Please note

As the global spread of coronavirus continues to dominate news headlines, we would like to assure you that we will remain dedicated to managing our clients’ portfolios and will, of course, still be providing our services. We will continue to provide the latest updates from the markets, our phone lines will remain open and our Client Services team will be available to answer your calls.

Rest assured we will remain vigilant and attentive at all times.

If you have any concerns or wish to discuss this situation further, please do not hesitate to call us on 0800 028 3200.

If you have an investment portfolio with my wealth 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.


Weekly Market Summary

Week ending 16th October 2020.

Week ending 16th October 2020.

As you can see from the accompanying table, overall it has been a mixed week: while US equity markets rose slightly, UK and European equity markets ended the week lower.

19th October 2020


How affording retirement can be more achievable than many think.

How affording retirement can be more achievable than many think.

The finances of many are being impacted by COVID-19, especially those who are unfortunately facing redundancy and are approaching retirement.

14th October 2020

Market Updates

Market Update – 21st October 2020.

Market Update – 21st October 2020.

Unfortunately there is nothing new to write home about so far this week, as the key theme impacting global equity markets is a familiar one: coronavirus negativity is dominating sentiment as global daily new inflection numbers continue to rise, and as a result, lockdown restrictions are being imposed across Europe.

21st October 2020