Wealth Club
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:
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Verified contacts
30
available on Kipplo
LinkedIn employees
46
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
1
tools in use
Monthly traffic
140
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- JM
Jonathan Moyes
Head of Investment Research · Finance & Accounting
EmailPhone - MC
Marta Caricato
Co-founder and Marketing Director · Advertising & Marketing
EmailPhone - CH
Charlie Huggins
Head of Equities · Finance & Accounting
EmailPhone - JT
Joanna Thorne
Head of Investor and Public Relations · Other
EmailPhone - RR
Ruth Richards
Compliance Director · Finance & Accounting
EmailPhone - SL
Sheridan Leech
Client Service Director · Customer/Client Service
EmailPhone - TD
Tom Dimonaco
Head of Client Service · Customer/Client Service
EmailPhone - CB
Calum Burnstone
Product Manager · Sales & Business Development
EmailPhone - NH
Nicholas Hyett
Investment Manager · Finance & Accounting
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Wealth Club
21 distinct titles indexed · top 10 shown.
- 2client services associate
- 2co-founder and marketing director
- 1()
- 1accountant
- 1chief executive and founder
- 1client administration manager
- 1client relationship manager
- 1client service associate
- 1client service director
- 1compliance director
- +11more titles
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