Wealth management as it should be

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

In partnership with:

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

Find out more about our service and different account options

Qualified financial planning and investment management, at much lower fees.

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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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Watch our latest webinar on demand

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.

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Meet the Team

Iain Barnes

Head of Portfolio Management

Iain Barnes

Head of Portfolio Management

Iain has 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders. 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

Head of Client Advisory

Matt Conradi

Head of Client Advisory

Over 10 years' experience in discretionary wealth management as a portfolio manager, advising and investing for private clients previously at Julius Baer and Merrill Lynch in London.

Articles by Matt

Charlotte Ransom

FOUNDER AND CEO

Charlotte Ransom

FOUNDER AND CEO

Over 25 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 and 2020 and awarded Wealth Manager of the Year and Woman of the year, in 2019.

Articles by Charlotte

Gerard Lyons

Chief Economic Strategist

Gerard Lyons

Chief Economic Strategist

With over 30 years’ experience as an economic strategist, Gerard is responsible for Netwealth’s macroeconomic outlook and strategy. He was previously at Chase Manhattan, Swiss Bank and Standard Chartered and between 2013 and 2016 was the Chief Economic Adviser to the Mayor of London.

Articles by Gerard