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... Zobacz więcej
Reakcja na opinię
Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej
Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej
Zobacz, co mówią recenzenci
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... Zobacz więcej
Reakcja na opinię
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,... Zobacz więcej
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As a new investor through Wealth Club I have had nothing but help, courtesy and efficiency in the two investments that I have made so far. It is a pleasure to be dealing with an organisation where I c... Zobacz więcej
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Informacje dotyczące firmy
Napisane przez firmę
UK’s largest investment service for high net worth and experienced investors. Founded by Alex Davies and serving UK investors since 2016, Wealth Club offers tax-efficient investments (VCTs, EIS and SEIS, IHT portfolios, forestry funds); exclusive private company investments; private markets funds; and a discretionary share portfolio. The website offers free guides, in-depth reviews, and video interviews.
Compelling investment opportunities for experienced investors
Napisane przez firmę
- Venture Capital Trusts
- Invest in VCTs and help small, fledgling companies grow. Receive enticing tax breaks: up to 30% tax relief against your income tax bill, 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.
- Inheritance tax portfolios and AIM ISAs
- If you’re happy to take significant investment risk, you could pass your wealth – including your ISA – on to your loved ones without the threat of 40% in Inheritance Tax, while keeping control over the assets.
- Private Markets & Real Assets
- Private equity funds, forestry funds, and other investment opportunities for high net worth and sophisticated investors – see www.wealthclub.co.uk for more detail.
- IMPORTANT
- Tax rules can change and benefits depend on circumstances. The investments on our website are not suitable for everyone. They are higher 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.
Dane kontaktowe
20 Richmond Hill, BS8 1BA, Bristol, Zjednoczone Królestwo
- www.wealthclub.co.uk
Free guide to Tax Efficient Investing
4,7
Doskonała
519 recenzji
Zaprasza klientów do wystawiania recenzji
Ta firma zaprasza swoich klientów do recenzowania niezależnie czy to dobre, czy złe recenzje
Odpowiada na 100% z negatywnych recenzji
Zazwyczaj odpowiada w ciągu 24 godzin
Jak firma korzysta z Trustpilot
Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.
It was very easy to find what I wanted
It was very easy to find what I wanted, to choose and to pay.
11 maja 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 maja 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 maja 2023
Odpowiedź od 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 kwietnia 2023
Odpowiedź od 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 kwietnia 2023
My application went through without any…
My application went through without any hassle or complication.
The website was easy to use too.
20 kwietnia 2023
Convenient for buying VCTs
20 kwietnia 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 marca 2023
Odpowiedź od 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 kwietnia 2023
Good and detailed information
Good and detailed information
Received informative literature in the post
I have started small as new for me
20 kwietnia 2023
Great Service
20 kwietnia 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 kwietnia 2023
Odpowiedź od 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 kwietnia 2023
Great platform & services
20 kwietnia 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 kwietnia 2023
Odpowiedź od 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 kwietnia 2023
Professional and prompt
20 kwietnia 2023
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