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Thank you for registering for our Investment 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 understand if your current investment plan will support your financial goals in the long-term.

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

  • how to know if your current portfolio mix supports your future objectives
  • how to identify unexpected risks hiding in your portfolio before they impact your plan
  • factors you should be controlling as an investor, including fees and charges
  • available technology that provides you detailed insights to your portfolio and investment plans.

Following the masterclass, you will have a complimentary review of your portfolio with our qualified advisers. They will provide an analysis on the structure of your portfolio, the impact of its associated costs and charges, and share guidance on how best to meet your financial goals.

Client Adviser With Female Clientjpg

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Don't forget to access the planning tools

Using our online planning tools is a key part to participating in the masterclass, allowing you to interrogate your investments alongside our qualified financial advisers.

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

  • see if your current investment plan will achieve your long-term financial goals
  • visualise the impact of changes to tax, inflation, time horizon and different risk levels on your investments
  • 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

Netwealth client

The Netwealth Advisory Team

Matt Conradi

Head of Client Advisory

Rachel Willox

Head of Operations and Client Service

Tom Kimche

Client Adviser

Sam Pitts-Tucker

Senior Client Adviser

Louisa Gaynor

Client Adviser

From left to right:

Matt Conradi

Head of Client Advisory

Rachel Willox

Head of Operations and Client Service

Tom Kimche

Client Adviser

Sam Pitts-Tucker

Senior Client Adviser

Louisa Gaynor

Client Adviser

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.

Seasoned investment team looking after your pension.

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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