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
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

News

Individuals could end up paying 200 times more tax depending on how they decide to access their retirement income.

Individuals could end up paying 200 times more tax depending on how they decide to access their retirement income.

Individuals could end up paying 200 times more tax depending on the way they decide to access their retirement income, according to research by the Pension Policy Institute (PPI).

31st October 2018

Budget commentary 2018.

Budget commentary 2018.

The Chancellor of the Exchequer, Philip Hammond, has today delivered this year’s Budget Report.

29th October 2018