Netwealth Investments Limited
Netwealth Investments Limited
Trading as: Netwealth
#09493628 • Active
B2cServices
Netwealth is a technology-driven wealth management firm that provides cost-effective investment management and financial planning services. They focus on delivering high-quality, diversified portfolios and personalized advice to help clients achieve their financial goals.
Founded: 17/03/2015
Industries: Fund management activities
Website: https://netwealth.com
Phone: Subscribe to view
Email: Subscribe to view
Location: London
Products
- General Investment Portfolios
- Isas
- Junior Investing Accounts
- Personal Pensions
Services
- Discretionary Wealth Management
- Financial Planning
- Investment Advice
Financial Snapshot
Last accounts made up to 31 March 2024
Next accounts due 31 December 2025 (7 months)
Cash in Bank £7.19m
↓ -9%
Turnover £1.92m
↑ 20%
EBITDA -£7.41m
↓ 17%
Total Liabilities £0.78m
↑ 43%
Employees 59
↑ 34%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Tracy Marie Blackwell | Director | 10/10/2024 | Irish | 57 years |
| Matthew Hammond Conradi | Financial Adviser | 16/05/2024 | British | 39 years |
| Eva Sanchez | Solicitor | 03/07/2023 | British,spanish | 58 years |
| Edward Henry Bonham Carter | None | 21/06/2018 | British | 65 years |
| Michael Hans Hartweg | Company Director | 25/02/2016 | German | 52 years |
| Thomas Salter | Investment Manager | 01/06/2015 | British | 50 years |
| Charlotte Phoebe Ransom | Director | 17/03/2015 | British | 60 years |
Role:
Director
Appointed:
10/10/2024
Nationality:
Irish
Age:
57 years
Role:
Financial Adviser
Appointed:
16/05/2024
Nationality:
British
Age:
39 years
Role:
Solicitor
Appointed:
03/07/2023
Nationality:
British,spanish
Age:
58 years
Role:
None
Appointed:
21/06/2018
Nationality:
British
Age:
65 years
Role:
Company Director
Appointed:
25/02/2016
Nationality:
German
Age:
52 years
Role:
Investment Manager
Appointed:
01/06/2015
Nationality:
British
Age:
50 years
Role:
Director
Appointed:
17/03/2015
Nationality:
British
Age:
60 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Thomas Salter | Significant Influence Or Control | 06/04/2016 | British |
| Charlotte Phoebe Ransom | Right To Appoint And Remove Directors | 06/04/2016 | British |
Thomas Salter
Nature of Control:
Significant Influence Or Control
Notified On:
06/04/2016
Nationality:
British
Charlotte Phoebe Ransom
Nature of Control:
Right To Appoint And Remove Directors
Notified On:
06/04/2016
Nationality:
British
Financial Accounts
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Charges
No charges registered
Properties
No property information available
Grants
No grant information available
Group Structure
No group structure information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 27/03/2025 | Confirmation Statement | Confirmation Statement With Updates | View (13 pages) |
| 06/01/2025 | Address | Change Registered Office Address Company With Date Old Address New Address | View (1 page) |
| 19/12/2024 | Accounts | Accounts With Accounts Type Full | View (35 pages) |
| 10/12/2024 | Capital | Capital Allotment Shares | View (3 pages) |
| 26/11/2024 | Capital | Capital Allotment Shares | View (3 pages) |
| 10/10/2024 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 17/07/2024 | Capital | Capital Allotment Shares | View (3 pages) |
06/01/2025 Address
Change Registered Office Address Company With Date Old Address New Address