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.


See a list of our Advisers here.

Our Services

Our Expertise

We can help you achieve your financial goals by:



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


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


Use our income calculator
to consider your current
financial position.


Use our budget planner
to help your retirement
income needs.


Market Updates

Market Update - 6th December 2023.

Market Update - 6th December 2023.

The markets are experiencing a period of calm this week, following a month of strong performance in November. Upon initial inspection, reports of US factory orders came in at a disappointing level, a survey showed on Monday.

6th December 2023


Autumn Statement 2023.

Autumn Statement 2023.

The Chancellor Jeremy Hunt has today delivered his Autumn Statement.

22nd November 2023

Top 10 tips for managing your money this festive season.

Top 10 tips for managing your money this festive season.

Managing your money during the festive season can be challenging, but some careful planning could mean you are able to enjoy the holidays without getting into debt.

13th November 2023