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Expert View
David Cassidy
Chief Executive Officer
“The seemingly endless turmoil in world stock markets; continued low interest rates and persistently changing taxation have helped to underline the fact that the financial world has changed forever as far as investing is concerned. But, despite the recent gloomy months, the current financial climate is showing signs of improvement and it has never been more important to get the right advice when considering your retirement planning. It is important to remember that whilst there may be fear and sometimes uncertainty in the financial markets, my wealth has been designed for such times and will provide you with a service which delivers dynamic asset allocation in rapidly changing markets, whilst constantly seeking to manage risk. For more information, please contact us.”
Jonathan Watts-Lay
Director
“my wealth can provide you with practical guidance to help you invest for your financial future. Whether saving for the future or creating income in retirement, we can help you build an investment strategy tailored to suit your financial needs. Our team of experts ensure every client receives our best ideas and through the my wealth service, individuals are now able to maximise the value of their financial benefits in a way which was difficult if not impossible in the past.”
Paul Morton
Investment Planning Director
“In an ever changing financial climate, and with so many different financial options available, it is now more important than ever to get the right advice. Understanding your options when considering your retirement planning is crucial, as making the right investment choices can have a huge impact on the value of your pension when you retire. You may already have workplace savings (for example, pensions, share schemes and other benefits from your employer), but our experience shows that many individuals are unaware of how to take advantage of them, and how to maximise the opportunities that they can provide. Let us help with your retirement planning and build an investment strategy to help you plan for a better financial future.”
Latest News
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Top tips on how individuals can avoid losing their pension to scams.
WEALTH at work, specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals, has shared its top tips on how […]
14th February 2019
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Top ten tips to pay off Christmas debt.
Christmas is an expensive time of year as the cost of presents, decorations, meals out and entertaining all add up. Individuals intend to spend £567 each at Christmas, with 46% planning to pay for it using credit cards, store cards and overdrafts.
10th January 2019
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Top 10 tips if you’re retiring in 2019.
The New Year is a great opportunity to take a good look at your finances and make financial plans for the coming year.
18th December 2018