The Route – City wealth club

Welcome to the Route – City wealth club

The Route – City wealth club provides its Members with financial planning and estate, investment and protection solutions, as well as sophisticated planning for all personal taxes. Members gain access to property investment opportunities and lending advice as well as secured debt investments via its Private Debt Platform.

The club services each Member’s financial requirements within a proactive, ongoing process of reviews, advice and, where necessary, adjustments. And, as importantly, does so on a bespoke basis.

Members’ Testimonials

"I very much like the people as well as the thoroughness and professionalism of the business

David Beaton, A Member since 2012

2017-01-13T12:45:33+00:00

David Beaton, A Member since 2012

"I very much like the people as well as the thoroughness and professionalism of the business
"If you want access to bespoke products giving excellent returns away from the mainstream, this is the place to go

Paul Coode, A Member since 2005

2017-01-13T12:50:10+00:00

Paul Coode, A Member since 2005

"If you want access to bespoke products giving excellent returns away from the mainstream, this is the place to go

Future

The Route – Future provides Members with bespoke fund management portfolios, syndicated investment opportunities, asset creation and financial risk protection, tax efficient investment advice, sophisticated retirement structures, protection reviews, and estate planning solutions. Learn More

Property

The Route – Property provides Members with residential and commercial investment opportunities; ‘whole of market’ lending advice on residential and commercial property in the UK and abroad and a comprehensive ‘general insurance’ offering. Learn More

Property

The Route – Property provides Members with residential and commercial investment opportunities; ‘whole of market’ lending advice on residential and commercial property in the UK and abroad and a comprehensive ‘general insurance’ offering. Learn More

Finance

The Route – Finance’s Private Debt Platform (PDP) provides a valuable source of funding to UK businesses in the form of loans which are typically, short-term, fully secured and funded by The Route club’s ‘High Net Worth’ (HNW) investors, providing Members with excellent returns on a fully secured basis. Learn More

Income

The Route – Income provides Members with access to specialist advisers who will look at every aspect of the tax you pay on an annual basis. They offer advice on income tax, capital gains tax, share options, accountancy and self-assessment service, including non-UK domiciles. Learn More

Income

The Route – Income provides Members with access to specialist advisers who will look at every aspect of the tax you pay on an annual basis. They offer advice on income tax, capital gains tax, share options, accountancy and self-assessment services, including non-UK domiciles. Learn More

The Route’s focus combines investment strategy with non-contentious tax mitigation to enable Members to grow their net assets.