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 July 2026
Market Updates
Market update – 1st July 2026
With relatively few major macroeconomic developments to drive markets this week, investors refocused on AI and big tech, providing fresh momentum for U.S. equities. Renewed buying interest in large-cap technology and semiconductor stocks helped push the Nasdaq and S&P 500 higher, underscoring continued confidence in companies expected to benefit from continuing adoption of artificial intelligence.
29th June 2026
Weekly Market Summaries
Week ending 26th June 2026
As you can see from the accompanying table it was a choppy week for global financial markets, as investors digested earnings in technology companies and falling oil prices.
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.
