WealthMe
W
Financial Advisors
WealthMe
Heath Square, Haywards Heath RH16 1BL
# WealthMe Business Description
WealthMe is a specialist discount investment broker based in Haywards Heath that helps UK investors access tax-efficient investment opportunities at reduced costs. They focus on four core investment types: Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), Inheritance Tax solutions, and Structured Products—all areas where savvy investors can leverage significant tax advantages.
The firm primarily serves high-net-worth individuals and those seeking to optimise their tax position, particularly around capital gains, inheritance tax planning, and income tax relief. Their clientele typically includes investors looking to grow wealth whilst minimising tax exposure, business owners considering succession planning, and those wanting to diversify beyond traditional funds.
What distinguishes WealthMe is their explicit focus on discount brokerage—their tagline "where you pay less to invest" reflects their commitment to negotiating reduced product charges for clients. They offer up to 8.5% rebates from product charges on VCT investments, and their 0.35% arrangement fee on Structured Products (with a £70 minimum) undercuts many competitors. They partner with leading investment managers including Jenson, Octopus, Foresight, and Ingenious.
Beyond investments, WealthMe provides a comprehensive service including will writing from £175+VAT and offers attractive commission-sharing arrangements for financial advisers considering a change of agency. Their combination of tax-efficient investment expertise, competitive pricing, and complementary legal services makes them a one-stop shop for wealth optimisation.
WealthMe is a specialist discount investment broker based in Haywards Heath that helps UK investors access tax-efficient investment opportunities at reduced costs. They focus on four core investment types: Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), Inheritance Tax solutions, and Structured Products—all areas where savvy investors can leverage significant tax advantages.
The firm primarily serves high-net-worth individuals and those seeking to optimise their tax position, particularly around capital gains, inheritance tax planning, and income tax relief. Their clientele typically includes investors looking to grow wealth whilst minimising tax exposure, business owners considering succession planning, and those wanting to diversify beyond traditional funds.
What distinguishes WealthMe is their explicit focus on discount brokerage—their tagline "where you pay less to invest" reflects their commitment to negotiating reduced product charges for clients. They offer up to 8.5% rebates from product charges on VCT investments, and their 0.35% arrangement fee on Structured Products (with a £70 minimum) undercuts many competitors. They partner with leading investment managers including Jenson, Octopus, Foresight, and Ingenious.
Beyond investments, WealthMe provides a comprehensive service including will writing from £175+VAT and offers attractive commission-sharing arrangements for financial advisers considering a change of agency. Their combination of tax-efficient investment expertise, competitive pricing, and complementary legal services makes them a one-stop shop for wealth optimisation.
Services offered
Venture Capital Trust brokerageEnterprise Investment Scheme investmentsInheritance Tax solutionsStructured ProductsVCT and EIS discount brokerageWill writing servicesAgency commission partnershipsFinancial advisory services