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We provide a regulated financial advice service through my wealth which is a member of the Wealth at Work group of companies.*
my wealth works 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, it helps those approaching retirement to ensure their savings and investments are appropriately managed. This is achieved through creating tailored investment strategies to meet an individual’s personal objectives which are flexible enough to adapt to changing needs.
As part of this service, it creates bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions.
* The Wealth at Work group of companies is a specialist provider of financial education and guidance in the workplace as well as regulated financial advice for individuals.
As PMI’s expert partner, WEALTH at work will provide expert commentary to help PMI members to understand the issues and trends faced by employees and members when trying to make financial decisions. To visit the PMI expert partner page, please click here.