Wealth Club is a service created especially to benefit high net worth and sophisticated investors.
Launched in February 2016, in January 2018 it acquired Clubfinance.
Although Wealth Club is a young company our founding members have years of investment experience. Four of us have held senior positions at one of the UK’s largest, most successful stockbrokers. Chief Executive Alex Davies was a former Hargreaves Lansdown director and shareholder and has been investing in these types of investment for a number of years.
From the beginning the media has recognised us and regularly comes to us for comments on tax-efficient investments. Wealth Club has been quoted in the FT, Times, Telegraph, Share Radio and MoneyWeek, to name but a few.
Five key benefits of investing through Wealth Club
1. Free and impartial commentary on tax-efficient investments
We provide regularly updated information on VCTs, EIS, SEIS and IHT portfolios all in one place. Importantly, we go beyond simply making available the provider documents. We review each product on our website: we consider factors such as, but not limited to, future performance potential, level of risk, the experience of the provider and the team behind the investment.
Investors can benefit from:
- Expert impartial investment reviews on over 70 investments from all the main providers – we add new offers most weeks
- Updated performance information
- Exclusive video manager interviews
- Question-and-answer sessions with the managers
- Detailed research reports covering the investment strategy, target returns, fees, risks and manager track records.
“Seeing a site with intelligent commentary on the various offerings is a breath of fresh air”Mr M.L., seasoned EIS investor, London
2. The first service to offer online applications
We were the first service to allow investors to invest in VCTs online. When an online application is not available, we work with providers to make applications short and easy and whenever possible we cut steps out. For instance, we won’t ask you to send us proof of identity or address unless strictly necessary – we’ll do an online check instead. If you need help completing the forms, we can do that too. In addition, when you invest through us you normally pay less than you would if you invested directly with the provider or through an adviser.
3. Access to investments not normally available through any other channels
From an EIS investing in a brewery in West Berkshire run by the founder of the Firkin Pub and the City Pub Companies, to a pre-IPO bio-tech company, Wealth Club investors get access to deals not normally available elsewhere, often on preferential terms.
4. Highly competent, ‘knock your socks off’ service
We believe our job is to make it as easy as possible for you to invest confidently, making your own informed decisions. This is why if you have any questions – no matter how simple or complex – all you have to do is pick up the phone or email us. You will speak to someone who knows what they’re talking about. We can even in some cases arrange for you to speak directly with the asset manager. Please note, we don’t provide you with advice or personal recommendations.
“My experience with Wealth Club has been excellent. I was able to speak to and correspond with someone who took my questions seriously and answered them competently straightaway. I expect that in future I will always start with Wealth Club before considering any other broker.”Mr C.H., VCT and EIS investor, Aberdeenshire
5. The first online portal for tax-efficient investments
The Wealth Club Portal is the first and only online portal where you can log in and see all your alternative investments in one place.
Starting with an overview of your portfolio you can then drill down to look at each investment and holding: its cost, latest value, your profit and loss, and the effective return – that’s the profit and loss plus any income tax relief.
Take a look at the Wealth Club website
See investment research, free guides, videos, and current offers.Read more