Do you have any views on the "Netwealth" platform for Isas or pensions?

02 September 2021

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Question by Nick

Hello Do you have any views on the "Netwealth" platform for Isas or pensions? They look professional and low cost. They allow a network of investors (eg family) for cheaper costs, with a blend of human and robo guidance either hourly or ongoing. However, I didn't see anything about them on the boring money website. Regards


Answered by Helene Collins

Hello Nick

Thanks for your enquiry. I would suggest you access the Financial Conduct Authority first of all to confirm that they are a regulated body in the UK. If you are keen to invest without taking advice and have other investors who wish to invest as part of a group then this platform may be able to provide a suitable way for you to do this. Unfortunately I am unable to provide you with a personal view of this platform.

Regards

Answered by

Helene Collins

Independent Financial Planner

An Independent Financial Adviser since 1985 with a holistic approach to financial planning, Helene is also a specialist in Equity Release and Lifetime Mortgages. She is a real advocate for the importance of protection insurance after some family circumstances only served to reinforce her belief that the need for critical illness cover protection is as important today as it ever has been, despite the advances in medical science. She also finds that people spend a lot of time planning their holidays, but don’t spend the same amount of time planning for retirement! Which of the two of these topics will provide the longest holiday of someone’s life!? Helene really enjoys speaking with people and helping them to plan their retirement, protect their families and look at how they could improve their savings to enhance their lifestyle