Investment Services
Wealth Club
Wealth Club is a UK-based company that offers investment and financial services. With a focus on providing expert advice and tailored solutions, Wealth Club helps clients achieve their financial goals. The company is located in Bristol, England, and is dedicated to providing top-notch service to its clients. Whether you're looking to invest in stocks, bonds, or other financial products, Wealth Club has the expertise and resources to help you make informed decisions. Contact them today to learn more about their investment and financial services.
Introduction to Wealth Club
Wealth Club is a financial services company located in Clifton, Bristol, England. Founded in 2016, the company's goal is to provide investment services to individuals who are looking to invest in alternative investments such as EIS, VCT, and other tax-efficient products. Wealth Club is unique in that it specializes in tax-efficient investments and offers a personalized service to each of its clients.Services & products
Wealth Club offers a range of investment services to its clients, including Enterprise Investment Scheme (EIS), Venture Capital Trust (VCT), Inheritance Tax (IHT), and Business Relief investments. The company's services are tailored to each client's individual needs and investment goals. Wealth Club also provides educational resources to help clients make informed investment decisions.Location
Wealth Club is located in the affluent Clifton area of Bristol. The area is known for its Georgian architecture, boutique shops, and trendy cafes. The Clifton Suspension Bridge, a famous landmark, is also located nearby. The area is well-served by public transportation, with the Clifton Down, Clifton Village, and Redland train stations all within a mile of the company's location.Benefits
Wealth Club distinguishes itself from other financial services companies by specializing in tax-efficient investments. The company offers a personalized service to each client, with investment recommendations tailored to their individual needs and goals. Wealth Club's educational resources also set it apart from other investment firms, providing clients with the knowledge they need to make informed investment decisions.Good to know
Clients should be aware that tax-efficient investments carry risks and may not be suitable for everyone. Wealth Club recommends that clients seek independent financial advice before making any investment decisions.Reviews
Clients have praised Wealth Club for its personalized service and investment recommendations. Many clients have reported that their investments have performed well and that they appreciate the company's educational resources.Amenities
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investment advice -
financial planning
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robo-advisor
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tax planning
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retirement planning
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portfolio management
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financial education
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wealth management
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asset allocation
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risk management
FAQ
What types of investment products do you offer?
We offer a range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We also offer alternative investment options, such as private equity and real estate investment trusts (REITs).What is your minimum investment amount?
Our minimum investment amount varies depending on the type of investment product. For example, our minimum investment for mutual funds is £500, while for private equity it is £10,000. Please contact us for specific details.What fees do you charge for your services, and how are they calculated?
We charge a management fee for our investment services, which is a percentage of the assets under management. The fee varies depending on the investment product and the amount invested. We also charge transaction fees for certain investment products, such as stocks and ETFs. Please contact us for specific fee details.Can you provide examples of past performance for your investment portfolios?
Yes, we can provide examples of past performance for our investment portfolios. However, please note that past performance is not indicative of future results. We encourage our clients to review our investment philosophy and strategies before making any investment decisions.How do you develop an investment strategy for your clients?
We develop an investment strategy for our clients based on their specific financial goals, risk tolerance, and investment timeframe. We conduct a thorough analysis of their financial situation and work closely with them to develop a personalized investment plan. We also monitor and adjust the plan as needed to ensure it remains aligned with their goals.Reviews
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Simon French
They were excellent at tax year end. Swift and attentive service by phone or email and reliable source of information. Only company I would use for investing in EIS and VCTs.
30-05-2022
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kanhaiya lal bhil
30-05-2022
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Adrian Gibson
Positive: Professionalism
30-05-2021
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Robert Hernandez
30-05-2021
