Why invest through Wealth Club?

You often hear this: people start a new business to “scratch an itch”. This is certainly true in my case. I had recently left Hargreaves Lansdown where I was a director and shareholder. Having sold some of my shares, I ended up with a CGT bill and started to look at ways to mitigate it.

I had dabbled in a few EIS and VCTs before, but this is when I started looking at them seriously. I soon realised this area of the market was not well served if at all. Whilst there were good investments out there it was difficult to separate the wheat from the chaff, difficult to apply and even more difficult to keep track of them.

With this in mind, in 2016 I set up Wealth Club with some former colleagues. Our aim was to open the lid on tax efficient investments, making them much more transparent, simpler to apply for and easier to monitor. In 2018 we acquired Clubfinance and became the UK’s largest broker of its kind specialising in tax-efficient and alternative investments.

So what do you get through Wealth Club?

Free and impartial commentary on tax-efficient investments. 

You can access regularly updated information on VCTs, EIS, SEIS and IHT portfolios all in one place:

• Expert impartial reviews of over 70 investments from all the main providers - we regularly add new offers
• Latest performance information
• Exclusive manager video interviews
• Detailed research reports

The first service to offer online applications. 

We were the first broker to offer online VCT applications. When applying online is not possible, we work with providers to make applications short and easy. If you need help completing the forms, we can do that too.

Market-leading savings and annual rebates of up to 0.25% on VCTs

When you invest through us you normally pay less than you would if you invested directly with the provider, through an adviser or another broker. On many VCTs, in addition to the initial saving, you benefit from annual rebates of up to 0.25%, for the first three years.

Access to investments not normally available through any other channels

 From the BBC CBeebies number one preschool children’s show, Bing, to a brewery in West Berkshire run by the founder of the Firkin Pub and the City Pub Companies, Wealth Club investors get access to deals not normally available elsewhere, often on preferential terms.

Highly competent, ‘knock your socks off’ service

We believe our job is to make it as easy as possible for experienced investors to make their own 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. Please note, we don’t provide you with advice or personal recommendations.

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 the alternative investments made through Wealth Club in one place.