Plan and invest with an award-winning team

                                             

Discuss with qualified financial advisers

Our team of advisers help you get started or consider key life events including retirement or school fee planning.

Plan with our powerful financial tools

Use our intuitive tools to understand your current circumstances and plan for your financial goals.

Access expert investment management

Our team invests in high-quality, globally diversified portfolios and has consistently outperformed the peer group.

Your personal financial planner and investment service

Developed by our financial and technology experts, our service allows you to plan for your wealth, invest in high-quality portfolios and work with qualified advisers at any time. It's the best combination of human expertise and modern technology.

I’m going to be having a play around with it...

John Stepek, Bloomberg Wealth

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Meet the Team

Iain Barnes Iain Barnes

Iain Barnes

Chief Investment Officer

Iain Barnes Iain Barnes

Iain Barnes

Chief Investment Officer

Articles by Iain
Matt Conradi Matt Conradi

Matt Conradi

Deputy CEO and Head of Advisory & Client Proposition

Matt Conradi Matt Conradi

Matt Conradi

Deputy CEO and Head of Advisory & Client Proposition

Articles by Matt
Charlotte Ransom Charlotte Ransom

Charlotte Ransom

Founder and Chief Executive Officer

Charlotte Ransom Charlotte Ransom

Charlotte Ransom

Founder and Chief Executive Officer

Articles by Charlotte
Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Articles by Gerard
Rachel Willox Rachel Willox

Rachel Willox

CHIEF OPERATING OFFICER

Rachel Willox Rachel Willox

Rachel Willox

CHIEF OPERATING OFFICER

Articles by Rachel

Smaller fees can make a massive difference

Pay 1% less in annual fees and see what those savings could be worth over time:

1% fee saving on £250k for 20 years = £111k.
That’s 4-5 years of extra retirement income.

1% fee saving on £500k for 10 years = £73k.
That’s 4 years of private school fees.

1% fee saving on £1m for 5 years = £60k.
That’s almost a deposit on a first home.

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The Netwealth Network

Invite up to nine additional family members or friends to your network and drive fee benefits for the whole group. Intergenerational investing: a win for the whole family.

Setting up a network is incredibly easy. In our case, three generations benefit from lower fees, while our individual accounts remain private.

NELL BUTLER, NETWEALTH CLIENT

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An award-winning service

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

Investment Performance Growth Portfolios

PAM Awards

Finalist 2024

In the Press

…squarely aimed at well-off investors who want value for their money.

The Sunday Telegraph (1) The Sunday Telegraph (1)

...Netwealth’s straightforward technology and emphasis on lower fees has attracted clients looking for something new in the sector.

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 …Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…

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