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... See more
Company replied
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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... See more
Company replied
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,... See more
Company replied
I cannot imagine there could be a better place to find out about tax efficient investments. I began with a small VCT investment some years back and am so pleased with the result that I did another rec... See more
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Company details
Written by the company
UK’s largest investment service for high net worth and experienced investors. Founded by Alex Davies and serving UK investors since 2016, Wealth Club offers tax-efficient investments (VCTs, EIS and SEIS, IHT portfolios, forestry funds); exclusive private company investments; private markets funds; and a discretionary share portfolio. The website offers free guides, in-depth reviews, and video interviews.
Compelling investment opportunities for experienced investors
Written by the company
- Venture Capital Trusts
- Invest in VCTs and help small, fledgling companies grow. Receive enticing tax breaks: up to 30% tax relief against your income tax bill, 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.
- Inheritance tax portfolios and AIM ISAs
- If you’re happy to take significant investment risk, you could pass your wealth – including your ISA – on to your loved ones without the threat of 40% in Inheritance Tax, while keeping control over the assets.
- Private Markets & Real Assets
- Private equity funds, forestry funds, and other investment opportunities for high net worth and sophisticated investors – see www.wealthclub.co.uk for more detail.
- IMPORTANT
- Tax rules can change and benefits depend on circumstances. The investments on our website are not suitable for everyone. They are higher 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.
Contact info
20 Richmond Hill, BS8 1BA, Bristol, United Kingdom
- www.wealthclub.co.uk
Free guide to Tax Efficient Investing
4.6
Excellent
521 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 24 hours
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Expert and helpful advice and guidance
Expert and helpful advice and guidance. Suggestions for investment are provided with detailed background and clear indications of the risks involved. Support always available if needed.
Although investments are geared towards experienced investors, the support provided is nontheless essential and easily followed
January 21, 2024
Very pleased - have used Wealth Club more than once
Easy to use and contact if required. My phone query was answered within seconds. Clear and informative website. Have used on several occasions.
January 21, 2024
Wealth Club Review
Available for clients to save both tax and invest in beneficial industries and services.
Number of wide and different choices of potential services to invest in while potential saving income and inheritance tax liability.
December 15, 2023
Great "1 ring" phone service
Phone answered in 1 ring, efficient security check, then my question was answered straight away ... brilliant
December 15, 2023
Reply from Wealth Club
That’s what we aim for! Thank you very much for taking time to leave a review, hope we can continue to help you in future.
Regards,
Sheridan & team
Great simple approach to providing…
Great simple approach to providing information and access to tax efficient investments. I have 2 seis and 4 vct investments with them. I am a small scale investor who is paying too much additional rate tax and looking for a way to invest smart.
4 not 5 stars because their dashboard is not very accurate. It doesn’t provide details of all vct dividends.
December 15, 2023
Wealth Club - Excellent!
Excellent service. Professional and helpful staff with strong inter-personal skills.
December 15, 2023
Reply from Wealth Club
Thank you Sir Christopher for taking the time to leave your feedback. It is much appreciated. If we can do more for you please don’t hesitate to get in touch.
All the best,
Sheridan & team
Obtaining a discount on an IHT product…
Obtaining a discount on an IHT product was very useful
December 15, 2023
Excellent information and prompt service
December 15, 2023
Excellent straight forward service
December 15, 2023
Reply from Wealth Club
Excellent straightforward review!
Thank you Mr Sellers. Appreciate you taking the time to rate us.
If there is anything more we can do, please don’t hesitate to get in touch.
Regards,
Sheridan & team
OK but not perfect.
The on-line application facility and the opportunity to get a little something back are all plus points.
I feel there is a lack of detail about holdings and the commission earned lacks clarity.
October 20, 2023
Reply from Wealth Club
Thank you for taking the time to leave us a review. We do appreciate your positive feedback.
Before investing, when you click on a current investment offer on our website, you can find details of the charges and savings (included the commission due) in the section “Charges and Savings”. After investment, if you log into your Wealth Club portal you will be able to see the commission received. If you’d like help finding these features, or if we can help in any other way, please let us know.
With thanks,
Sheridan and team
Top quality service
Top quality service with very knowledgeable and high quality staff who are ever willing to help.
October 2, 2023
Reply from Wealth Club
Very much appreciated, thank you for taking the time to leave a review!
With thanks,
Sheridan and team
Excellent service
As an aged challenged gentleman the reasons I continue to invest with the Wealth club because you have a an increasing range of investment opportunities. Your personal service and the friendly helpful and very capable communication I have with Tom Dimonaco
August 1, 2023
Unprompted review
Reply from Wealth Club
Dear Mr Beecroft, thank you for your feedback. We are glad things are going well and we do appreciate your kind words. If there is anything else we can help with don’t hesitate to contact us.
Much appreciated,
Sheridan & team
An excellent company
An excellent company! Wealth Club has a really good website. It issues sound advice. Online applications and payments are easy to do. Communications are excellent. Calls and emails are returned promptly.
September 22, 2023
Reply from Wealth Club
Thank you for taking the time to write this review Mr Cutts, we appreciate the kind words. If there is anything else you need help with please don’t hesitate to get in touch.
With thanks,
Sheridan & team
Good selection & good service
September 22, 2023
The service you provide is excellent…
The service you provide is excellent but I do like to have a paper copy of any application I make for a fund investment
August 31, 2023
Personable and efficient
August 31, 2023
Early days but interactions have been…
Early days but interactions have been simple and straightforward. Looking forward to dealing more in the future.
July 20, 2023
Good support
June 29, 2023
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