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 April 2026
Market Updates
Market update - 1st April 2026
On Tuesday, new data showed that inflation in the Eurozone rose to 2.5% in March, up from 1.9% in February. The increase largely reflects the recent escalation in tensions between the U.S., Israel, and Iran, which has driven up energy prices in recent weeks.
30th March 2026
Weekly Market Summaries
Week ending 27th March 2026
As you can see from the accompanying table it was more of a mixed week performance wise for global financial markets. Geopolitics and energy markets remained the primary drivers of financial markets over the past week, with the ongoing conflict involving Iran continuing to shape investor sentiment.
25th March 2026
Market Updates
Market update - 25th March 2026
Markets have once again been on a rollercoaster this week after President Trump posted on Truth Social claiming that he had held positive and encouraging talks with Iranian authorities aimed at ending the war.
