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: