Compare The Platform: Netwealth

/Netwealth

Netwealth

Netwealth is an online discretionary provider with financial planning tools to help investors. Customers can also access full financial advice. A very broad range of accounts is available and offered in pounds, dollars and euros. To get started investors choose their investment objective, account type and risk level. The app doesn’t help investors define their attitude to risk, but it sets out who each risk level is suitable for with examples of returns and full details of holdings.

Netwealth is all about networks. Once an investor has committed the minimum investment, they can invite up to 7 people to join their network. Joining the network drops the minimum investment to £5,000 and fees are charged on the total network portfolio amount, allowing everyone in the network to benefit.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
Junior account also available.
Research, Tools and Information

Advice, help and contact

Email and telephone. Investors can book calls with advisers.

Learning

Knowledge centre with webinars, articles, videos and more.

Tools

Financial planning tools, fee calculators and more.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
£50,000-£249,9990.65%
£250,000-£499,9990.50%
£500,000+0.35%
Average underlying fund charges0.30%
Average trading costs0.05%

Minimum Investments

Lump-sumTop-upsMonthly
£50,000. Drops to £5,000 if you're invited by an account holder.

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
5.0
5.0
2.0
4.0
Great product range Useful knowledge centre with detailed webinars and other educational resources.Competitive at higher tiers. Network concept is a good idea as it allows groups of people to benefit from lower fees.Great product range, effective guidance and unique charging system that benefits multiple members. Access to advice.