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Thank you for registering for our 'Moving into 2024' session

We look forward to seeing you there.

What to expect from the event

Join our senior team as they assess this year’s market activity and discuss how it could impact your financial plans in 2024 - and learn how to potentially maximise your savings and investments next year and beyond.

  • A review of the key market and economic activity from Gerard Lyons, our chief economic strategist
  • Insights into portfolio performance from Iain Barnes, Netwealth’s chief investment officer
  • The checklist for your savings, investments and long-term plans, provided by our head of advisory, Matt Conradi
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The content of this event and complimentary review provide information only.

No financial planning advice or personal investment recommendations will be given.

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

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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