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.

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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 7th August 2020.

Week ending 7th August 2020.

As you can see from the accompanying chart, it is often best to ignore all of the noise you hear and read in the media, as the vast majority of global equity markets ended the week higher

10th August 2020

News

How to use income drawdown to minimise tax.

How to use income drawdown to minimise tax.

There are many advantages to choosing to use income drawdown to access your pension, one of the main ones is being able to access your assets in the most tax efficient manner.

20th July 2020

Market Updates

Market Update – 13th August 2020.

Market Update – 13th August 2020.

Yesterday’s US CPI inflation came in higher than expected, with the headline rate rising from 0.6% in June to 1.0% in July, while the core reading, which excludes volatile items such as food and energy, came in at 1.6%, up from 1.2% in June.

13th August 2020