Netwealth wealth management wins Mumsnet Rated
It’s easy to put off saving for the future when talk of investments and portfolios can leave you feeling quite baffled. Even if you understand your day-to-day spending, longer-term financial planning can seem quite complex and maybe too far off to think about.
Netwealth is a modern wealth manager designed with this in mind – breaking down some of the barriers and making it much easier for people to plan for the future they want. Led by a team of experts, their user-friendly and goal-based investing tools help you to plan and track progress against financial goals. Mumsnet users tested the online planning tools and found it was very simple to invest with Netwealth. In fact, 96% of Mumsnet users would recommend the Netwealth service to their friends and family.
Who is Netwealth?
Netwealth is a seasoned advice and investment team, combined with a client-focused online service and robust investment framework. All at a much lower cost than traditional wealth managers. They offer exceptional transparency and flexibility when it comes to your savings and investments, and the online tools have been specifically developed to allow you to set up investment goals that align with your individual saving needs. If you need help with creating the best investment plan for you and your family, they have a team of qualified advisers to guide you along the way. If you have a question about your savings or how to start your financial plan, send it to their team at firstname.lastname@example.org.
What do Mumsnet users think?
We're looking to change a couple of our investments in the future and Netwealth is certainly an avenue we'll consider.
It definitely woke me up to how I should be investing for my future. I liked that you could see how and where your investments were made up so you can take an interest in the relevant companies.
It was easy to use and a great tool to work out the best strategy going forwards to make the most of your finances.
I would recommend Netwealth to friends and family members who already have investments or have a decent idea of how they intend to manage their investments and are looking at finding a more cost-effective way of doing this.
Keep in touch with Netwealth
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