Our in-depth masterclass has been designed to provide you with clear and practical information to help you put an action plan in place for tax-year end, looking at the key considerations and steps to maximise the existing opportunities.
During the session our team of qualified financial advisers will take you through
Following the Masterclass you will have the opportunity to go through your own check-list and goals with one of the team in a no-obligation, one-to-one online session.
Access MyNetwealth to engage with our online wealth planning tools,a key part to participating in the masterclass. These allow 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
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.
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.
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.
Institutional-grade security: all clients assets are separately custodied and ring-fenced.