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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.

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

Market Updates

Market update – 27th April 2022.

Market update – 27th April 2022.

The big news to start the week was the result of the French Presidential run-off election on Sunday. Sitting President Emanuel Macron held off his far-right opposition leader, Marine Le Pen

27th April 2022

News

Cryptocurrency: understanding the risks.

Cryptocurrency: understanding the risks.

Cryptocurrencies are rapidly gaining popularity amongst investors due to being advertised as ‘get rich quick’ investments. They have particularly increased in attractiveness since the pandemic, with many people feeling obliged to take on greater risks to compensate for the economic uncertainty and concerns caused by the rising cost of living.

17th May 2022

92% of pension Trustees fear savers approaching retirement will be targeted by scammers.

92% of pension Trustees fear savers approaching retirement will be targeted by scammers.

WEALTH at work has conducted a survey with the Pensions Management Institute to investigate the concerns pension Trustees (the people responsible for ensuring that a pension scheme is run properly) have have for their scheme members in the run up to their retirement and what support provisions they have in place.

11th May 2022