Please note

As the global spread of coronavirus continues to dominate news headlines, we would like to assure you that we will remain dedicated to managing our clients' portfolios and will, of course, still be providing our services. We will continue to provide the latest updates from the markets, our phone lines will remain open and our Client Services team will be available to answer your calls.

Rest assured we will remain vigilant and attentive at all times.

If you have any concerns or wish to discuss this situation further, please do not hesitate to call us on 0800 028 3200.

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.

Our Services

Managing your money
Managing your retirement income

Our Expertise

Pension changes v2
Retirement income options

We can help you achieve your financial goals by:

Films

Tools

Watch our short film to
discover the benefits of
receiving financial 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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Weekly Market Summary

Week ending 27th March 2020.

Week ending 27th March 2020.

Global equity markets rallied strongly this week on optimism that America’s $2tr fiscal stimulus will mitigate the economic impact of the coronavirus outbreak. For example, in the US, the Dow Jones rose nearly 13%, while the broader S&P 500 index ended the week just over 10% higher after recording its strongest three-day advance since the 1930s

30th March 2020

News

Top tips for retiring in turbulent times.

Top tips for retiring in turbulent times.

The turbulent markets we are experiencing at the moment are concerning for everyone, but especially for those who are in a defined contribution (DC) pension scheme and looking to retire.

31st March 2020

Market Updates

Market Update – 1st April 2020.

Market Update – 1st April 2020.

A miserable month (and first quarter of 2020) is thankfully finally over. Global equity markets had been relatively stable for the first seven weeks of the year, but that all changed towards the end of February when the coronavirus outbreak started to spread across the world and economies were effectively shut down wherever it appeared.

1st April 2020