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
8th April 2026
Market Updates
Market Reaction to Ceasefire
A conditional ceasefire between the United States and Iran has provided markets with a welcome - if tentative - reprieve following a period of heightened geopolitical tension. The agreement, set to last for two weeks, is contingent on a critical requirement: the continued free flow of maritime traffic through the Strait of Hormuz, a vital artery for global energy supply.
7th April 2026
News
Tips to help people feel more confident about saving and investing before ISA changes hit
Many people want to feel more secure about their financial future, yet investing is often seen as complicated, intimidating, or something best left to experts.
7th April 2026
Weekly Market Summaries
Week ending 3rd April 2026
As you can see from the accompanying table it was a more positive albeit short week for global financial markets with markets across the U.S., UK and Europe closed on Friday in observance of the Good Friday holiday.
