Expert financial advice, made easy
Our expert advisers offer financial advice and planning for a flat fee – book a free call to see if it's for you.
As with all investing, your capital is at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future. Nutmeg provides restricted advice. This means our advice is limited to our own products and services.
2024 Boring Money multiple award winners
A J.P. Morgan company
Managing assets for more than 230k clients
Invest in peace of mind
Facing the hurdle of a big financial decision? Our practical, expert advice can give you a boost – whether it's a plan for retirement, handling a lump sum, or you'd simply like expert help getting started with investing.
We'll weigh up your goals, your assets and your cashflow, to design a detailed financial plan. It's the map you need to make your next moves with confidence, taking life's changes in your stride.
Expert advice, for every goal
Our financial advisers are here to help you master the challenges life throws at you – including:
Retirement
To help tune up your portfolio and plan your cashflow as you near retirement, to prepare your future income
Consolidation advice
When you want to make your pensions, ISAs and other investments more transparent and efficient to manage
Investment
If you would value insights from our team of experts as you design your investment strategy
Investing a lump sum
If you have a sum to invest and want to move ahead with confidence, making the most of your allowances
Do I need paid-for advice?
If you'd like us to analyse your financial situation and design a financial plan for you to follow, that's when you'll benefit from our paid-for financial advice. If you simply have questions and would value a bit of expert guidance, our specialists are happy to talk, free of charge. If you're not sure which you need, we can start by working that out with you!
Just book a free call and let our friendly experts help.
Book a free initial callA simple flat fee
Your initial consultation call is completely free, no obligation. We'll explain your options and answer any questions we can.
If you choose to go ahead with our advice, we offer a flat fee of £575 (inc VAT). Clear. Simple. No nonsense. Click to read the full spec.
How Nutmeg can help
Relevance
Our advice is specifically crafted to meet your personal goals, your timelines and preferences
Clarity
Gain a well-defined plan for what's possible, to balance your goals, risks and returns
Confidence
Know that you're making sensible choices, preparing for the best, with measured steps
Meet our advice and guidance team
Christopher Liebetrau
Senior Wealth Manager Adviser, CFP™ Chartered FCSI
Holly Graham
Senior Wealth Manager Adviser, DipPFS
James Egan
Senior Wealth Manager Adviser, DipPFS
Shanaka Cristofoli
Senior Wealth Manager Adviser, FPFS
Matthew Smith
Wealth Manager Adviser, DipPFS
Giselle Soo
Paraplanner
Philip Nunes
Paraplanner
How financial advice can help you with your tax allowances
3 reasons to consider financial advice
Do I need a financial adviser for my pension?
As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may be subject to change in the future.
Nutmeg and J.P. Morgan Europe Limited are J.P. Morgan companies. Products provided by Nutmeg are not guaranteed by Chase.