Welcome to my wealth

We are here to help you understand how to save for a better financial future by providing you with guidance and advice, whether you are saving for a big purchase, your retirement or indeed you require help to generate income at the point of retirement.

Our Services

Managing your money
Managing your retirement income

Our Expertise

Pension changes
Retirement income options

my wealth provides independent financial advice and discretionary investment management services. These services help individuals ensure that their investments are appropriately managed by;

News

Making the most of tax breaks.

Making the most of tax breaks.

Jonathan Watts-Lay, Director, WEALTH at work, discusses with The Telegraph how individuals can make the most of tax breaks when taking income in retirement.

14th August 2018

Don’t ditch the LISA.

Don’t ditch the LISA.

The Treasury Committee has called upon the Government to abolish the Lifetime ISA (LISA).

10th August 2018

Weekly Market Summary

Market Updates

Spring Statement 2018.

Spring Statement 2018.

Today at 12:30pm the Chancellor of the Exchequer, Philip Hammond, presented his first ever Spring Statement following his decision to move the Budget to November, replacing the Autumn Statement (which over the last few years had in effect been used as a mini-budget).

13th March 2018