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 6th September 2019.

Week ending 6th September 2019.

As summer draws to a close, it was back to work for a lot of people this week, including UK politicians! The political turmoil which followed resulted in a volatile week for Sterling, whilst global equity markets posted modest returns.

9th September 2019

News

Top 10 tips for students on how to cut costs and boost savings.

Top 10 tips for students on how to cut costs and boost savings.

WEALTH at work, a specialist provider of financial education and guidance in the workplace supported by regulated financial advice for individuals, has created a series of financial education seminars for university students.

10th September 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