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Thank you for registering for our wealth management session

We look forward to seeing you there.

What to expect from the event

Our in-depth session will focus on how discretionary wealth management can help drive efficiencies between cash, securities, and more illiquid investments such as property and private equity.

The discussion will cover:

  • Tax efficient investing and pension planning

  • Lining up investing with your individual financial goals

  • The role of financial technology in planning and cost-effective investing

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Don't forget to access our online investment service

Engage with our online wealth planning tools, find out more about our portfolios and speak with advisers at any time.

Once registered, you will be able to:

  • Set different financial goals such as saving for a property, school fees or retirement
  • See if your current pension contributions will last your retirement
  • Visualise the impact of changes to tax, inflation, time horizon and different risk levels on your wealth
  • Open an account with Netwealth,  such as a pension, ISAs or general investment accounts in three currencies and different risk levels

Access online investment service

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


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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