Charlotte RansomNetwealth was launched four years ago by bringing together a team of seasoned wealth management professionals and combining this expertise with powerful modern technology. Our clients have always been able to access the service in whichever way suits them best – whether that is speaking or meeting with a qualified adviser or client service professional, or whether their preference is to work with us fully online.
|
![]() |
Iain BarnesIt has been a challenging time for markets over the past couple of months, as traders and investors around the world have tried to understand the implications of the virus and the various efforts to mitigate its impact on health and economies.
|
![]() |
Matt ConradiAs the pandemic and subsequent market reactions have unfolded. our team of advisers have been providing updates on markets and portfolios through webinars and e-mails. This helps clients to keep abreast of the latest developments and how our team is helping them to stay on track to achieve their goals. We have always offered meetings by video call and phone and this capability has allowed us to provide a seamless level of support to clients as they assess whether or not the current environment should result in any adjustments to their financial plans.
|
![]() |
Rachel WilloxOur clients naturally have many questions but are reassured that it is business as usual at Netwealth. While the team are all working from home, our client service phone line has been operational throughout and clients can communicate with us via email, message centre or phone in the same way they always have.
|
![]() |
Chris ArnoldNetwealth is a cloud-first company. When the lockdown was announced, our office-based employees simply picked up their laptops and VoiP phones and went home. Our active decision to build on a decentralised technical infrastructure from day one has been a key enabler in our continued ability to create and deploy software that supports both our clients and our employees.
|
![]() |
Please remember that when investing your capital is at risk.