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:

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.

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Use our budget planner
to help your retirement
income needs.

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Market Updates

Market Update - 14th January 2021.

Market Update - 14th January 2021.

As it has been a quiet week so far on the economic data front, we thought we would address the issue which has recently appeared in many of the business pages of the press: are equity markets in a bubble that is about to burst?

14th January 2021

News

Top 10 tips if you’re retiring in 2021.

Top 10 tips if you’re retiring in 2021.

Retirement plans for 2021 have changed for many due to the pandemic. Whilst some have decided to put their retirement on hold due to their savings taking a hit because of Covid-19, others are deciding to retire early after being discouraged about finding employment again when faced with redundancy.

6th January 2021

Season's Greetings!

Season's Greetings!

We would like to take this opportunity to wish you all the best over the festive season and a prosperous New Year

18th December 2020