Our offering
A modern financial planning and investment service, led by experts and supported by the latest technology
An award winning client experience
Working with Netwealth
All Netwealth clients have access to an experienced team of investment managers, financial advisers and a dedicated client service team.
For those who would like more proactive support, our advised service provides regular, ongoing financial planning and reviews.
Core
- Invest in fully managed portfolios via pensions, ISAs or general investment accounts (GIAs)
- Access qualified advisers for information and guidance
- Pay for advice if needed
Advised
- The Core wealth management service combined with ongoing qualified advice
- Regular reviews with a dedicated adviser
- Proactive updates to your financial plan
Netwealth offers advice restricted solely to our services. We do not consider the whole of the market, nor offer advice in relation to tax compliance, insurance products, or the transfer of defined benefit pensions.
Book A Call With An Adviser
Description |
Core |
Advised |
| Professional investment management | ✔ | ✔ |
| Financial guidance provided by qualified advisers | ✔ | ✔ |
| Access to wealth tracking and planning tools | ✔ | ✔ |
| Fully regulated advice | ✔ | |
| Bespoke financial plan with recommendations around investing and tax efficiencies | ✔ | |
| Semi-annual reviews with your dedicated adviser | ✔ | |
| Invitation to exclusive client events | ✔ | ✔ |
| Access to webinars, articles and research from the investment and advisory teams | ✔ | ✔ |
Pensions
Set up a new pension or consolidate existing ones and save flexibly towards the future.
Find out moreISAs
Make full use of your annual allowances and benefit from tax-free investing for you and your family.
Find out moreGeneral Investing (GIA)
Invest in any combination of our portfolios. Available in GBP, EUR and USD base currencies.
Find out moreJISAs
Regular savings that could provide a financial boost in the future for your children.
Find out moreCharities, Trusts and Corporate accounts
Benefit from an expert team, lower fees and a service designed around your organisation's needs, with secure access for all trustees and directors.
Find out moreSocially responsible investing and currency options
Socially Responsible Investing (SRI)
At Netwealth, we feel strongly that investors should be able to choose to reflect their ethical considerations without compromising on the calibre of an investment proposition. Our SRI portfolios invest in companies and funds who work to protect the environment and have high social and governance rankings.
And all without compromising your potential returns. We are confident that a Netwealth SRI offer is compelling for our clients: combining ethics, quality and efficiency.
Invest with different currencies
We enable you to invest in portfolios across GBP, Dollar and Euro denominations, helping you benefit from global market opportunities while managing currency risk. These portfolios are diversified and built to manage both interest rates and market fluctuations, providing you with a strong foundation for long-term success.
Find out more