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

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.

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.

More

Use our budget planner
to help your retirement
income needs.

More
london skyline

Week ending 11th April 2025.

This volatile week has underscored the value of maintaining a long-term focus. Markets endured a dramatic sequence of events—plunging early in the week as trade tensions flared, only to soar midweek after a surprise policy pivot from the White House. This highlights the importance of staying focused on long-term investment objectives rather than reacting to short-term market noise.

Market Update – 16th April 2025.

This last week has brought calmer waters for global financial markets, with volatility easing across major regions. It’s a shortened trading week in the UK, Europe, and the US, with markets closed on Good Friday, and UK and European exchanges also shut on Easter Monday.

How employers are stepping up and helping people manage financial stress.

Money worries are having a detrimental impact on the workplace with our latest research finding that 40% of employees believe that it affects work performance by causing increased stress levels. One in ten (10%) say it has led to increased sick days.

This Debt Awareness Week new research reveals top money worries.

This Debt Awareness Week (24th – 30th March), WEALTH at work – a leading financial wellbeing, retirement and workplace savings specialist, are encouraging employers to support employees to tackle money issues and build a saving safety net.

Accreditations and Awards