Free guides for investors
Please note: some of the investments described are in small companies, which are riskier than larger ones. The trade-off is that if you are a high net worth individual or sophisticated investor you could enjoy very significant benefits. Our free guides are not advice or personal recommendation. They simply explain the main facts, so you can decide for yourself.
How to survive the squeeze on pensions
Wealth Club, now incorporating Clubfinance, offers experienced investors more compelling and advanced investment opportunities than those normally available through mainstream investment platforms and financial advisers.
We aim to provide you with clear, impartial and well researched information on these investments, which include Venture Capital Trusts, Enterprise Investment Scheme opportunities, Inheritance Tax portfolios, forestry funds, direct single company investments and private equity coinvestments.
We do all the work so you can confidently decide for yourself where to invest. We review performance data, analyse fund managers’ and groups’ track records and experience. We make a point of meeting or speaking with the fund managers to add depth to our research.
Who is behind Wealth Club?
Wealth Club is a relatively young business, but its founding members have years of investment experience. Four of us have held senior positions at one of the UK’s largest, most successful stockbrokers.
Alex Davies, founder and Chief Executive, was a board director at Hargreaves Lansdown. He led the team that built the UK’s largest direct-to-consumer SIPP 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, SEIS and VCTs.
Despite having launched as recently as February 2016, the media has quickly recognised us and regularly comes to us for comments on tax-efficient investments. Wealth Club has been quoted in the FT, Times, Telegraph, City AM, MoneyWeek, This Is Money and Investors’ Chronicle, to name but a few. More than 6,000 investors have already invested over £500 million through our service.
As one client put it: “Seeing a site with an intelligent commentary on the various offerings is a breath of fresh air”.
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