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
Matt Conradi
Deputy CEO and Head of Advisory & Client Proposition
Charlotte Ransom
Founder and Chief Executive Officer
Gerard Lyons
Chief Economic Strategist
Rachel Willox
HEAD OF OPERATIONS, CLIENT SERVICE AND PRODUCT
In 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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