Netwealth

COMPANY TYPE

Investment Manager

Year founded

2015

METHOD OF ADVICE GIVEN

In person, Phone, Online

Netwealth is a UK-based wealth management company that provides a modern, award-winning investment and financial planning service, delivered by an established team of industry experts at substantially lower fees. We are based in central London and our senior team is led by former Goldman Sachs and J.P. Morgan executives.

The firm combines the best elements of a superior discretionary service with all the benefits of a technology enhanced approach. We have brought together a highly qualified team, a robust investment framework and a comprehensive offering. The entire Netwealth experience can be accessed online via powerful financial technology or, for those who prefer, with one of our financial advisers.

Our approach to wealth management brings several benefits to private clients:

1. Qualified financial advice available to help you plan for your unique circumstances

2. Seasoned investment management team, managing high-quality, diversified portfolios with a proven track record

3. A powerful client experience, both on and offline

4. ISAs, Pensions and General Investments Accounts available at significantly lower fees than the industry average


Advisory services offered

  • Financial Planning
  • Insurance & Protection
  • Investment Management
  • Pensions and Retirement Planning
    • Income in Retirement
  • Tax / Inheritance Tax
  • Trusts

Contacts

The Bloomsbury Building, 10 Bloomsbury Way
London
WC1A 2SL
02037954747
https://www.netwealth.com/

Meet our team

Matt Conradi Matt Conradi
Head of Client Advisory Team

Accreditations & Regulatory Status

FCA registered