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Thank you for registering for our Financial Planning Masterclass

We look forward to seeing you there.

What to expect from the masterclass

Our in-depth masterclasses have been designed to provide you with clear and practical information to help you put an action plan in place for the long term, whether you're looking to save for retirement, pay off debt, or invest in the future.

During the session our team of qualified financial advisers will take you through

  • Why getting the right financial plan in place is important for the long-term
  • The importance of setting financial goals against your time frames, cashflow needs and your appropriate level of risk
  • Live demo of Netwealth’s portfolio planning tools, which you can access at no cost
  • How modelling the impacts of market performance, inflation and taxation can help to refine your plans and make informed choices.

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.

SRI Louisa And Clients

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Don't forget to access the planning tools

Using our online financial planning tools is a key part to participating in the masterclass, allowing you to create your own personal financial plan alongside our qualified financial advisers.

During the session you will be shown how to make the most out of the tools, enabling you to

  • visualise the impact of changes to tax, inflation, time horizon and different risk levels on your plans
  • see if your current pension contributions will last your retirement
  • create multiple account types such as pension, ISAs or general investment accounts in three currencies

Access the planning tools

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.

Experienced investment team looking after your savings and investments.

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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