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.
Prompt efficient service .
Prompt efficient service .
Easy to invest on line .
Informative web site
9. marts 2024
Most investment platforms are like…
Most investment platforms are like trying to see through muddy water ,with wealth club you can see exactly what your investing in
9. marts 2024
Besvarelse fra Wealth Club
We very much appreciate your feedback! Thank you for taking the time to write a review.
Regards,
Sheridan & team
Very good range of products available
Very good range of products available. Provides access to professional markets with commission rebates. Good summaries of available investments including complex ones such as SEIS funds.
9. marts 2024
Besvarelse fra Wealth Club
Thank you for taking time to write a review, it’s much appreciated.
Regards,
Sheridan & team
Good interaction and good information
9. marts 2024
Very helpful answers on the phone
Very helpful answers on the phone. Went out of their way to help me understand quite detailed aspects of an investment, and apply for it via their website.
2. februar 2024
Uopfordret anmeldelse
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
21. januar 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.
21. januar 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.
15. december 2023
Great "1 ring" phone service
Phone answered in 1 ring, efficient security check, then my question was answered straight away ... brilliant
15. december 2023
Besvarelse fra 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.
15. december 2023
Wealth Club - Excellent!
Excellent service. Professional and helpful staff with strong inter-personal skills.
15. december 2023
Besvarelse fra 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
15. december 2023
Excellent information and prompt service
15. december 2023
Excellent straight forward service
15. december 2023
Besvarelse fra 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.
20. oktober 2023
Besvarelse fra 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
Dette er Trustpilot
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