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

News

Top ten tips to pay off Christmas debt.

Top ten tips to pay off Christmas debt.

Christmas is an expensive time of year as the cost of presents, decorations, meals out and entertaining all add up. Individuals intend to spend £567 each at Christmas, with 46% planning to pay for it using credit cards, store cards and overdrafts.

10th January 2019

Top 10 tips if you’re retiring in 2019.

Top 10 tips if you’re retiring in 2019.

The New Year is a great opportunity to take a good look at your finances and make financial plans for the coming year.

18th December 2018

Weekly Market Summary

Market Updates

Round one.

Round one.

A draft Brexit withdrawal deal has finally been agreed between the EU and the UK (or more specifically Theresa May and the ‘collective’ of her Cabinet – which means it was far from unanimous).

15th November 2018