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 15th March 2019.

Week ending 15th March 2019.

Obviously Brexit has taken centre stage in the UK as it was another week of drama in Westminster, with Theresa May suffering multiple defeats.

18th March 2019

News

Top saving allowances.

Top saving allowances.

The end of the tax year is in sight, so now is a great time to have a good look at your finances and make sure you are making the most of this year’s savings allowances and maximising your saving potential.

12th March 2019

Market Updates

Spring Statement 2019.

Spring Statement 2019.

Today the Chancellor of the Exchequer, Philip Hammond, delivered his Spring Statement.

13th March 2019