Legal Pros Background Legal Pros Background

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 more

Access our personal finance webinars

The latest insights on the economy, the markets and investing.

Access Now

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.

Meet the Team

Iain Barnes Iain Barnes

Iain Barnes

Head of Portfolio Management

Iain Barnes Iain Barnes

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 Matt Conradi

Matt Conradi

Head of Client Advisory

Matt Conradi Matt Conradi

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 Charlotte Ransom

Charlotte Ransom

FOUNDER AND CEO

Charlotte Ransom Charlotte Ransom

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 Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard Lyons Gerard Lyons

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
Rachel Willox Rachel Willox

Rachel Willox

HEAD OF OPERATIONS AND CLIENT SERVICE

Rachel Willox Rachel Willox

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 JPMorgan

Articles by Rachel

In the Press

Go, for example, to newish wealth management company Netwealth…

Logo Ft Text Logo Ft Text

…squarely aimed at well-off investors who want value for their money.

The Sunday Telegraph The Sunday Telegraph

...Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager...

Logo Cityam Color Logo Cityam Color