Diy Background Diy Background

Thank you for registering for our Retirement Planning Masterclass

We look forward to seeing you there.

What to expect from the Masterclass

Our in-depth masterclasses have been designed to provide you with clear and practical information to help you put an action plan in place for your retirement, looking at the key considerations and steps to create financial security in your later years.

During the session our team of qualified financial advisers will take you through

  • how to best prepare yourself for the financial and emotional factors when retiring
  • use intuitive online projection tools designed to help you visualise how long your pension assets could last
  • critical factors when initiating  drawdown, including managing your lifetime allowance and tax considerations
  • passing on your wealth: the trade-offs between tax efficiency, control and what your family needs.

Following the Masterclass you will have the opportunity to go through your personal plan and goals with one of the team in a no-obligation, one-to-one online session.

Client Adviser With Female Clientjpg

Modelling tools collage

Don't forget to access the planning tools

Using our online planning tools is a key part to participating in the masterclass, allowing you to create your own personal retirement 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

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

Access the planning tools

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

RETIRED NURSE

The Netwealth Advisory Team

Matt Conradi

Head of Client Advisory

Rachel Willox

Head of Operations and Client Service

Tom Kimche

Client Adviser

Sam Pitts-Tucker

Senior Client Adviser

Louisa Gaynor

Client Adviser

From left to right:

Matt Conradi

Head of Client Advisory

Rachel Willox

Head of Operations and Client Service

Tom Kimche

Client Adviser

Sam Pitts-Tucker

Senior Client Adviser

Louisa Gaynor

Client Adviser

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.

about media logos