Investment advice

my wealth provides investment advice to employees of many of the UK’s leading companies and pension scheme members to help them understand their personal financial situation, whether they’re saving for their future, or looking how best to make the most of their income at the point of retirement.

In particular, our investment advice service helps those approaching retirement by creating tailored investment strategies to meet an individual’s personal objectives, which are flexible enough to adapt to changing needs.

This is achieved by creating portfolios of investments, with the underlying assets being selected from the whole-of-the-market. The portfolios are then actively managed on a discretionary basis to take account of changing market conditions.

When providing advice on retail investment products i.e. pensions and annuities, this is done on an independent basis.

Your Account

View your portfolio activity here.

Advisers

See a list of our Advisers here.

Our Services

Our Expertise

We can help you achieve your financial goals by:

Films

Tools

Watch our short film to
discover the benefits of
receiving investment 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
london skyline

Week ending 25th April 2025.

As you can see from the accompanying table, global markets staged an encouraging rebound this week, with renewed investor optimism helping to drive gains after U.S. stocks wobbled on Monday. Signs of easing trade tensions provided a key source of support.

Market Update – 30th April 2025.

Markets have lacked clear direction this week, as a period of relative calm settled over the economic data landscape. With fewer surprises on that front, investor focus shifted toward upcoming earnings from major corporations and the release of key economic indicators that’s kept them cautious so far.

How financial coaching can help people get on track with their finances.

Almost a quarter of UK workers (23%) have had to borrow money from family and friends in the last year because of money worries, and almost a fifth have taken on debt (18%). It seems financial worries have become the new normal. With almost 14.6 million UK adults not coping financially or finding it difficult to cope, many are looking for ways to help ease the strain on their finances.

How employers are stepping up and helping people manage financial stress.

Money worries are having a detrimental impact on the workplace with our latest research finding that 40% of employees believe that it affects work performance by causing increased stress levels. One in ten (10%) say it has led to increased sick days.

Accreditations and Awards