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.

Your Account

View your portfolio activity here.

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 14th June 2024.

As you can see from the accompanying table markets were mixed this week.

Market Update – 19th June 2024.

Earlier this morning, the latest UK CPI report revealed inflation has eased to the Bank of England’s 2% target on year in May, down from 2.3% in April – something only last seen back in July 2021.

Increasing number of workers fear they will never be able to afford to retire.

The number of people in full-time employment who believe they will never be able to afford to retire because of the impact of the rising cost of living is on the rise, with two fifths (39%) of workers claiming they will never be able to afford to stop working, up from one in three (33%) twelve months ago.

1.5 million mortgage fixes expected to end this year.

Over the next year 1.5 million homeowners are expected to face sharp increases in their monthly mortgage payments when their fixed rate deal comes to an end, with prices rising by approximately £1,800 a year on average

Accreditations and Awards