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"...says Charlotte Ransom, chief executive of wealth management adviser Netwealth. 'Often, when having conversations about wealth transfer, the focus starts with housing and optimising tax-efficient investing.'"
"A survey by Netwealth in September 2020, found that a third of wealth management clients in the UK were considering switching provider, with a quarter (23%) blaming poor digital services."
"Charlotte Ransom, CEO of Netwealth, who advises predominantly high net worth women (says) "Wealth can be tied up in trusts and offshore companies. The business can be part of a partnership."
Charlotte Ransom, chief executive officer of Netwealth, said: “The pandemic has had an impact on the finances of most across the UK, so it is surprising to see such low levels of engagement with financial advisers and wealth managers who can provide much-needed support in navigating significant pressures during this complex period.”
Netwealth CEO Charlotte Ransom said that people needed to think about the long-term implications of their money, before it was too late to do something.
Charlotte Ransom, CEO of Netwealth, commented, “Encouraging people to...set up a flexible life plan to help achieve their goals will be vital to ensure people come out of the pandemic stronger and more financially resilient than before."
Gerard Lyons, Chief Economic Strategist at Netwealth, predicts that we’ll be back to pre-crisis levels of economic activity by the beginning of 2022.
Netwealth chief executive Charlotte Ransom said: “I am delighted to welcome another highly-respected investor in Stuart Rose to our current group of backers...the consistency of support from our other shareholders in this round, shows confidence in our model and recognises the strong progress to date,”
