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Thank you for registering for our 'Portfolio Check-up' session

We look forward to seeing you there.

What to expect from the event

Our in-depth presentation has been designed to provide you with clear and practical information to understand if your current investment plan will support your financial goals in the long-term.

During the event our team of qualified financial advisers will teach you how to:

  • Assess your portfolio's performance and overall health
  • Identify the right metrics and benchmarks to track progress
  • Balance risk and return to meet your financial goals
  • Diversify your investments for greater stability

Following the session, you will have a complimentary review of your portfolio with our qualified advisers. They will provide an analysis on the structure of your portfolio, the impact of its associated costs and charges, and share guidance on how best to meet your financial goals.

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Don't forget to access the planning tools

Using our online planning tools is a key part to participating in the presentation and one-to-ones, allowing you to interrogate your investments alongside our qualified financial advisers.

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

  • see if your current investment plan will achieve your long-term financial goals
  • visualise the impact of changes to tax, inflation, time horizon and different risk levels on your investments
  • 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

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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