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 February 2026
Weekly Market Summaries
Week ending 13th February 2026
There was a substantial amount of economic data for markets to absorb this week. Overall, global market performance was mixed: US equities declined amid concerns around the potential disruption caused by rapid advances in AI, while the UK, Europe, and markets across Asia and emerging economies fared comparatively better.
13th February 2026
News
Market Overview (6 October 2025 - 5 January 2026)
Over the past three months (5 October 2025 – 5 January 2026), financial markets have experienced notable volatility, driven by a U.S. government shutdown (which delayed key U.S. economic data releases), concerns about the Fed’s (the U.S. central bank) independence, and more recently, developments in Venezuela and Greenland.
11th February 2026
Market Updates
Market update - 11th February 2026
In Japan, Prime Minister Takaichi secured a decisive victory over the weekend, as her recently called election delivered a landslide majority for the Liberal Democratic Party - a feat that has eluded many leaders in recent years.
