Everett Macleod Ltd

At Netwealth, we believe that investing should be simple, transparent, and accessible to everyone. Our mission is to provide a superior wealth management service that combines the expertise of a traditional discretionary service with the benefits of cutting-edge technology, all at a fraction of the industry cost. We achieve this by offering a range of services designed to help our clients achieve their financial goals, whether that's saving for retirement, building wealth, or simply making informed investment decisions.

Our Services

Our services are tailored to meet the diverse needs of our clients, and we offer a range of account types to suit different investment goals and preferences. From high-quality, diversified portfolios built to deliver sustainable performance in the investor's chosen currency to socially responsible investing that prioritizes ethics without compromising on quality or efficiency, we have the right account type for every investor.

Our exclusive network, The Netwealth Network, allows families to share fee and investment benefits across generations, making it an attractive option for those looking to pass on wealth to future generations. We also offer a range of financial planning tools, including planning for different outcomes and account types with our online tools, guidance and resources, and flexible, transparent qualified advice.

One of the key strengths of our service is our security. We take the protection of our clients' assets extremely seriously, and we use robust systems and processes to ensure that their investments are safe and secure. Our fees are also highly competitive, charging a fraction of the industry cost for our clients' benefit.

Our Products

We offer a range of products to help our clients achieve their financial goals. Our pensions allow individuals to consolidate existing pensions and save flexibly towards their retirement, while our ISAs enable individuals to make full use of their annual allowances. We also offer junior investing options for those saving for their children's education or other long-term goals, as well as general investing options for those looking to invest in a combination of our seven portfolios, available in GBP, EUR, and USD base currencies.

Financial Planning and Advice

At the heart of our service is our commitment to financial planning and advice. We believe that a comprehensive investment plan is essential for achieving financial success, and our expert team works closely with our clients to create a personalized plan that meets their unique needs and goals. We use powerful online tools to help our clients plan for different outcomes and account types, and our qualified advisers provide guidance and resources to help them make informed decisions.

We also offer flexible and transparent qualified advice, allowing our clients to pay for the advice they need, whether on a one-off or ongoing basis. Our advice fees are transparent and already inclusive of any applicable VAT, and we offer a range of fixed-price advice packages to suit different needs and budgets.

Our Team

At Netwealth, we're proud of our team of industry experts and seasoned leaders, who have a deep understanding of the wealth management industry and a passion for delivering exceptional client service. Our team includes Iain Barnes, our Chief Investment Officer, who has over 20 years of investing multi-asset portfolios at Netwealth, UBS, and Schroders, and experience with institutional and high-net-worth clients across active and passive strategies. We also have Matt Conradi, our Head of Client Advisory, who has over 15 years' experience in discretionary wealth management as a portfolio manager, advising and investing for private clients at Julius Baer and Merrill Lynch in London.

Contact Us

If you're interested in learning more about our services and how we can help you achieve your financial goals, please don't hesitate to get in touch. We'd be delighted to discuss your requirements and answer any questions you may have.