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Clubfinance was founded in 2002 by David
Scrivens and Philip Rhoden, who ran the company from David's spare bedroom until the company moved into offices in 2005. Clubfinance diversified into providing financial modelling services until the modelling services were demerged into a separate company,
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The company was acquired by Wealth Club Ltd on 9 January 2018. It operates as a fully owned subsidiary offering fund and share platforms, with the tax-efficient investment offering now consolidated under Wealth Club.
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Clubfinance
Project Finance, in May 2012. In July 2012 the company launched its share dealing platform in conjunction with stockbroker James Brearley, targeted at investors that traded shares more than once a month.
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in late 2012, Clubfinance was able to buy its direct to consumer client book, including assets under management of around £100m. In 2013 it also acquired the client book of
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235:, the company changed the charging structure of its share dealing service, making its annual percentage fee lower but the charge per trade higher.
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Paymemy.com business, which was experiencing financial difficulty. Following the
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Clubfinance introduces flat annual rate for execution only platform - IFAOnline
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211:, a Bristol-based specialist broker of tax-efficient investments.
283:"Clubfinance acquires Intelligent Money's D2C business - FundWeb"
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Clubfinance tells Massow clients to seek advice - FTAdviser
196:. It previously arranged tax efficient investments such as
192:. The firm acts as intermediary for a number of different
330:"Wealth Club acquires execution-only broker Clubfinance"
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Clubfinance offers 50p share dealing service - CityWire
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354:Financial services companies of the United Kingdom
359:Financial services companies established in 2002
204:for private investors on a non-advised basis.
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207:In January 2018 the company was acquired by
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22:
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369:British companies established in 2002
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332:. Investment Week. January 10, 2018.
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194:fund and share dealing platforms
364:2002 establishments in England
1:
202:Enterprise Investment Schemes
94:Alex Davies (Chief Executive)
223:After talks with competitor
144:Electronic trading platform
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349:Companies based in Bristol
239:Acquisition by Wealth Club
233:Retail Distribution Review
97:David Scrivens (cofounder)
184:company headquartered in
100:Philip Rhoden (cofounder)
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198:venture capital trusts
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182:financial services
45:Financial services
225:Intelligent Money
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285:. Archived from
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153:Wealth Club Ltd
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56:Hemel Hempstead
35:Limited company
17:Clubfinance Ltd
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81:United Kingdom
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289:on 2014-02-25
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229:Ivan Massow's
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291:. Retrieved
287:the original
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165:.clubfinance
62:Headquarters
31:Company type
209:Wealth Club
178:Clubfinance
140:Stockbroker
121:Unit trusts
77:Area served
343:Categories
293:2014-02-18
248:References
87:Key people
136:Services
130:Pensions
108:Products
54:2002 in
41:Industry
215:History
186:Bristol
158:Website
66:Bristol
51:Founded
126:Shares
180:is a
150:Owner
117:OEICs
200:and
112:ISAs
169:.uk
167:.co
163:www
345::
190:UK
188:,
128:,
123:,
119:,
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70:UK
68:,
296:.
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