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Wealth Club Ltd.


wealthclub.co.uk


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Wealth Club Ltd.

Homepage https://www.wealthclub.co.uk
LinkedIn Profile https://linkedin.com/company/wea***club-***
HQ Location United Kingdom , Bristol
4 Broad Plain Bristol, BS2 0JP United Kingdom
Coordinates 51.******° N, -3.******° E
Last Update 2022-05-24
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Wealth Club offers tax-efficient investments for high net worth individuals. The aim is to offer more compelling and advanced investment opportunities than normally available through mainstream investment platforms and financial advisers: VCT, EIS, or SEIS investments. The service provides in-depth research on such opportunities, aiming to explain the risks in clear English, so that clients can decide for themselves whether to invest. The business’s founders are Alex Davies, a former Hargreaves Lansdown director and shareholder, and Ben Yearsley, former Head of Research at Charles Stanley Direct, and previously a long-time colleague of Alex at Hargreaves Lansdown. As is so often the case with new ideas, the inspiration for Wealth Club came from personal experience. Alex Davies was himself the perfect prospect for such a service. Yet what he needed did not exist. After leaving Hargreaves Lansdown and selling some of his shares, Alex sought tax-efficient ways to invest his money in addition t



Financial Services, Banking, and Investment Solutions

Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.

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Details of Wealth Club

Founded in
2015
Services
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Industry
Financial Services, Banking, and Investment Solutions
Company Type
Private Company
Enterprise Size
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Headquartered
United Kingdom, Bristol
Website
https://www.wealthclub.co.uk


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