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
14th January 2026
News
Is it worth consolidating my pension?
Whether you have all your pension information, or if you have recently found all your pensions using our quick ‘How to’ steps, now’s the time to explore your next move.
14th January 2026
Market Updates
Market Update - 14th January 2026
Over in Iran, what started as anger over the sharp collapse of the Iranian rial has broadened into a wave of dissatisfaction with the country’s leadership more generally, with protests and fatalities characterising the past few weeks.
12th January 2026
Weekly Market Summaries
Week ending 9th January 2026
This week in China, headline CPI for December rose 0.8% year-on-year, while core inflation - excluding volatile categories such as food and energy - held at 1.2%. Although core inflation reached its highest level in 20 months, it remains below policymakers’ 2% target, suggesting that underlying price pressures are still relatively subdued.
