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Helped me to fulfil my dream.
Rob Booth – a retired BT employee When financial education and guidance sessions started to be offered through work, this massively helped me to understand how [...]Reassuring updates.
Colin was first introduced to ‘my wealth’ in 2010, following his attendance at a financial education seminar at his place of work, BT. He met with […]
Always get a response.
Neil was looking for a Financial Adviser to manage his investments and after an initial consultation with my wealth he decided to go ahead with the [...]A big positive for us
Jim attended a pre-retirement seminar at his place of work. Following this, Jim and his wife Margaret decided that they needed financial advice on their different […]
Always there for me.
Peter Harrison, age 59 from Lincolnshire attended a retirement seminar whilst working for BT. He comments; “I was really impressed with what was covered in the […]
My Retirement Journey.
Kevin, age 58, first attended a WEALTH a work retirement seminar at his place of work, a leading FTSE 100 company, in 2012. However, after the […]
A Perfect Fit.
Gerry, age 62, from Halifax, first attended a WEALTH a work retirement planning seminar at his place of work, IPSL, in 2015.
A Comfortable Retirement
John from Northumberland shares his experience with us.
Planning for Retirement
Retirement can be straight forward!
Latest News
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How financial coaching can help people get on track with their finances.
Almost a quarter of UK workers (23%) have had to borrow money from family and friends in the last year because of money worries, and almost a fifth have taken on debt (18%). It seems financial worries have become the new normal. With almost 14.6 million UK adults not coping financially or finding it difficult to cope, many are looking for ways to help ease the strain on their finances.
23rd April 2025
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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.
10th April 2025
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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.
24th March 2025