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
17th November 2025
Weekly Market Summaries
Week ending 14th November
As shown in the accompanying table, financial markets mostly closed the week higher. They started on firmer ground after last week’s volatility, which was driven by the prolonged U.S. government shutdown and concerns over stretched big-tech valuations
12th November 2025
Market Updates
Market Update - 12th November 2025
Markets bounced back on Monday, shaking off last week’s tech-driven slump as optimism grew that a U.S. government shutdown may soon be resolved. In the U.S. the S&P 500 gained 1.5% whilst the tech heavy Nasdaq jumped up 2.3%, as investors piled back into tech stocks to take advantage of last week’s pull back.
10th November 2025
Weekly Market Summaries
Week ending 7th November
As you can see from the accompanying table, global equity markets experienced a softer week, with most major indices heading toward modest losses. Market sentiment was unsettled early in the week by renewed discussion around technology valuations and lingering uncertainty over the government shutdown in Washington.
