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 June 2026
Weekly Market Summaries
Week ending 5th June 2026
Geopolitical developments remained firmly in focus this week, with progress on Middle East peace negotiations proving uneven, marked by intermittent progress followed by setbacks. While markets have largely avoided panic, uncertainty surrounding the conflict have continued to cloud the outlook, particularly for inflation and future interest rate expectations.
8th June 2026
News
Market Overview (5 January 2026 - 5th April 2026)
After a strong start to the valuation period (the three months from 5 January 2026 to 5 April 2026), the past five weeks have been pretty bruising for markets
5th June 2026
News
The hidden cost of caring: What it means for your money and future
Rising childcare costs and increasing pressure on those with caring responsibilities for older family members are putting a growing strain on employees’ financial wellbeing - with long-term implications for retirement outcomes, according to research from REBA in association with WEALTH at work.
