Please note

Due to the latest nationwide lockdown (effective from 06/01/2021), the majority of our staff will be operating remotely. Please rest assured that we will continue to operate to our normal standards in providing you with client service, advice and of course the day to day management of your portfolios. We will be operating our phone lines in the normal way on the usual numbers and all mail will be attended to as it is received in to our offices. In addition, we will continue to provide our market updates at least twice weekly. If you have any queries please do not hesitate to call us on 0800 028 3200.

If you have an investment portfolio with us and you want to keep up to date with your portfolio activity in your online account, please click here to log in. If you have not yet registered for online access, you can register here using the details emailed to you.

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:



Watch our short film to
discover the benefits of
receiving financial advice.


Watch our short film for some
useful tips when preparing for
your advice meeting.


Use our income calculator
to consider your current
financial position.


Use our budget planner
to help your retirement
income needs.


Market Updates

Market Update - 14th April 2021.

Market Update - 14th April 2021.

As we highlighted in the Weekly Market Summary, the markets’ attention at the start of this week was firmly on yesterday’s (Tuesday 13 April 2021) US CPI inflation reading following last week’s large jump in US PPI inflation.

14th April 2021


Saving an extra 1% of salary into pension can increase your pension pot by 25%.

Saving an extra 1% of salary into pension can increase your pension pot by 25%.

Many people are already paying 5% of their salary into their workplace pension through auto-enrolment, with their employer contributing an additional 3%. However, they may not be aware that many employers are willing to match additional contributions up to certain limits, so they don’t take advantage of it.

12th April 2021

Number of people on payroll fallen by nearly 700,000 in last year.

Number of people on payroll fallen by nearly 700,000 in last year.

Latest reports from The Office for National Statistics have indicated that in February 2021, the number of payroll employees had fallen by 693,000 over a 12 month period.

24th March 2021