Netwealth

Find out what is relevant to you after this week's Budget. Netwealth's Charlotte Ransom and Gerard Lyons join Jon Connell from The Knowledge as they provide their initial thoughts and analysis of the Budget. This exclusive webinar will break down the key announcements and explore their potential impact on markets, taxation, and your savings and investments. So join us on Friday 1st November, 1pm for what promises to be a sharp and valuable take on the Budget's outcome for UK savers and investors. Register for free here: https://lnkd.in/eBqnRM5q

Our CEO Charlotte Ransom comments in This Is Money about the potential impact on pensions if their tax treatment is changed as a result of the Budget. https://lnkd.in/gzK-ih-c #retirement #wealthmanagement

Join us for this webinar in association with The Times where the expert panel dissect the Budget outcome - and run through everything you should know to help you turbocharge your savings. Tuesday, 12th Nov, 12pm. Register for free: https://lnkd.in/e8MFCx27 #wealthmanagement #retirement

Our CIO Iain Barnes writes about the potential impact for markets with the US election taking place on 5th November. https://lnkd.in/etqhMjrE #investing #US

Our deputy CEO Matt Conradi, CFA is profiled again in Citywire Wealth Manager and talks about the industry and building a business that helps investors achieve their goals more efficiently. https://lnkd.in/egGWaBYx #wealthmanagement #financialplanning

New board member Tracy Blackwell, CEO of Pension Insurance Corp, brings deep pension, regulatory and investment management insights. Very excited by Tracy joining for Netwealth's next big phase!

Our CEO Charlotte Ransom helps a couple to assess how they can reduce the tax they will pay on their pension in her latest column for The i paper. https://lnkd.in/e9-R6sYy

I am delighted to announce that I am joining Netwealth as a non Executive Director. I am both a happy client and an investor, so am only too thrilled to be able to help on the next stage of the journey. And I am hugely looking forward to working with the fabulous Charlotte Ransom again as she continues to build this fantastic business. Netwealth is a modern wealth manager - we have deliberately kept the best bits of a traditional wealth manager (the human bit), and paired that with great proprietary technology, which means a service that is at least as good as any traditional wealth manager, with better technology, at a much lower cost - so no compromise. We have scale and an impressive track record - we are now looking after assets of over £1bn and have 8 years of track record. This means we have been tried and tested through significant periods of volatility and can demonstrate our outperformance versus the peer group. We save clients £1000s in unnecessary fees - on average, clients save 1% per annum in fees when they move from a traditional provider to us. Often, they are unaware of the full all in costs they are paying, regardless of their background. But: a 1% annual fee savings compounds to ~14% over 10 years. We also offer the Netwealth Network which remains unique in the UK - this service is used by 75% of our clients who can add up to 9 family members to their Network. It is principally used to add spouses, young adult children and sometimes elderly parents. Since it is the aggregate assets that drives the fee, it is the ideal way for families to build economies of scale. I am very excited to be joining for the next stage of growth!!

Our chief economic strategist Gerard Lyons was interviewed by James. Naughtie on BBC Radio 4 ‘The World This Weekend’ re the Chancellor’s options. 11:45-13:53 mins https://lnkd.in/eEfaKbXy

Find out how you could boost the value of your pension to help you retire more comfortably. https://lnkd.in/eZeP64JJ #retirement #financialplanning