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
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.

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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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News

Individuals could end up paying 200 times more tax depending on how they decide to access their retirement income.

Individuals could end up paying 200 times more tax depending on how they decide to access their retirement income.

Individuals could end up paying 200 times more tax depending on the way they decide to access their retirement income, according to research by the Pension Policy Institute (PPI).

16th November 2018

Budget commentary 2018.

Budget commentary 2018.

The Chancellor of the Exchequer, Philip Hammond, has today delivered this year’s Budget Report.

29th October 2018

Weekly Market Summary

Week ending 7th December 2018.

Week ending 7th December 2018.

Although Donald Trump described last Saturday’s (1 December 2018) meeting with his Chinese counterpart, Xi Jinping, as a “BIG leap forward” after they agreed a 90 day truce, equity markets were disappointed by the lack of specific details.

10th December 2018

Market Updates

Round one.

Round one.

A draft Brexit withdrawal deal has finally been agreed between the EU and the UK (or more specifically Theresa May and the ‘collective’ of her Cabinet – which means it was far from unanimous).

15th November 2018