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... Se mere
Virksomheden har svaret
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
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... Se mere
Virksomheden har svaret
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... Se mere
Virksomheden har svaret
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,... Se mere
Virksomheden har svaret
Virksomhedsoplysninger
Om Wealth Club
Skrevet af virksomheden
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
Skrevet af virksomheden
- 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.
Kontaktoplysninger
20 Richmond Hill, BS8 1BA, Bristol, Storbritannien
- www.wealthclub.co.uk
Free guide to Tax Efficient Investing
4,7
Fremragende
529 anmeldelser
Bed kunder om at skrive en anmeldelse
Denne virksomhed inviterer sine kunder til at skrive en anmeldelse, uanset om den er positiv eller negativ
Har besvaret 100 % af deres negative anmeldelser
Svarer typisk inden for 24 timer
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
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. februar 2025
Besvarelse fra 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
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. februar 2025
Besvarelse fra 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. december 2024
Besvarelse fra 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. december 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. oktober 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. oktober 2024
Besvarelse fra 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. november 2024
Besvarelse fra 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. november 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. november 2024
Simple process
1. november 2024
Good communication and explanation of…
Good communication and explanation of the product, but without being unduly pushy.
1. november 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. september 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. september 2024
Besvarelse fra 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. september 2024
Everything quick and easy ....quick…
Everything quick and easy ....quick response on the phone.
21. september 2024
Telephones answered promptly and staff…
Telephones answered promptly and staff always polite and helpful
21. september 2024
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.
Læs om anmeldelsesprocessen på Trustpilot.
Hér finder du 8 tips til at skrive anmeldelser.
Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.
Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.