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.
Overall quality of information about…
Overall quality of information about investment offerings, IT, and customer service has been exemplary in my experience
1. marts 2023
Besvarelse fra Wealth Club
Thank you very much for the kind words! We do appreciate you taking time to leave a review.
With many thanks,
Sheridan & team
Very helpful team
Very helpful team - phone answered quickly and great service for investment
1. marts 2023
Efficient online service
19. februar 2023
Simple to use
Simple to use, attractive discounts and 'at a glance' portfolio management
19. februar 2023
Straightforward and clear information…
Straightforward and clear information on VCTs available to invest in. However, the information provided once a commitment to invest is made is scant. The summary dashboard of investments excludes details of those waiting to be issued. Once issued, information on unit values at purchase and at current time, amount invested and when, fees etc are not provided.
19. februar 2023
Besvarelse fra Wealth Club
Thank you for taking the time to leave us a review. I’m pleased to hear you found the information useful. I’m sorry your portal doesn’t show the information you’d expect. That said, it should display pending investments and also details of unit values, amounts invest and investment date – amongst other details. If you have a moment please call us and we can check why this isn’t the case for you. Our number is 0117 929 0511.
With kind regards,
Sheridan Leech
A very useful service
Wealth Club has proved a very simple and cost-effective way to invest in VCTs. Forms are straightforward, avoiding the need for paperwork, and rebates help to reduce purchase costs. UK-based staff are available to sort out any issues and are pro-active in doing so.
19. februar 2023
Besvarelse fra Wealth Club
Thank you for taking the time to write this feedback, it is much appreciated here. As always if there’s anything we can help you with, please don’t hesitate to get in touch.
With kind regards,
Sheridan & team
Easy to use website and sensible…
Easy to use website and sensible realistic assistance provided without bias to particulate Managers
19. februar 2023
Very efficient and helpful
Very efficient and helpful: a couple of years ago I made a stupid mistake when transferring funds to make an investment in a VCT through Wealth Club. Wealth Club personnel worked on the problem over a three-day period during which time I was regularly emailed with information about progress - for which I was extremely grateful. Since then there has been no deterioration in the service. Investments have always been processed within 24 hours; their phone is answered promptly; and the website is very informative, quickly updated and easy to use. I have been investing through Wealth Club since 2019 and have no reason to rate it as anything other than excellent.
19. februar 2023
Besvarelse fra Wealth Club
Thank you very much indeed for taking time to write such positive feedback; it is a pleasure to pass this on to the team. As always, if there is anything we can help you with, please don’t hesitate to get in touch.
With kind regards,
Sheridan & team
Ideal for info on tax efficient investments
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 recently and will doubtless do more. The information it provides is clear and comprehensive. There's no hard sell, actually there isn't a sell at all. I have to ring it for more information (eg before applying on line). A human being answers the call, one who knows the market. Risk warnings are very clear, no investments are hyped.
17. februar 2023
Besvarelse fra Wealth Club
This is a wonderful review to receive, thank you very much for taking the time to write it. I hope we will continue to deliver good service in future.
With many thanks,
Sheridan and team
Prompt & sensible responses
19. februar 2023
Simple but effective system
19. februar 2023
There as required… And never pestering.
Responsive, reliable, knowledgeable. There when you want advice or support. And never pestering.
18. februar 2023
Platform is easy to us and has good…
Platform is easy to us and has good breakdown of options and information to inform your investment choice.
19. februar 2023
Strong client service
Experience of making an investment just prior to Christmas demonstrated their strong client service ethos.
21. december 2022
Uopfordret anmeldelse
Besvarelse fra Wealth Club
Thank you for taking time to write a review, we do appreciate the kind words. If there’s anything more we can help you with, please don’t hesitate to get in touch.
Sheridan & team
Pleasant & helpful
Website easy to use, and customer service staff pleasant & helpful on the phone.
8. januar 2023
Easy to use
Easy to use. Confidence that they are well informed and my money is safe with them
9. januar 2023
Excellent professional all round service
I have found Wealth Club responsive, flexible knowledgable and efficient in all my dealings
26. januar 2023
Excellent service
Have started using Wealth Club for all VCT investments. Outstanding service compared to experiences with other brokers over the years.
16. januar 2023
Uopfordret anmeldelse
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