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
2nd December 2025
News
Tips to navigate festive financial pressures
“Managing money during the festive season can be challenging, but careful planning could make it possible to enjoy the holidays without getting into debt.” says Jonathan Watts Lay, Director, WEALTH at work.
1st December 2025
Weekly Market Summaries
Week ending 28th November
U.S. markets ended the holiday-shortened week on a strong note, supported by a combination of encouraging Federal Reserve commentary and softer economic data that reinforced expectations for a December interest rate cut.
26th November 2025
News
Budget 2025: What individuals need to know as they consider their financial future
“We’re on the brink of a generation retiring without sufficient pension savings. It is widely recognised that saving the auto enrolment minimum of 8% is not enough for a secure retirement, and that millions are on track for an inadequate retirement."
