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 - 24th April 2024.

Market Update - 24th April 2024.

Markets rallied this week as a busy week of earnings reports got underway and investors look to a full week of key economic data.

24th April 2024

News

More over 55s are accessing their pensions or cashing out completely.

More over 55s are accessing their pensions or cashing out completely.

The FCA announced that more over 55s are accessing their pensions, and over half are cashing out their pension pots completely.

23rd April 2024

New research reveals a powerful way people can better engage with their pension.

New research reveals a powerful way people can better engage with their pension.

According to new research* from WEALTH at work of over 2,000 working adults with a defined contribution workplace pension, nearly half (49%) said they were unaware of what their pension is invested in.

22nd April 2024