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
Explore all insights
6th August 2026
News
UK workers may be risking their retirement by turning to informal and unregulated sources of pension support
UK employees are seeking support with their pensions, but many are turning to informal or unregulated sources, while others are not taking any action at all, according to new research from financial wellbeing and retirement specialist WEALTH at work.

3rd August 2026
News
New research highlights many are worried about affording retirement but aren’t taking action on their pension
Despite widespread concerns about retirement affordability, many UK workers are failing to actively engage with their pension savings, according to new research from financial wellbeing and retirement specialist WEALTH at work.

22nd July 2026
News
Majority of employees juggling multiple pension pots as fragmentation increases confusion
Multiple pension pots are now the norm for many UK workers, creating new challenges around visibility and engagement, according to new research from financial wellbeing and retirement specialist WEALTH at work.

8th July 2026
News
Pension knowledge gap widens with more employees unaware their savings are invested
A lack of understanding around pensions continues to undermine retirement confidence among UK workers, with new research from financial wellbeing and retirement specialist WEALTH at work revealing growing gaps in knowledge.

25th June 2026
News
More than a third of employees fear they may never retire due to cost-of-living pressures amid concerns about under‑saving
More than a third (38%) of UK employees with a defined contribution pension fear they will never be able to afford to retire due to the impact of increased living costs, according to new research from financial wellbeing and retirement specialist WEALTH at work.

8th June 2026
News
Market Overview (5 January 2026 - 5th April 2026)
After a strong start to the valuation period (the three months from 5 January 2026 to 5 April 2026), the past five weeks have been pretty bruising for markets

5th June 2026
News
The hidden cost of caring: What it means for your money and future
Rising childcare costs and increasing pressure on those with caring responsibilities for older family members are putting a growing strain on employees’ financial wellbeing - with long-term implications for retirement outcomes, according to research from REBA in association with WEALTH at work.

13th May 2026
News
Why building financial resilience is becoming essential for everyday life
Over the years, successive governments have been striking a clear and consistent message: the UK must become more resilient. From pandemics and extreme weather to cyber attacks and economic shocks, ministers have repeatedly warned that disruption is no longer exceptional, but a feature of modern life.

8th May 2026
News
Why improving confidence in investing matters at a time of financial pressure
Financial wellbeing experts WEALTH at work says new research shows that, as the cost of living continues to stretch household budgets and economic uncertainty persists, how people save their money is becoming increasingly important for long term financial security.

29th April 2026
News
Saving 1% more could boost pension pot by 25%
Financial wellbeing experts WEALTH at work say that while pensions can be one of the most valuable ways of saving for the future, many people don’t realise that saving just a bit more can make a significant difference to the overall size of their pension pot at retirement.

23rd April 2026
News
Four key ways that financial education can help people get on track with their finances
Almost a third (29%) of workers worry about being unable to afford basic living costs, while 26% are worried about being in debt, according to new research of 2,000 workers from financial wellbeing experts WEALTH at work .

17th April 2026
News
New research reveals generational divide in savings and retirement planning
New research from financial wellbeing experts WEALTH at work, conducted among 2,000 UK workers, has uncovered a stark generational divide in people’s financial resilience and outlook.