This is the feedback thread for the Mumsnet users who tested out the Netwealth service by either attending a session at Netwealth’s offices or by attending a Webinar from home. The service test was open and of interest to the following users:
- individuals with ISA and pension holdings
- individuals with current or future financial commitments such as school fees or care home fees
- individuals who want to make sure they have a plan in place for generating retirement income
- widows or divorcees with potentially significant capital sums who would like guidance on their finances
- individuals who have recently sold a company or inherited wealth
Here’s some more information on Netwealth and what they have to say: “Netwealth is a modern wealth manager, combining long term expertise with cutting edge technology. This leads to much lower costs as well as exceptional transparency and flexibility when it comes to savings and investments. The service provides a deeply experienced investment team, who manage investments on clients’ behalf and qualified advisers for those times when advice is needed. The modern technology creates a client experience which is both user-friendly and accessible, including the ability to set up investment goals to line up with individual savings needs, as well as giving insight into daily portfolio performance. All of this is provided at a cost which is typically a half or even a third that of traditional wealth managers. Netwealth aims to make investments a family affair by allowing investors to invite their spouse, children, siblings and friends to their Netwealth Network – with each individual retaining their own portfolio.Fees are then calculated based on the whole Network, helping reduce costs even further.”
Testers please answer the questions below:
- Did you attend the Netwealth office or the Netwealth Webinar?
- Overall how did you find the Netwealth online experience?
- What do you like most about the website and the process?
- What do you feel could be improved?
- In your opinion, who is the Netwealth service aimed at/most suitable for?
- Would you recommend Netwealth as a wealth manager to a friend or family member, and why?
Selected testers will be required to leave feedback on a thread and also fill in a short survey, all testers who do so will be entered into a prize draw where 3 MNers will win a £100 voucher each of their choice (from a list).
Thanks and good luck with the prize draw
MNHQ
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