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
1st September 2025
Weekly Market Summaries
Week ending 29th August 2025
As shown in the table, it was a mixed week for markets. It was a shortened trading week in the UK, with markets closed on Monday for the bank holiday. US markets also saw light volumes ahead of the long weekend with markets closed for Labor Day on Monday 1st September.
29th August 2025
News
Navigating Retirement: The Pension Schemes Bill, Default Traps, Guidance and Advice
The journey to retirement, once a relatively straightforward path, has become increasingly complex, particularly since the advent of pension freedoms in 2015.
29th August 2025
News
Top tips for those thinking about retirement
Planning how to pay for retirement is one of the biggest financial decisions people make. It is important for individuals to understand all the options, make informed decisions, and avoid making expensive mistakes with their hard-earned savings. To help with this, see our top tips below for those who are thinking about retirement.
1st September 2025
