Club
Many thanks for this review Mr Goodman, appreciate the feedback and thank you for the good wishes.
With kind regards,
Sheridan and team
Really simple application forms and…
Really simple application forms and wide range of options
19. toukokuuta 2024
Easy too use and good communication.
12. huhtikuuta 2024
Very easy and efficient
12. huhtikuuta 2024
First Class
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, they gave me their time. At no point did I feel rushed. First class.
15. huhtikuuta 2024
Oma-aloitteinen arvostelu
Vastaus yritykseltä Wealth Club
A first-class review – thank you for taking the time to write it! Your feedback is much appreciated here. If there’s anything more we can do for you, please don’t hesitate to get in touch.
With kind regards,
Sheridan and team
Helpful people
12. huhtikuuta 2024
Excellent service, both personal and online
A good swift telephone service followed up with prompt action and answers to any queries.
Also offer clear, concise and very useful information about non-mainstream financial products.
Good website and portal for online interactions
12. huhtikuuta 2024
Vastaus yritykseltä Wealth Club
That is a delight to hear, thank you very much for taking time to leave a review. If we can do anything else for you don't hesitate to call or email.
With best regards,
Sheridan & team
Very helpful person dealt with my…
Very helpful person dealt with my enquiry and provided all the necessary information.
12. huhtikuuta 2024
Helpful consultants
12. huhtikuuta 2024
Very informative & regular video…
Very informative & regular video interview for promotion
Helpful to check your status
12. huhtikuuta 2024
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