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... Ver mais
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Veja o que dizem as avaliações
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... Ver mais
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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,... Ver mais
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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... Ver mais
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Detalhes da empresa
Escrito pela empresa
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
Escrito pela empresa
- 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.
Informações de contato
20 Richmond Hill, BS8 1BA, Bristol, Reino Unido
- www.wealthclub.co.uk
Free guide to Tax Efficient Investing
4,7
Excelente
519 avaliações
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Respondeu a 100% das avaliações negativas
Normalmente responde dentro de 24 horas
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Serious risk of losing money
Whilst the site and staff appear helpful and informative the results of my investments have been awful.
Take very seriously their warning about being prepared to lose all your money!
Whilst I accept EIS investments carry high risk I wish I had never got involved with Wealth Club, it would have saved me a lot of money.
The results of 4 EIS investments are £30k to 0, £10k to 0, £20k to currently £17k and £20k to currently £13k.
Be warned
16 de março de 2026
Avaliação não solicitada
Resposta da Wealth Club
Dear Mr Farrow
Thank you for your message – and we are sorry to hear about the disappointing performance of some of your investments in young companies under EIS.
Unfortunately, whilst there are plenty of examples of successful EIS investments, the risk of failure for young companies is significant and very concrete, particularly when investing in individual companies rather than a fund. We do mean the warnings we make sure to include in all our communications.
That said, the high risks are part of the reasons the government offers valuable tax reliefs to investors: to encourage investment and help mitigate those risks.
As an important note, under EIS it is possible to offset losses against income tax (this is called “EIS loss relief”), which should help reduce the impact of the losses – please contact us if you need any information on this.
Please let us know if you would like to discuss this in more detail.
Kind regards,
Tom Dimonaco
Head of Client Services
Avoid believing their advice
Invested £10k using Deepbridge based on Wealth Club advice. Now worth £3k and highly sceptical about any return at all. Avoid.
16 de fevereiro de 2026
Avaliação não solicitada
Resposta da Wealth Club
Dear Mr Dennis,
Thank you for your message – and we are sorry to hear about the disappointing performance of your Deepbridge EIS investment.
As you will know, EIS funds invest in early-stage private companies, which unfortunately can and do fail. This is one of the reasons the government offers valuable tax reliefs to investors: to encourage investment and help mitigate those risks.
As an important note, under EIS it is possible to offset losses against income tax (this is called “EIS loss relief”), which should help reduce the impact of the losses – please contact us if you need any information on this.
To clarify, your investment is managed by Deepbridge Capital, an EIS asset manager. Wealth Club acts purely as a broker: we provide information on EIS investments and facilitate the application process, but we do not manage EIS investments ourselves – nor do we provide personal financial advice.
Please let us know if you would like to discuss this in more detail,
Kind regards
Tom Dimonaco
Head of Client Services
Resposta da Wealth Club
Thanks for leaving a review, very much appreciated. If we can do anything further for you please don’t hesitate to get in touch.
Kind regards,
Tom & the team
Well informed and helpful staff
5 de dezembro de 2025
straightforward process for purchasing…
straightforward process for purchasing VCT
good communication
5 de dezembro de 2025
Resposta da Wealth Club
Good to hear it and thank you for leaving a review, your kind words are much appreciated.
Tom & team
That it offers products directed at HNWI and what that means, more explicitly
Ease of application
5 de dezembro de 2025
Excellent telephone support
The Wealth Club telephone service has been very prompt and helpful in overcoming the difficulties encountered by myself, as a member of the generation less proficient in online services.
5 de dezembro de 2025
Resposta da Wealth Club
Thank you for taking time to leave a review, and for your kind comments. I am glad we could help, and please don't hesitate to get in touch when you need anything else.
With kind regards,
Tom and team
They have always enabled me to invest…
They have always enabled me to invest using old-fashioned methods( paper applications) because I am unable to master the technology and , moreover, they do it without question or making me feel inadequate.
5 de dezembro de 2025
Resposta da Wealth Club
Thank you for these kind words, we are glad to help and thank you for your business.
Wealth Club excellent investment portal
Wealth Club is a great source of information for VCT, EIS, SEIS investments in an easy to access form.
Also, there are some great benefits of investing via Wealth Club.
5 de dezembro de 2025
Resposta da Wealth Club
Thank you for taking time to leave this review – appreciate your kind words. If there is anything further you need please don’t hesitate to get in touch.
Tom & the team
Wealth Club
I invest in VCT's every year
I invest in VCT's every year, about £7000. Unlike Hargreaves Lansdown, wealth club welcomes investments of this amount.
Hargreaves Lansdown has a minimum investment of £10000, even though many VCT offerings require investment levels below this
20 de outubro de 2025
Resposta da Wealth Club
Thank you Mr Spencer for taking time to write a review. Venture Capital Trusts are popular with our clients and we will always aim to serve investors like yourselves better than mainstream investment platforms – we are glad you have appreciated the difference. Thanks again for your kind words, and if we can help with anything else please don't hesitate to get in touch.
With kind regards
Sheridan & team
Proactive and professional service
I’ve invested with them twice now and on both occasions their help desk staff have been proactive in sorting out issues and knowledgeable about the investments and the processes.
30 de setembro de 2025
Avaliação não solicitada
Resposta da Wealth Club
This is good to hear, and thank you for taking the time to write a review.
If we can do anything else to assist, please don't hesitate to get in touch.
Kind regards,
Sheridan & team
my aim isa is losing 10% each year
my aim isa is losing 10% each year, better to keep it in cash or gold
19 de outubro de 2025
Avaliação não solicitada
Resposta da Wealth Club
Dear Robert,
Sorry to hear your AIM ISA’s performance has been disappointing.
It is difficult for us to comment without any information on your investment.
That said, we can provide some context, which applies pretty much to all AIM investments in the last few years.
As you know, the whole AIM market has declined significantly after the peak of September 2021. This was due to a combination of factors, including higher interest rates, a sluggish economy and poor investor sentiment. The reduction to inheritance tax breaks for AIM investors announced at last year’s Budget compounded the issue.
This has had a widespread impact on investment portfolios with significant exposure to AIM, such as your AIM ISA, irrespective of manager or investment style.
To clarify – Wealth Club is not an AIM ISA fund manager. We provide information on AIM ISA portfolios managed by established providers to help investors make their own decisions – and we always make it clear AIM is higher risk and more volatile than the main stock market.
If you want to discuss your specific situation or the performance of your portfolio, please contact us on 0117 929 0511 or email enquiries@wealthclub.co.uk.
With kind regards,
Sheridan
I am always impressed with the level of…
I am always impressed with the level of service, knowledge and professionalism. Nothing is ever too much bother and there is always a speedy resolution to any query. Special thanks to Harry that quickly resolved my tax certificate question today.
11 de setembro de 2025
Avaliação não solicitada
Resposta da Wealth Club
Thank you very much for your kind comments and for taking time to write a review.
We’re delighted that you’re happy with our service and if we can do anything else for you, please don’t hesitate to get in touch.
With kind regards,
Sheridan and team
Early days for me
Early days for me but all my interactions so farwith Wealth Club have been good.
1 de agosto de 2025
The responsiveness of the team in a…
The responsiveness of the team in a personal manner is impressive . However , the level of data available is of a high and digestible quality . The platform is excellent and onboarding help is timely .Its an impressive set up armed with smart people and good tech .
27 de junho de 2025
Resposta da Wealth Club
Thank you Mr Whitmarsh for your kind words. We do appreciate you taking time to write a review. I hope we can continue to help in the future, and if you need anything please don’t hesitate to get in touch.
With kind regards,
Tom Dimonaco
Head of Client Service
The range of investments offered are…
The range of investments offered are always appropriate
27 de junho de 2025
Cost effective access to a wider range of funds
Wealth Club offer cost effective access (after allowing for discounts and rebates) to a wide range of funds offered to high net worth and elective professional clients. Also I find some of the communications they send around pretty useful.
27 de junho de 2025
They remain within the parameter agreed.
They remain within the parameter set, and keep me informed on the investment opportunities.
27 de junho de 2025
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