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Wealth services

Combining online investment and financial advice to turn your potential into reality.

Could we help you?

We have the expertise and experience to assist in a wide range of situations; and most commonly help clients when they:

  • Are faced with significant financial decisions, such as making plans for a lump sum.
  • Have accrued wealth over time, and are looking for guidance about how to manage this.
  • Are starting to accumulate wealth quickly, and want to plan ahead.

What will we do for you?

  • Help you to make the most of your money across your ISA and pension allowances.
  • Review the right risk levels and timeframes to achieve your goals.
  • Help prioritise your goals to suit your life stage.
  • Help you prepare your finances for life after work.
  • Guide you through potential risks you face, and opportunities that may arise.

Nutmeg's modern approach to wealth management

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.

Changing the rule book

Transparent

You'll always be able to see clearly your portfolio performance, asset allocation and fees.

Flexible

Because life can be unexpected, we'll be available whenever you might need support to adapt your plans or even make brand new ones.

Honest

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.

Individual

We’ve helped thousands of clients to get the help they need, but we’ll always treat you as the individual you are.

What is wealth management?

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.

Find out how Wealth Services could help you