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 February 2026
Market Updates
Market update - 25th February 2026
Markets rallied last week off the back of the recent Supreme Court ruling that declared many of the Trump administration tariffs unlawful. However, the White House has maintained that it will proceed with a new global tariff regime.
23rd February 2026
Weekly Market Summaries
Week ending 20th February 2026
As you can see from the accompanying table, it was a positive week for global financial markets. Trading conditions were relatively quiet, however, as U.S. markets were closed on Monday in observance of Presidents’ Day, and volumes were further thinned by the Lunar New Year holiday across China.
18th February 2026
Market Updates
Market update - 18th February 2026
This week, trading volumes were lower, partly because U.S. markets were closed on Monday and both Mainland China and Hong Kong were also shut.
