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
6th August 2026
News
UK workers may be risking their retirement by turning to informal and unregulated sources of pension support
UK employees are seeking support with their pensions, but many are turning to informal or unregulated sources, while others are not taking any action at all, according to new research from financial wellbeing and retirement specialist WEALTH at work.
5th August 2026
Market Updates
Market update – 5th August 2026
Markets had a generally positive week this week, with equities rising, oil prices easing, and investors closely watching central bank policy, AI-driven growth, and developments in Japan's currency market.
3rd August 2026
News
New research highlights many are worried about affording retirement but aren’t taking action on their pension
Despite widespread concerns about retirement affordability, many UK workers are failing to actively engage with their pension savings, according to new research from financial wellbeing and retirement specialist WEALTH at work.
