About us
Our company
Share the joy of achieving glorious moments & climbed up the top.
38Years’ Experience
Finbergchase is the UK’s largest investment service for high net worth and experienced investors.
If you are such an investor, our aim is to offer you more compelling and advanced investment opportunities than you normally find through mainstream investment services and financial advisers.
Clearly tax efficiency is critically important to investors like you. That is why many – if not most – of the opportunities will be government-endorsed, tax-incentivised schemes, such as Venture Capital Trusts, EIS and SEIS investments, forestry, Inheritance Tax Portfolios and AIM ISAs. As well as tax efficient investments, we also offer unique investment opportunities that are not normally available to retail investors, such as private equity.
Today we have over 55,000 members who receive regular information from us. Over 11,000 of these are clients and have invested more than £1.2 billion through Wealth Club (July 2023).
Hire us, why not?
How we claim to excel?
Mitech Management Systems
Efficient Database Security
Reliable Multi-function Technology
Bright future that we cherish. We thrive for success.
The inspiration behind Finberg Chase
As is so often the case with new ideas, the inspiration for Finberg Chase came from personal frustration. Alex Davies was himself the perfect prospect for such a service.
After leaving Hargreaves Lansdown and selling some of his shares, he looked around for tax-efficient ways to invest in addition to his ISA and pension allowances. He encountered three problems:
The merits of the most valid opportunities were too often obscured by more exotic but dubious ones.
When he tried to assess such merits it was extraordinarily hard to find authoritative, impartial, trustworthy research and information.
Some of the most interesting opportunities came to him through word of mouth rather than established and credible financial services organisations.
To his surprise, he found that really good services designed to help high net worth and sophisticated investors find non-standard and tax-efficient investments were thin on the ground. This led to the idea of Finberg Chase.
Finberg Chase is a limited company. All but one of its directors and most employees are former Hargreaves Lansdown employees with broad experience in researching investment opportunities and presenting them to clients in a clear and compliant manner. In January 2018 Finberg Chase acquired Clubfinance, the execution-only discount broker. The acquisition formed what we believe to be the UK’s largest investment service for high net worth and experienced investors.
