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Commenting on the findings, Netwealth CEO, Charlotte Ransom, said: “It is encouraging that the concerns highlighted have been met with a proactive response from many looking to take control of their financial futures.
"Ms Ransom launched Netwealth in May 2016...[she] provides the sector with thought leadership on issues including diversity, fee transparency, and technology. About half of Netwealth’s clients are women – double the industry average."
Gerard Lyons, chief economic strategist at...Netwealth, said that neither stimulus measures to encourage economic growth, nor tightening measures to reduce the deficit, are needed right now.
Gerard Lyons, Chief Economic Strategist at Netwealth, writes: "The Chancellor avoided squeezing the economy this year or next. Planned tax increases are being delayed until after the economy has recovered. That makes sense economically,.."
Gerard Lyons, Chief Economic Strategist at Netwealth, says: "...the government could actually make life a lot simpler for everyone by deciding that the [stamp duty] tax...is either reduced significantly or ideally eliminated."
Charlotte Ransom, CEO of Netwealth, says: clarity is key... [wealth managers] should have great technology that gives their clients a high level of transparency in terms of how their portfolios are performing and why they’re performing the way they are..."
Gerard Lyons, chief economic strategist at Netwealth, writes: "From this Easter, unlocking will be the trigger for a strong recovery. More significantly, by the beginning of next year, the economy will have rebounded to be back to where it was on the eve of the pandemic."
Sam Pitts-Tucker, Senior Client Adviser at Netwealth: It would make sense for her to think about moving £20,000 a year into Isas to minimise the impact of tax, a process that can be automated by an adviser like Netwealth.
