Netwealth in the Press
Even if you’ve retired completely, it’s worth making use of the annual gross allowance of £3,600 that can be paid into a pension, says Tom Kimche, head of advice at Netwealth."
“The younger generation are acutely aware of high costs and limited technology, and so often seek different managers from their parents,” says Charlotte Ransom, Netwealth chief executive."
FT, 27 June 2024
The great wealth transfer is coming (but are advisers prepared?) Article behind paywall
I leave the analysis of the financial data in the hands of the IFS’S vigilant Paul Johnson and to the clever and well-briefed economists such as Simon French of Panmure, Dr Gerard Lyons of Netwealth and the Policy Exchange and the independent economist, Julian Jessop."
LBC, 14 June 2024
I've seen nothing in Labour’s manifesto to encourage investment
Charlotte Ransom says 'This is an important question as it speaks to one of the fundamental attributes of sensible investing – which is to be well diversified."
The i, 12 June 2024
I’ve been left £100k inheritance – should I invest it in a fund or a property? Article behind paywall
Lyons, now chief economist at wealth manager Netwealth, says a portion of the interest paid on banks' reserves should be axed to save money for the public purse."
The Mail, 10 June 2024
Stop the £40bn bank interest racket
If you realise you don’t have unfettered access to the international labour market, it could force you to think about upskilling your domestic labour force,” said Lyons, who is chief economist at the wealth manager Netwealth."
The Sunday Times, 09 June 2024
The jobs British workers don’t want to do — and why
There might well be wealth managers who exclusively or mainly use passive trackers who could outperform based on their asset allocation mojo, such as Netwealth..."
Charlotte Ransom says 'You should evaluate whether you are on track to secure a comfortable retirement at various stages in your life'.
The i, 14 May 2024
I’ve received £55k inheritance – should I buy a property or put it in a pension? Article behind paywall
Two personal favourites are MyNetwealth and Guiide, both of which offer helpful visuals and a generally smooth experience. MyNetwealth is divided into two sections: wealth tracking and wealth planning."
Investors' Chronicle, 14 May 2024
How to make a financial plan – without an expensive adviser Article behind paywall
Finally the Bank of England is acknowledging that money matters,” Gerard Lyons, chief economist strategist at Netwealth, said.
