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.
Top quality service
Top quality service with very knowledgeable and high quality staff who are ever willing to help.
2. oktober 2023
Besvarelse fra 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
1. august 2023
Uopfordret anmeldelse
Besvarelse fra 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.
22. september 2023
Besvarelse fra 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
22. september 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
31. august 2023
Personable and efficient
31. august 2023
Early days but interactions have been…
Early days but interactions have been simple and straightforward. Looking forward to dealing more in the future.
20. juli 2023
Good support
29. juni 2023
Market leading expertise and service
Market leading expertise and service, coupled with a large range of investment opportunities. Great firm.
29. juni 2023
I find Wealth Club very informative but…
I find Wealth Club very informative but also very resposive with queries after the event. Very efficient.
18. marts 2023
It was very easy to find what I wanted
It was very easy to find what I wanted, to choose and to pay.
11. maj 2023
Contact
They Answer the phone almost immediately, and don’t treat you as if your still waiting for your O level results.
They also (so far) haven’t tried to hard sell anything other than E mails, which are helpful.
11. maj 2023
I've made a couple of VCT investments…
I've made a couple of VCT investments via WealthClub as well as a number directly with VCTs.
The service is good and I appear to get a better deal in terms of costs....so I'll continue via WC.
11. maj 2023
Besvarelse fra Wealth Club
Very good to read your feedback – thank you for taking the time to write a review. If we can help with anything please don’t hesitate to get in touch.
Many thanks,
Sheridan & team
Very responsive and helpful
Wealth Club provide good support. They reply to queries promptly. Information about holdings is provided clearly. That's in addition, of course, to the main point of using them - their providing access to investment opportunities that retail investors do not easily get elsewhere.
20. april 2023
Besvarelse fra Wealth Club
Thank you very much for taking the time to write a review, we are delighted to hear your feedback. Many thanks,
Sheridan & team
good and freindly
20. april 2023
My application went through without any…
My application went through without any hassle or complication.
The website was easy to use too.
20. april 2023
Convenient for buying VCTs
20. april 2023
Useful step by step guidance on product.
Useful step by step guidance on nature of product and how to invest the money. Any queries, answered by a knowledgeable and dedicated helpline.
Also a personal portal online.
Kept informed by email.
Prompt receipt on 27 April of the share certificate and tax cert.
24. marts 2023
Besvarelse fra Wealth Club
Very good to hear – thank you for taking the time to write a review. If we can assist with anything else please don’t hesitate to call or email us.
With many thanks,
Sheridan & team
Fantastic service and advisory.
20. april 2023
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