Planning for the
future you deserve
my wealth private offers investment advice to employees of many of the UK’s leading companies and pension scheme members to help them understand their personal financial situation, whether they’re saving for their future, or looking how best to make the most of their income at the point of retirement.
26,000 invested clients
Over 20 years' experience
£3bn+ assets under management
Managing your money
We can help you manage your money by creating a tailored investment strategy to meet your personal objectives that is flexible enough to adapt to your changing needs.
We recognise that everyone is different so as part of this service, we create bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions.
Retirement planning
With so many different financial options available at retirement, it is now more important than ever that you have the right knowledge to make informed decisions.
We offer expert guidance and advice on retirement income options such as annuities, drawdown or a combined approach. Whatever help you require, we’ll consider your personal circumstances and attitude to risk to help you make the right choices for your retirement.
“When financial education and guidance sessions started to be offered through work, this massively helped me to understand how I was going to achieve my goals.”
Retired BT employee
Latest news
16th July 2025
my wealth private
News
Market Overview
‘Ten Days That Shook the World’ is the famous title of John Reed's eyewitness account of the 1917 Russian Revolution, but not to be outdone, Donald Trump shook the world in 7 days with his ‘Liberation Day’ trade tariffs announcement on Wednesday 2 April 2025.
16th July 2025
Market Updates
Market Update - 16th July 2025
Market performance thus far this week has been fairly muted with investors waiting in anticipation to digest a slew of economic data.
15th July 2025
News
Targeted support could offer great support for savers
The Financial Conduct Authority (FCA) has announced plans to allow firms to offer targeted support to help individuals with their pensions and investment decisions by providing ‘suggestions to groups of consumers with common characteristics’.
