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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 - 23rd June 2021.

Market Update - 23rd June 2021.

After last week’s hawkish ‘dot plot’ surprise from the US central bank, we said markets were getting way ahead of themselves as it was far too early to conclude that the current economic reflation is over and that we will see significantly higher interest rates in the coming years.

23rd June 2021

News

Survey results reveal the fears Trustees have for members approaching retirement.

Survey results reveal the fears Trustees have for members approaching retirement.

WEALTH at work has conducted a survey with PMI to investigate the concerns Trustees have for their members in the run up to their retirement and what support provisions they have in place.

21st June 2021

Wealth at Work Announces Investment from Aquiline Capital Partners.

Wealth at Work Announces Investment from Aquiline Capital Partners.

Wealth at Work Group Limited is pleased to announce that it has agreed to investment from Aquiline Capital Partners, a private investment firm based in New York and London with $6.4 billion in assets under management.

1st June 2021