About us


Wealth Club is a service created especially to benefit high net worth and sophisticated investors.

If you are such an investor, our aim is to offer you more compelling and advanced investment opportunities than you normally find through mainstream investment platforms and financial advisers.   

Clearly tax efficiency is critically important to investors like you. That is why many – if not most – of the opportunities will be government-endorsed, tax-incentivised schemes, such as VCT, EISSEIS investments and Inheritance Tax Portfolios

Our service provides you with detailed, in-depth research on such opportunities. We explain the benefits and risks in clear English, so you can decide for yourself which make sense for you in your situation.

Although Wealth Club is a young company our founding members have years of investment experience. Five 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 come to us for comments on tax-efficient investments. Wealth Club has been quoted in the FT, Times, Telegraph, Share Radio and Money Week, to name but a few.  

Importantly, more than 15,000 investors have already expressed an interest in our service. As a client put it, “Seeing a site with an intelligent commentary on the various offerings is a breath of fresh air”.

The inspiration behind Wealth Club

As is so often the case with new ideas, the inspiration for Wealth Club came from personal frustration. Alex Davies was himself the perfect prospect for such a service.

After leaving Hargreaves Lansdown and selling some of his shares, he looked around for tax-efficient ways to invest in addition to his ISA and pension allowances. He encountered three problems:

  1. The merits of the most valid opportunities were too often obscured by more exotic but dubious ones.
  2. When he tried to assess such merits it was extraordinarily hard to find authoritative, impartial, trustworthy research and information.
  3. Some of the most interesting opportunities came to him through word of mouth rather than established and credible financial services organisations.

To his surprise, he found that really good services designed to help high net worth and sophisticated investors find non-standard and tax-efficient investments were thin on the ground. This led to the idea of Wealth Club.

Wealth Club is a limited company. All but one of its directors and employees are former Hargreaves Lansdown employees with broad experience in researching investment opportunities and presenting them to clients in a clear and compliant manner. 

As seen on...

Wealth Club - As seen on...



The Team

Alex Davies, Cheif Executive, WealthClub

Alex Davies

Chief Executive

Alex was a board director at Hargreaves Lansdown, where he worked for 15 years. He was responsible for building Hargreaves Lansdown into the biggest direct-to-consumer SIPP provider in the UK with more than 150,000 clients and over £12 billion under management. He is a keen investor with a portfolio of shares, funds, student property, EIS and VCT investments.
Ben Yearsley, Investment Director, WealthClub

Ben Yearsley

Investment Director

Ben joined Hargreaves Lansdown in 1997 and quickly moved on to Fund Research and PR. He's researched VCTs since 1998 and grew HL's share of the market from 3% to almost 20%. Ben is regularly quoted in the press, radio and TV on investment matters. In 2012 he joined Charles Stanley Direct as Head of Investment Research. He's a keen investor with a portfolio of funds, shares, VCT, EIS and SEIS investments.
Marta Caricato, Marketing Director, WealthClub

Marta Caricato

Marketing Director

Marta is a highly experienced marketer specialising in financial services. She worked 10 years for Hargreaves Lansdown, first with their marketing agency then as their Head of Pensions Marketing. Over the years she’s also worked with several other financial services firms, including Prudential, Rias, CommShare, Interactive Investor and LV=.
Chris Bowles - Director of Technology

Chris Bowles

Director of Technology

Chris spent 11 years at Hargreaves Lansdown in a variety of roles, latterly as Head of Development. He was responsible for all software development across the organisation. He was part of the original small team who built the HL online trading platform and many other key systems. He has a Masters with Distinction in Advanced Software Engineering from Leicester University.
Wealth Club - Gayle Bowen, Finance Director

Gayle Bowen FCCA

Finance Director

Gayle is a qualified accountant with 20 years of experience in corporate finance and private equity. She was previously a Corporate Finance Director at BDO (1998 to 2013) and has led a range of MBOs, fund raisings, disposals, mergers and acquisitions, leading due diligence and audit assignments. For the last two years Gayle was finance director at private equity backed Biological Preparations Group Ltd.
Wealth Club - Ruth Richards, DipPFS, Head of Product Development

Ruth Richards, DipPFS

Head of Product Development

Ruth spent 18 years at Hargreaves Lansdown, 15 as Head of Retirement. She developed annuity and drawdown services and helped the firm take advantage of sweeping pension changes in 2015. Ruth holds the Diploma in Regulated Financial Planning and a First Class Honours degree in German and Russian from the University of Nottingham.
Sheridan Leech, Head of Client Service, WealthClub

Sheridan Leech

Head of Client Service

Sheridan holds a First Class Hons. degree from King’s College London. His focus at university was on British economic history. His personal interest in finance and investments lead him to work firstly at Hargreaves Lansdown during his holidays and latterly global fund group Legg Mason. After graduating he returned to Legg Mason on the Sales and Client Service desk before joining Wealth Club.
Wealth Club – Tom Dimonaco

Tom Dimonaco DipPFS

Client Relationship Manager

Tom holds a diploma in regulated financial planning and a degree in business studies. He was a Workplace Financial Education Manager at Hargreaves Lansdown, responsible for its largest corporate pensions clients. Previously he worked for Rolls Royce Defence Aerospace and a large recruitment company.
Wealth Club - Mark Churchill, Digital Marketing Manager

Mark Churchill

Digital Marketing Manager

Mark has 12 years experience in the digital marketing field, primarily in financial services focusing on mortgages and investments. His specialities are search and analytics. He joined Hargreaves Lansdown in 2011 heading up paid search. Prior to joining Wealth Club he worked for the fintech arm of Momentum Global Investment Management.
Wealth Club - Gabor Radocz

Gábor Radócz

Software Engineer

Gabor has gained expertise in various fields of computer technology, starting with developing embedded systems for telecom and security applications. In the bearings industry he developed advanced data-mining solutions for integrating flow control and resource management. Before joining Wealth Club Gabor worked in Hargreaves Lansdown's web development department for two years.
Wealth Club - Jayne Mathias, Administration Manager

Jayne Mathias

Administration Manager

Jayne was one of Hargreaves Lansdown's longest-standing employees, having worked there for 22 years as VCT Administration Manager.

How we select investments

Wealth Club’s investment selection process is informed by two guiding principles:

  1. We only highlight investments we believe have genuine merit.
  2. We only highlight investments whose managers we believe can deliver returns to investors. 
Read more on how we select investments

Featured offers

Items marked with our logo are our selected offers.

Press & Media

Press

Seeing a site with intelligent commentary on the various offerings is a breath of fresh air

M.L., seasoned EIS investor, London