A £500,000 pension pot may sound like a lot, but the decisions you make around your pension and other investments can make a huge difference to your retirement.
During this session we will demonstrate how you can build a truly resilient plan and focus on helping your pension to grow meaningfully before you do retire, and maximising its potential when you do.
As part of this masterclass you will receive a 30 minute complimentary 1-1 session with a qualified adviser to check if your current retirement plans are on track to provide you with a lasting income. Book your session here:
Matt Conradi, Head of Client Advisory, NetwealthMatt heads up the Client Advisory team, which focusses on helping clients to plan for their financial futures and navigate investment markets. He has over 14 years' experience in wealth management as a portfolio manager and financial planner. Prior to joining Netwealth in 2016, Matt was a Director and Portfolio Manager at Julius Baer and Merrill Lynch, advising and investing on behalf of high and ultra-high-net-worth clients. Matt read Economics at Durham University and is a CFA charterholder.
Tom Kimche, Senior Client Adviser, NetwealthTom is a Chartered Financial Planner with over 10 years’ experience advising high-net-worth private clients, having previously worked at a large-scale wealth manager, where he managed client relationships and provided specialist advice across investments, pensions and tax. Tom joined Netwealth in 2018 and helps clients plan how to best invest for their future and structure their assets. He is a Fellow of the Personal Finance Society and was recognised by Citywealth in their 2018 Future Leader awards.
At Netwealth, we have extensive experience helping finance professionals to plan and manage their personal finances, and those of their family. We are an established partner of leading industry body ICAEW, providing members with education, advice, and investment management services. We combine a comprehensive investment offering, advanced technology and qualified advisory team to help our clients make the best investments decisions - all at a fraction of the industry cost. Our online planning tools make planning financial goals uncomplicated, adjusting the variables to visualise the impact on your finances and realise all your accounts in one screen.
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The opinions expressed by external speakers in this webinar are, by their nature, those of the speaker. They are not necessarily endorsed by ICAEW, nor do they reflect the official policies and views of ICAEW or its members. For further terms and conditions please visit https://www.icaew.com/icaew-policies/event-terms-and-conditions.
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