Advice Service

Some employees may feel they need personalised support to make important investment decisions, particularly if they have complex considerations.

Through my wealth, we provide independent financial advice and discretionary investment management services.

my wealth is a trading name of Wealth at Work Limited which is part of the Wealth at Work group of companies.

Our services are designed for the individual needs of your employees – to ensure that their investments are appropriately managed by; creating investment strategies that meet personal objectives which are flexible enough to adapt to changing needs, investing in the whole-of-the-market and actively managing investments so they continue to remain appropriate through changing market conditions.

Employees can have a face-to-face meeting with one of our Advisers to assess their income and investment needs, goals and risk appetite.

This service is particularly useful to those about to retire, executives and those who want to have share scheme maturities managed tax efficiently.

Our advice service covers the following:

Retirement income

We can explain the key issues surrounding retirement income, such as the options open to your employees and how our unique service offering can provide the support needed.  It is vital that employees fully understand the array of retirement income options and that they choose the most appropriate way to take their retirement income as a wrong decision can be extremely costly.

Pension planning

We can also provide a pension planning service which gives advice on making the right investment choices when saving for a pension including transferring legacy pension schemes.

Investment planning

Through our advisory and discretionary investment management service, we can provide practical guidance and advice on investing, tax planning and general money management.  We will then create an investment strategy to suit an individual based upon their attitude to risk.

Following a face to face meeting, a comprehensive report is then produced which sets out a tailored investment strategy.

For more information, please contact us.

Contact us

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