Wealth Club is the UK’s leading non-advisory investment broker specialising in 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, inheritance tax portfolios, commercial property investments and single-company equity and bond deals.
Our service provides in-depth research on such opportunities, and the risks involved, so that clients can decide for themselves whether to invest.
The business was founded by Alex Davies, a former Hargreaves Lansdown director and shareholder. The inspiration for Wealth Club came from personal experience. Alex was himself the perfect prospect for such a service. 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 balanced way.
If you are a high net worth or sophisticated investor, you can register to hear about investment opportunities here:
https://www.wealthclub.co.uk/register-deals/
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, inheritance tax portfolios, commercial property investments and single-company equity and bond deals.
Our service provides in-depth research on such opportunities, and the risks involved, so that clients can decide for themselves whether to invest.
The business was founded by Alex Davies, a former Hargreaves Lansdown director and shareholder. The inspiration for Wealth Club came from personal experience. Alex was himself the perfect prospect for such a service. 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 balanced way.
If you are a high net worth or sophisticated investor, you can register to hear about investment opportunities here:
https://www.wealthclub.co.uk/register-deals/
Location: United Kingdom, England, Bristol
Employees: 11-50
Total raised: $267.3K
Founded date: 2015
Funding Rounds 1
| Date | Series | Amount | Investors |
| 07.12.2020 | - | $267.3K | - |
Mentions in press and media 24
| Date | Title | Description |
| 01.07.2025 | Stock markets shrinking: where could investors turn for growth? | Closer to home, the London Stock Exchange lost 88 companies – the largest exodus since the global financial crisis. 14 were taken private, in transactions worth tens of $billions. An example is Darktrace, a global leader in cybersecurity AI... |
| 05.06.2025 | The New Frontier: Private Equity Opens Its Gates to Individual Investors | Private equity has long been a fortress, guarded by high walls and exclusive gates. For decades, only the wealthiest and most connected investors could step inside. But now, the landscape is shifting. The doors are creaking open, allowing a... |
| 04.06.2025 | Private equity: Are the doors to the most exclusive club in town finally opening? | Private equity has carved out a record as one of the best-performing asset classes of the last 25 years – for the exclusive benefit of a privileged few. Now, at last, private investors can get in. Trillions of dollars have flowed into priva... |
| 21.05.2025 | UK inflation surges to 3.5% in April as household bills spike | The U.K.’s annual inflation rate hit 3.5% in April, coming in above analyst expectations. Economists expected CPI would reach 3.3% in the year to April. The U.K.’s annual inflation rate hit 3.5% in April, coming in above analyst expectation... |
| 21.03.2025 | Inheritance tax receipts reach record high | Inheritance tax receipts totalled £7.6bn in the last 11 months, a record high and surpassing last year’s full-year total of £7.5bn. Data from HMRC revealed today that the amount paid in tax was an 11.8 per cent increase from the same period... |
| 21.03.2025 | VCT capacity fills up in advance of tax year end | Venture capital trusts (VCTs) have been reaching capacity as the end of the tax year approaches, with Northern VCTs closing their £36m fundraise this week. The decision by a few large VCTs not to raise money this tax year, and smaller offer... |
| 24.04.2024 | PeppercornAI Revolutionizes Insurtech with £3.25M Funding Boost | PeppercornAI, a Cardiff-based insurtech company, secures £3.25M in funding from Wealth Club, EHE Capital, and Angels Invest Wales. This funding will fuel the development of their conversational AI technology, setting a new standard in the i... |
| 24.04.2024 | PeppercornAI raises £3.25M to help insurance keep up with AI | Insurtech PeppercornAI has raised £3.25M in a round from Wealth Club, EHE and Angels Invest Wales. Despite a downturn in investment into UK fintech and insurtech, the round was oversubscribed. In April 2022, the company secured £1.8m in see... |
| 03.04.2024 | Venture Capital Trusts prepare for funding surge as tax year closes | As the tax year draws to a close, Venture Capital Trusts are readying for the late surge of investment into their pockets. As always, money flowing into venture capital surged last month, hitting £144.5m in March, totalling £730m this year ... |
| 02.03.2023 | Five Unique Ways UK Investors Can Find Relief | As the new financial year creeps closer, tax-efficient asset classes could help mitigate losses, reveals WineCap CEO Alexander Westgarth. |
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