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Thank you for registering for 'Planning your wealth in 2024'

We look forward to seeing you there.

What to expect from this session

Get expert answers to the financial planning questions that matter to you.

The new year is a great time to get your finances in order. Whether you want to simply understand your current financial position or how to put your money to work for the future, there are a number of considerations when it comes to a financial health check.

Join our team for this live webinar and ask them the questions you have around managing your money and planning your finances to ensure a secure and comfortable future. Topics to be discussed include:

  • Is more or less risk needed to prepare for the future?
  • How to plan ahead for an enjoyable retirement
  • Actions to help make your pension resilient against volatility
  • Preparing your portfolios for long-term gain

We encourage you to submit questions ahead of the session for our team to build these into the conversation. All questions are kept anonymous. If you have any questions please email us at

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Don't forget to access the planning tools

Using our online financial planning tools is a key part to participating in the masterclass, allowing you to create your own personal financial plan alongside our qualified financial advisers.

During the session you will be shown how to make the most out of the tools, enabling you to

  • visualise the impact of changes to tax, inflation, time horizon and different risk levels on your plans
  • see if your current pension contributions will last your retirement
  • create multiple account types such as pension, ISAs or general investment accounts in three currencies

Access the planning tools

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


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.

Experienced investment team looking after your savings and investments.

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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