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
11th March 2026
Market Updates
Market update - 11th March 2026
Markets fell on Monday as investors reacted to developments in the Middle East and rising oil prices, which reignited concerns about renewed energy‑driven inflation. Oil briefly surged to nearly $120 per barrel, its highest level since the 2022 Russian invasion of Ukraine.
9th March 2026
Weekly Market Summaries
Week ending 6th March 2026
As you can see from the accompanying table, global financial markets closed the week significantly lower as sentiment was weighed down by the escalation of conflict in the Middle East.
4th March 2026
Market Updates
Market update - 4th March 2026
Day five of the US–Israel conflict with Iran continues to unfold. Reports suggest that financial markets have reacted largely in line with expectations. Although markets initially reacted calmly on Monday, sentiment weakened considerably yesterday.
