Testimonials

Always get a response

Neil

“The communication and contact is very good. If I ever have any questions, I can call up and speak to someone and always get a response within good time.”

Neil was looking for a Financial Adviser to manage his investments and after an initial consultation with my wealth he decided to go ahead with the service.

Neil comments; “My Adviser is very personable and informative. After an initial meeting, I was provided with an investment planning report which contained all the information I needed.”

He adds; “One of the things I like best about the service is that the communication and contact is very good, including regular updates on investment market conditions. If I ever have any questions, I can call up and speak to someone and always get a response within good time. I also like how I can access my online account to see how my investments are performing and would certainly recommend the service. One initial concern I had was entrusting my pension fund to a relatively small firm in the panoply of wealth management companies, however, after nearly 6 years their returns have exceeded my expectations.”

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© 2025 Wealth at Work Limited. All rights reserved. my wealth private is a trading name of Wealth at Work Limited which is authorised and regulated by the Financial Conduct Authority and is part of the Wealth at Work group. Registered in England and Wales No.05225819. Registered Office: Third Floor, 5 St Paul’s Square, Liverpool L3 9SJ.

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