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
15th April 2026
Market Updates
Market update - 15th April 2026
China’s trade surplus narrowed sharply in March, falling to $51.13 billion from $213.62 billion in February, as imports rose on stronger demand for items such as AI chips and infrastructure-related goods, while exports declined. Although weaker exports have largely been attributed to seasonal distortions — compounded by recent disruption linked to the Iran conflict affecting shipments — the rise in imports points to encouraging signs of recovering consumer demand.
13th April 2026
Weekly Market Summaries
Week ending 10th April 2026
As shown in the accompanying table, financial markets experienced a notably more positive week, supported by improving sentiment following the announcement of a ceasefire agreement between the United States and Iran. While the agreement, conditional on the reopening of the Strait of Hormuz, remained fragile, markets responded positively to signs of de-escalation.
9th April 2026
Market Updates
Market update - 9th April 2026
Shortly after a two-week ceasefire between the US and Iran was agreed, tensions have resurfaced, with Iran once again refusing to open the Strait of Hormuz. Under the terms of the agreement, Iran had insisted that Israel also refrain from launching attacks on Lebanon. However, strikes reportedly continued, which Iranian officials argue breaches the deal. In response, there are reports that Tehran has again restricted access to the vital shipping route, through which around one-fifth of global oil supply flows.
