Netwealth
Netwealth is a financial planning and investment service that offers expert advice and technology. It provides clients with information about their wealth while charging lower fees than traditional wealth managers.
- ISAs
- Pensions
- Liquid Reserves
- Junior Investing
- General Investing
- Financial Planning
- Discretionary Wealth Management
Locations
Competitors
Park Hall Financial Services has been providing tailored financial advice and services to residents, professionals, and businesses in Nottinghamshire for over 30 years.
Fiske is an independent investment management and stockbroking firm that has been operating since 1973.
Company Details
Netwealth is operated by Netwealth Investments Limited and is a Active company incorporated on 17 March 2015 with the registered office located in London, Greater London. Netwealth Investments Limited was registered 10 years ago.
Status
Active
Size
Small
Directors
8
Age
10 years old
Employees
60
Turnover
£2.58M
Total Assets
£7.79M
Cash in Bank
£6.47M
Total Liabilities
-£846K
Teams
48
23
19
7
6
4
CEO • Joined Jan 2015
Non Executive Director • Joined Oct 2024
Deputy CEO - Head Of Advisory & Client Proposition • Joined Jan 2024
Chief Financial Officer • Joined Apr 2016
Chief Operating Officer • Joined Sep 2024
Chief Marketing Officer • Joined Apr 2016
Chief Investment Officer • Joined Nov 2022
Chief Information Officer • Joined Sep 2024
Chief Operating Officer • Joined Sep 2024
People Partner • Joined Nov 2024
CEO • Joined Jan 2015
Non Executive Director • Joined Oct 2024
Chief Financial Officer • Joined Apr 2016
Chief Operating Officer • Joined Sep 2024
Chief Marketing Officer • Joined Apr 2016
Chief Investment Officer • Joined Nov 2022
Chief Information Officer • Joined Sep 2024
Chief Operating Officer • Joined Sep 2024
People Partner • Joined Nov 2024
Senior Portfolio Manager & Head Of Portfolio Construction • Joined Jan 2023
Chief Information Officer • Joined Sep 2024
Lead QA Engineer • Joined Oct 2016
Digital Marketing Lead • Joined Apr 2022
Software Developer • Joined Nov 2021
Software Developer • Joined Aug 2021
Angular Developer • Joined May 2023
Quantitative Developer • Joined Feb 2023
Senior Angular Developer • Joined Feb 2017
Senior Angular Developer • Joined Jul 2022
Senior UI Designer • Joined Jul 2024
Marketing Executive • Joined Nov 2024
Marketing Manager • Joined Feb 2023
Client Service Manager • Joined Jan 2022
Client Service Representative • Joined Apr 2024
Senior Customer Service Representative • Joined Jan 2024
Senior Client Adviser • Joined Jan 2024
Chief Financial Officer • Joined Apr 2016
Chief Investment Officer • Joined Nov 2022
Senior Portfolio Manager & Head Of Portfolio Construction • Joined Jan 2023
Quantitative Developer • Joined Feb 2023
Associate Client Financial Adviser • Joined Jan 2022
Chartered Financial Planner • Joined Sep 2022
Certified Financial Planner • Joined Jun 2023
Deputy CEO - Head Of Advisory & Client Proposition • Joined Jan 2024
Chief Economic Strategist • Joined May 2016
Dynamics Specialist • Joined May 2021
RAD/SRE Engineer • Joined Nov 2021
View 48 members