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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

News

Almost a quarter of adults are now concerned about their financial health.

Almost a quarter of adults are now concerned about their financial health.

The cost of living crisis shows no signs of abating, piling pressure on every type of household after inflation rose by 9.4% in the 12 months to June 2022.

27th July 2022

Over a third wish they had started saving at a younger age.

Over a third wish they had started saving at a younger age.

A survey of 2,000 UK adults was conducted by WEALTH at work, a leading financial wellbeing and retirement specialist. It asked people if there was anything they wish they had done differently when it comes to their finances, and what they wish they had known.

25th July 2022