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
11th May 2026
Weekly Market Summaries
Week ending 8th May 2026
As can be seen from the accompanying table, markets broadly ended the week in the green. Traders noted that tariffs once again became a key talking point for Donald Trump during the week. He announced that he would extend the European Union’s trade deadline with the US to meet what he considers to be the Union’s obligations with the US.
8th May 2026
News
Why improving confidence in investing matters at a time of financial pressure
Financial wellbeing experts WEALTH at work says new research shows that, as the cost of living continues to stretch household budgets and economic uncertainty persists, how people save their money is becoming increasingly important for long term financial security.
7th May 2026
Market Outlook
Market Outlook - Spring 2026
