Regulated financial advice

my wealth is a specialist provider of regulated financial advice.

We work with many of the UK’s leading companies and pension schemes to help their employees and members understand their personal financial situation, whether they’re saving for their future or looking how best to maximise income at the point of retirement.

In particular, we help those approaching retirement to ensure their savings and investments are appropriately managed.

Your Account

View your portfolio activity here.

Advisers

See a list of our Advisers here.

Our Services

Our Expertise

We can help you achieve your financial goals by:

Films

Tools

Watch our short film to
discover the benefits of
receiving investment advice.

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Watch our short film for some
useful tips when preparing for
your advice meeting.

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Use our income calculator
to consider your current
financial position.

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Use our budget planner
to help your retirement
income needs.

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Market Updates

Market Update - 13th March 2024.

Market Update - 13th March 2024.

The FTSE 100 reached its highest level since May last year rising by 1% yesterday, driven by optimism arising from the slowdown in wage growth which heightened expectations for forthcoming interest rate cuts.

13th March 2024

News

Many struggling to make ends meet.

Many struggling to make ends meet.

More than one in five UK workers (22%) have had to borrow money from family and friends in the last year because of money worries, and a fifth have taken on debt (20%)

18th March 2024

Spring budget commentary 2024.

Spring budget commentary 2024.

In what is likely to be the last fiscal event before the next general election, the Chancellor Jeremy Hunt has today delivered his Spring Budget.

6th March 2024