Netwealth has the right account type for your different investment needs.
High-quality, diversified portfolios built to deliver sustainable performance in the investor’s chosen currency.
Ethically-focused investments without compromising on quality or efficiency.
Our exclusive service for families wanting to share fee and investment benefits across generations.
A vital aspect of our proposition.
Charging a fraction of the industry cost for your benefit.
Our personal pension allows you to consolidate existing pensions to save flexibly towards your retirement.
Make full use of your annual allowances.
Tax free saving for your children, up to 18 years old.
Invest in any combination of our seven portfolios. Available in GBP, EUR and USD base currencies.
Create a comprehensive investment plan together with our expert team and our powerful online service.
Plan for different outcomes and account types with our online tools.
Discuss your requirements with our advisers at no extra cost. Access guides, articles and webinars for informed decisions.
Flexible and transparent qualified advice. Pay for what you need either on a one-off or on an ongoing basis.
Details about our advice costs. Our quoted fees are already inclusive of any applicable VAT.
Our range of fixed-price advice packages, from pensions contributions to drawing down. Also inclusive of any applicable VAT.
Find your answers about investing and our service.
Our most frequently asked questions.
Schedule a phone call or a meeting with a Netwealth adviser to discuss your investment goals and how our service might suit you.
Our address, phone number and email.
Combining the best elements of a traditional discretionary service with the benefits of a technology-enhanced approach.
We believe that bespoke goals and centralised managed portfolios lead to better client outcomes.
A team of industry experts and seasoned leaders.
02 January 2019 by
