Netwealth has extensive experience helping finance professionals to plan and manage their personal finances. We are established partners of the leading industry bodies, the ICAEW and ACCA, providing their members with education, advice and investment management services.
We understand the importance of financial planning, which is why our measured approach to controlling the controllable elements, such as automatically making the most of available tax allowances and wrappers whilst keeping costs low, appeals to the community.
Developed by our investment and technology experts, our online service allows you to plan for different outcomes and account types and invest at any time.ACCESS NOW
…squarely aimed at well-off investors who want value for their money.
The Sunday Telegraph (1)
Go, for example, to newish wealth management company Netwealth…
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...Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager...
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Qualified client advisers help you plan your financial affairs and select appropriate portfolios.
Globally diversified, high-quality portfolios managed by an experienced team.
Available for your own financial planning and investing.
All-in fees a fraction of traditional wealth management providers.
Head of Portfolio Management
Iain has 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders, and experience with institutional and high-net-worth clients across active and passive strategies. Iain has been a CFA charter holder since 2003.Articles by Iain
Head of Client Advisory
Matt has over 10 years’ experience in discretionary wealth management as a portfolio manager, advising and investing for private clients at Julius Baer and Merrill Lynch in London.Articles by Matt
FOUNDER AND CEO
Over 30 years' of experience in private wealth management and investment banking. Goldman Sachs Partner for 10 years. Recognised by PAM as one of the ’50 Most Influential’ in 2019, 2020 and 2021 and awarded Wealth Manager of the Year and Woman of the year, in 2019.Articles by Charlotte
Chief Economic Strategist
Gerard has over 30 years’ experience as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Between 2013 and 2016 he was the Chief Economic Adviser to the Mayor of London.Articles by Gerard
HEAD OF OPERATIONS AND CLIENT SERVICE
Over 20 years' experience in financial services controls, change management and operational oversight. Former executive director at J.P. Morgan.Articles by Rachel
Netwealth has a team of qualified financial advisers to provide you with advice and build your unique financial plan. They will work with you to review your current arrangements and recommend how best to invest for the future.
We understand that the timing of, amount and nature of advice you need will vary depending on your unique circumstances and so we offer a flexible approach that means you only pay for the advice you want and need.
Netwealth’s investment advice service allows you to receive advice either on a one-off or on an ongoing basis. With one-off advice, our advisers discuss your requirements and provide a recommendation. This might include, for example, a full review of your financial needs and circumstances, a pre-transfer review of your existing investments or guidance on tax efficient allocation of your assets.
Our advisers take the time to understand your circumstances and objectives before undertaking any work. We then perform an analysis and make recommendations that are delivered to you within a personal advice report. This is reviewed and discussed before working with you to implement the plan.
Should you opt for ongoing advice, we regularly review your circumstances and requirements to update your financial plan accordingly.
Our advisers offer restricted advice that relates to Netwealth’s products and services and does not consider the whole market. Netwealth does not provide tax or legal advice and does not advise on transfers of pensions with safeguarded benefits.
We carry out advice work for clients with varying requirements and are able to provide advice to cover a wide range of areas including: