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
25th June 2026
News
More than a third of employees fear they may never retire due to cost-of-living pressures amid concerns about under‑saving
More than a third (38%) of UK employees with a defined contribution pension fear they will never be able to afford to retire due to the impact of increased living costs, according to new research from financial wellbeing and retirement specialist WEALTH at work.
24th June 2026
Market Updates
Market update – 24th June 2026
So far this week, investor attention has been split between developments in UK politics, progress in Iran-related peace talks, and fresh news from the world's largest technology firms.
22nd June 2026
Weekly Market Summaries
Week ending 19th June 2026
As you can see from the accompanying table, it was positive week for global financial markets following the signing of the Memorandum of Understanding last week between the US and Iran which includes a commitment to reach a final deal within 60 days, as well as an end to fighting on all fronts and the reopening of the Strait of Hormuz.
