Schedule a phone call or a meeting with a Netwealth adviser to discuss your investment goals and how our service might suit you.
To become a Netwealth client you need a minimum investment of £50,000 (you can open a GIA, ISA or Pension account)
Planning for the future can help you make more informed decisions and increase the chances of achieving your goals. Our online tools and resources can provide you with the information you need, or you can work with our team of advisers to get started and build a comprehensive plan.
Intuitive online tools let you build a financial plan for each of your goals and account types.
Review how much you should save and understand the impact of changes in tax, inflation, time horizon and risk level.
Our team of advisers can help you get started or discuss key life events such as retirement or school fee planning.
Access our guides, personal finance articles, webinars and events to learn more about making the most of your investments.
Our team provides you with advice and recommendations on how to invest and structure your savings, building your unique financial plan.
Discuss your needs at our central London offices or work with the team through video conference and over the phone.
We have a range of tools to help you build and implement your own financial plan.
When investing your capital is at risk
Many of our clients do not require financial advice but benefit from being able to discuss their needs and requirements with our advisers who can provide information and guidance at no extra cost.
Discuss your current arrangements and understand how they translate into the Netwealth service.
If you would like to receive specific advice and recommendations, you can opt for our financial advice service.Book a call with an adviser
Financial markets and planning can seem daunting and the industry is filled with jargon. Our resources and technology are designed to help you understand the options available so that you can make informed decisions yourself.
Our guides, articles and webinars cover important topics such as retirement planning and the key principals of investing, as well as our latest views on economies and markets around the globe.Access our online resources
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: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
The table below lays out the fees that are applicable if you elect to receive advice relating to your investments from a qualified Netwealth adviser. Fees quoted are already inclusive of VAT.
|One-off Advice||£125 per hour, subject to a minimum of £250|
|Ongoing Advice||0.2% per annum on the value of your Account, subject to a minimum of £1,000 per annum|
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 pension transfers including safeguarded benefits. If you would like a fuller assessment of your overall financial situation, would like tax or estate planning advice, are unsure as to any aspect of financial, law or tax in relation to your individual circumstances and requirements, or are unsure about anything with respect our service you should seek independent advice.
Online planning tools designed to help you choose the right portfolios for each of your financial goals
Meet with expert financial advisers and get advice on how best to invest for the future
Meet with and hear our specialists' views on the economy and financial markets