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Thank you for registering for our Masterclass 'Balancing savings and investments'

We look forward to seeing you there.

What to expect from the Masterclass

In today's rapidly changing landscape investors need to consider changing interest rates, market volatility and tax incentives to plan for their savings and investments. Having a well-defined investment strategy is essential for achieving your long-term financial goals. Join our expert financial advisors in this session as they cover the intricacies of creating a solid financial plan that aligns with your aspirations.

Topics covered will include:

  • the importance of setting clear financial goals, assessing your current financial health
  • assessing your risk tolerance and creating a balanced approach to managing risk in your investment portfolio.
  • portfolio diversification, and time-tested strategies to make informed investment decisions.
  • minimising tax implications on your savings and investment gains through tax-efficient investment strategies

Following the Masterclass you will have the opportunity to go through your personal plan and goals with one of the team in a no-obligation, one-to-one online session.

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The Netwealth approach, material and personnel are some of the best I have come across in this complex field. Their online planning tools are also of a very high standard.

ICAEW member

The Netwealth service has provided me with financial peace of mind, with its very low charges and user friendly access to my account. I am extremely pleased with the switch.

Ina Machen


Why choose the Netwealth Service

Expert financial planners to discuss your retirement and recommend the best approach.

Powerful online service for you to plan for your pension or other investments.

Seasoned investment team looking after your pension.

Transparency - access and monitor all holdings in your portfolio 24/7.

Fully managed pension transfer on your behalf and consolidation in one accessible place.

Regular personal and employer contributions available.

Flexi-access drawdown.

Institutional-grade security: all clients assets are separately custodied and ring-fenced.

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