If you’re ready to take control of your financial future, our Wealth Services team are here to guide you every step of the way.
With investing, your capital is at risk.
We have the expertise and experience to assist in a wide range of situations; and most commonly help clients when they:
We understand that individuals with significant wealth can often benefit from an integrated approach when it comes to managing their finances and investments. Historically, this has meant seeking support from expensive wealth management services or Independent Financial Advisors (IFAs), who tend to charge a hefty percentage premium for anything approaching a personal service. That’s where Nutmeg is different. We provide our clients with outstanding guidance, support & benefits; all included in the standard management fee. Everyone is entitled to understand how to make the most of their money.
You'll always be able to see clearly your portfolio performance, asset allocation and fees.
Because life can be unexpected, we'll be available whenever you might need support to adapt your plans or even make brand new ones.
We'll be honest and objective about your financial situation and will never recommend products that won't help you to achieve your future goals.
We’ve helped thousands of clients to get the help they need, but we’ll always treat you as the individual you are.
Wealth management is about using a holistic approach to address the needs of affluent clients. We will get to know your financial position and what your future goals and life plans are, to provide tailored guidance to achieve those goals. This may include financial advice, assessing risk and timeframes, and maximising your pension and ISA allowances.
Capital at risk. Tax treatment depends on your individual circumstances and may change in the future.