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.

More

Watch our short film for some
useful tips when preparing for
your advice meeting.

More

Use our income calculator
to consider your current
financial position.

More

Use our budget planner
to help your retirement
income needs.

More

Weekly Market Summary

Week ending 12th July 2019.

Week ending 12th July 2019.

Global equity markets have been buoyed in recent weeks by the prospect of central banks loosening monetary policy.

15th July 2019

News

WEALTH at work listed as one of the ‘1000 Companies to Inspire Britain’ 2019 by the London Stock Exchange Group.

WEALTH at work listed as one of the ‘1000 Companies to Inspire Britain’ 2019 by the London Stock Exchange Group.

WEALTH at work, a specialist provider of financial education and guidance in the workplace supported by regulated financial advice for individuals, has once again been identified as one of London Stock Exchange Group’s 1000 Companies to Inspire Britain.

26th June 2019

Market Updates

Woodford Equity Income Fund.

Woodford Equity Income Fund.

You may have seen in the news that one of the UK’s best known Fund Managers, Neil Woodford, has told investors that they can't sell their holdings in his Woodford Equity Income Fund for the time being.

10th June 2019