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
23rd March 2026
Weekly Market Summaries
Week ending 20th March 2026
As you can see from the accompanying table markets remained on edge over the week which was packed with war headlines and central bank interest rate decisions. Central banks are understandably cautious about reacting to near-term market moves that may prove temporary.
18th March 2026
Market Updates
Market update - 18th March 2026
On Monday, data from China showed industrial output grew by 6.3% over January-February, up from 5.2% in December. Retail sales also picked up, rising 2.8% compared with 0.9% at the end of 2025.
17th March 2026
News
New research reveals rising money struggles with many missing out on workplace support
New research from financial wellbeing experts WEALTH at work, conducted among 2,000 UK workers, reveals workers are experiencing growing financial pressures and a widening disconnect between their needs and the level of support they feel they are receiving in the workplace.
