Finance Pros Background Finance Pros Background

Wealth management as it should be

Helping finance professionals with their pensions, ISAs and other investments.

In partnership with

  • Icaew Icaew
  • Acca Think Ahead Acca Think Ahead

Netwealth and finance professionals

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.

Our services for finance professionals include

  • Access to qualified financial advisers to help you plan for your unique circumstances
  • Expert management of your savings and investments
  • Maximising your tax efficiencies, making the right use of your ISAs, pensions and CGT allowances
  • Retirement planning: support with the lifetime allowance, pension pots consolidation and identifying the level of income you might need

Plan and manage your wealth with our advanced investment tools

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.

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Improve your retirement plans with Netwealth

Speak with one of our qualified financial advisers and see how we could help with your pensions and retirement.
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Our Difference

Qualified financial advice

Qualified client advisers help you plan your financial affairs and select appropriate portfolios.

High-quality investing

Globally diversified, high-quality portfolios managed by an experienced team.

Powerful online service

Available for your own financial planning and investing.

Lower fees

All-in fees a fraction of traditional wealth management providers.

Meet the Team

Iain Barnes Iain Barnes

Iain Barnes

Head of Portfolio Management

Iain Barnes Iain Barnes

Iain Barnes

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
Matt Conradi Matt Conradi

Matt Conradi

Head of Client Advisory

Matt Conradi Matt Conradi

Matt Conradi

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
Charlotte Ransom Charlotte Ransom

Charlotte Ransom

FOUNDER AND CEO

Charlotte Ransom Charlotte Ransom

Charlotte Ransom

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
Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard Lyons Gerard Lyons

Gerard Lyons

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
Rachel Willox Rachel Willox

Rachel Willox

HEAD OF OPERATIONS AND CLIENT SERVICE

Rachel Willox Rachel Willox

Rachel Willox

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

In the Press

…squarely aimed at well-off investors who want value for their money.

The Sunday Telegraph (1) 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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Financial Advice

Financial Advice

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.

Our approach to financial advice

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.

Restrictions to our Advice

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.

What our advice covers

We carry out advice work for clients with varying requirements and are able to provide advice to cover a wide range of areas including:

  • Asset allocation
  • Income analysis
  • Retirement planning
  • Pension consolidation
  • Bespoke cashflow modelling (e.g. planning to cover school fees or care home costs)
  • Structuring of assets and sequencing of contributions and withdrawals for tax optimisation

Book A Call With An Adviser