Wealth management as it should be
Helping legal professionals with their pensions, ISAs and other investments, at a fraction of the industry cost.
The comfort of knowing that my SIPP funds are professionally managed, at considerably lower fees
Justin Rushbrooke
QC
Netwealth and legal professionals
Netwealth has extensive experience helping legal professionals with their personal finances, including savings, ISAs and pensions.
We work with different law firms and professional titles, such as The Lawyer, providing advice and investment management services.
Our services for legal professionals include
- Access to qualified financial advisers and a powerful online service 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.
Find out moreAccess our personal finance webinars
The latest insights on the economy, the markets and investing.
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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
Chief Investment Officer
Iain Barnes
Chief Investment Officer
Iain has over 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
Head of Client Advisory
Matt Conradi
Head of Client Advisory
Matt has over 15 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
FOUNDER AND CEO
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, 2021 and 2022 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
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
HEAD OF OPERATIONS AND CLIENT SERVICE
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 RachelIn the Press
Go, for example, to newish wealth management company Netwealth…
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…squarely aimed at well-off investors who want value for their money.
The Sunday Telegraph (1)
...Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager...
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