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
22nd July 2026
Market Updates
Market update – 22nd July 2026
Markets had plenty to digest this week but got off to a positive start. UK inflation unexpectedly fell to 2.6% year-on-year in June from 2.8% in May, driven largely by lower motor fuel prices, particularly diesel, and easing food costs as input prices declined for the first time since January amid lower Brent crude prices.
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.
20th July 2026
Weekly Market Summaries
Week ending 17th July 2026
It was an eventful week for markets, with investors digesting a busy calendar of second-quarter earnings, economic data and rising geopolitical tensions. While technology companies delivered another round of impressive earnings, tech stocks nevertheless pulled back, weighing on US and Asian markets. Meanwhile, the UK's FTSE 100, with relatively limited technology exposure, rose 0.98%.
