Wealth Club
Samuel Stephens is an experienced Client Relationship Manager at Wealth Club Ltd since December 2016, previously serving in various roles at Hargreaves Lansdown from September 2012 to December 2016, including Corporate Solutions Implementor, Account Manager, and Pension Helpdesk Consultant. Samuel's responsibilities at Hargreaves Lansdown involved managing client inquiries related to accounts, pension legislation, and various investment products. Samuel began their career as a Customer Support Officer at WPA - Western Provident Association from September 2010 to May 2011. Academically, Samuel holds a Bachelor of Arts degree in Business Studies from the University of the West of England, earned between 2008 and 2012.
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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: https://www.wealthclub.co.uk/register-deals/