Wealth management as it should be
Expert financial advice and investment management powered by the latest technology, at a fraction of the industry cost
FIND OUT MOREHow Netwealth helps you build and protect your wealth
"I am delighted with Netwealth. It has all been so simple, especially so when you are used to bureaucracy on a gargantuan scale when dealing with others."
Clare Maurice
Lawyer
" The Netwealth service has provided me with financial peace of mind, with its very low charges and user friendly access to my account. "
Ina Machen
Retired nurse
" Gives me greater transparency at considerably lower fees than traditional providers and the comfort of knowing that my SIPP funds are being professionally managed."
Justin Rushbrooke
QC
A modern service designed with you in mind
Netwealth has designed a wealth management service to respond to the needs of modern investors. Because they are inextricably linked, we help you meet not just your financial objectives, but your personal goals.
To achieve these aims we provide the right advice to ensure you stay on track, the right tools to help you realise your vision and the right investment options, including responsible investing, to help you make choices that better align with your personal circumstances.
As your life changes we help you adapt, as your goals evolve we help you to meet them.
Netwealth at a glance
Make a difference you can measure
Qualified financial advice
Qualified client advisers help you efficiently plan ahead, invest appropriately and avoid costly mistakes.
High-quality investing
Adapt to a changing investment environment with globally diversified, high-quality portfolios managed by an experienced team.
Powerful online service
Get incredible clarity and control while effortlessly planning ahead and managing your investments.
Lower fees
You could have much more money to spend with our all-in fees a fraction of traditional wealth management providers.
Meet the Team
Iain Barnes
Chief Investment Officer
Matt Conradi
Deputy CEO and Head of Advisory & Client Proposition
Charlotte Ransom
Founder and Chief Executive Officer
Gerard Lyons
Chief Economic Strategist
Rachel Willox
HEAD OF OPERATIONS, CLIENT SERVICE AND PRODUCT
An award-winning service
Digital Wealth Solution
PAM Awards
RUNNER-UP 2018
Investment Performance Growth Portfolios
PAM Awards
Finalist 2024
Emerging Manager
PAM Awards
WINNER 2019
Best Adoption of Technology
Professional Adviser Awards
RUNNER-UP 2020
Investment Performance Cautious
PAM Awards
Finalist 2021
Most Innovative Wealth Management Firm
International Investor
Winner 2022
The Netwealth Network
Invite up to 7 people to join your Network and enjoy the benefits of economies of scale. The minimum investment amount drops from £50,000 to £5,000 for Network members, and fees for the whole Network are calculated on the total amount invested by all members. Accounts remain independent, allowing each member of your Network to pursue their own unique financial goals whilst enjoying the benefit of lower collective fees.
Watch the video to see how this works in practice.
In the Press
…squarely aimed at well-off investors who want value for their money.
The Sunday Telegraph (1)
...Netwealth’s straightforward technology and emphasis on lower fees has attracted clients looking for something new in the sector.
FT
…Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…
City A.M.
