Investment advice

my wealth provides investment advice to employees of many of the UK’s leading companies and pension scheme members to help them understand their personal financial situation, whether they’re saving for their future, or looking how best to make the most of their income at the point of retirement.

In particular, our investment advice service helps those approaching retirement by creating tailored investment strategies to meet an individual’s personal objectives, which are flexible enough to adapt to changing needs.

This is achieved by creating portfolios of investments, with the underlying assets being selected from the whole-of-the-market. The portfolios are then actively managed on a discretionary basis to take account of changing market conditions.

When providing advice on retail investment products i.e. pensions and annuities, this is done on an independent basis.

Your Account

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Advisers

See a list of our Advisers here.

Our Services

Our Expertise

We can help you achieve your financial goals by:

Films

Tools

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

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

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Use our income calculator
to consider your current
financial position.

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Use our budget planner
to help your retirement
income needs.

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Week ending 6th June 2025.

As you can see from the accompanying table it was broadly a positive week for global financial markets. Major U.S. stock indexes closed higher for the second week in a row. At the sector level, information technology stocks outperformed, due in part to upbeat sentiment around artificial intelligence (AI)-related stocks in the wake of several positive corporate earnings reports.

Market Update – 4th June 2025

Eurozone inflation slowed to 1.9% in May, down from 2.2% in April, marking the first time since September 2023 that price growth has dipped below the European Central Bank’s 2% target. Core inflation, which excludes volatile items such as food and energy, also declined to 2.4%, compared to 2.7% the month before.

10 tips to take control of your finances during uncertain times.

The beginning of 2025 has brought a sense of uncertainty for many. At the same time, ongoing global conflicts continue to contribute to wider concerns about the future. However, there are steps people can take to improve their financial situation.

Investing in turbulent times: What people should consider.

Recent market turbulence has been unsettling for many, especially those considering investing. However, it’s important to remember that investing is a long-term commitment and resisting reactive decisions is crucial.

Accreditations and Awards