Wealth Club

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 was founded by Alex Davies, a former Hargreaves Lansdown director and shareholder. As is so often the case with new ideas, the inspiration for Wealth Club came from personal experience. Alex 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 to his ISA and pension allowances. He quickly encountered three critical problems: 1. The merits of the most valid opportunities were in many cases obscured by more exotic but dubious ones. 2. When he tried to assess such merits it was extraordinarily hard to find authoritative, impartial and trustworthy research and information. 3. Moreover, 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 good-quality services designed to help high net worth and sophisticated investors research and execute non-standard and tax-efficient investments are thin on the ground. This led to the idea of Wealth Club. The majority of Wealth Club's 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.