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.
Good and detailed information
Good and detailed information
Received informative literature in the post
I have started small as new for me
20. april 2023
Great Service
20. april 2023
Poor communication
Money was taken out of my account before YE050423, still waiting for the acknowledgment let alone confirmation of the appropriate share bought.
20. april 2023
Besvarelse fra Wealth Club
Dear Dr Prasad,
Thank you for your message and sorry to hear of your disappointment.
As an investment broker we provide investment reviews and facilitate the application process, but any investment confirmations and acknowledgements normally come from the investment providers. Depending on the provider, these can take some time to arrive.
As you will appreciate, there is only so much we can discuss in a public forum such as this. We have tried to get in touch with you and left a message. If you get a chance, could you please call us back on 0117 929 0511 or email enquiries@wealthclub.co.uk.
Kind regards,
Sheridan Leech
Client Service Director
The investment team provided full…
The investment team provided full support to enable me to complete my VCT application well in time.
20. april 2023
Great platform & services
20. april 2023
A Happy New Investor with Wealth Club.
I've only been investing with the Wealth Club for about a month, and have had no problem so far.
20. april 2023
Besvarelse fra Wealth Club
Thank you Mr Wise for your kind words. I hope we can help with any future needs as well, and if you have any queries please don’t hesitate to get in touch.
With many thanks,
Sheridan & team
Good choice of options
Good choice of options. No hard sell. Their commission is a bit on the high side.
20. april 2023
Professional and prompt
20. april 2023
Easy and friendly help to invest
20. april 2023
Very simple and straightforward for my…
Very simple and straightforward for my investment requirements.
26. marts 2023
Easy process with good cashback
26. marts 2023
Excellent customer service by the team…
Excellent customer service by the team at Wealth Club.
26. marts 2023
So simple to buy VCTs
20. februar 2023
The service provided
18. marts 2023
***********
3. marts 2023
Very good Customer Service
Very good Customer Service
A good range of products relevant to my requirements
26. februar 2023
Satisfactory…
Once having proven oneself a high net worth individual, purchasing further investment is reasonably straightforward. In my experience most VCTs continue to pay competitive dividends, so it looks like the due diligence is efficient.
25. februar 2023
Always very helpful whenever I have had…
Always very helpful whenever I have had called or had a query.
26. februar 2023
Dette er Trustpilot
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