Our Company

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Welcome to my wealth.

We are here to help you understand how to save for a better financial future by providing you with guidance and advice, whether you are saving for a big purchase, your retirement or indeed you require help to generate income at the point of retirement.  As you may know, my wealth  is part of Wealth at Work Limited who have built up an enviable reputation of helping employees of many of the UK’s leading companies such as Marks & Spencer and BT.

Established in 2005, our aim is to help individuals across the UK take control of their financial future.  Over the past few years, the financial world has changed – interest rates are at all time lows, markets are volatile and taxation has changed.  All of this impacts investments and none more so than those in, or approaching retirement, particularly as improved life expectancy means your money must now not only work harder, but for longer as well.

my wealth has been built to provide for these changing times, with our services and capabilities designed specifically to meet your financial needs.  my wealth will provide you with practical advice and guidance on investing to meet your personal objectives.  To help ensure your investments are right for you we will consider:

  • Your life stage (e.g. approaching retirement)
  • Your personal attitude towards risk
  • How long you wish to invest for
  • Your income requirements from investments, if required
  • Your capital growth needs
  • How to maximise your tax reliefs

The investment advice we offer is without charge or obligation to you.  If you decide to follow our recommendations and become a my wealth client, our clear and simple pricing will ensure that you know at all times exactly what you’re paying.

If you would like to meet with one of our Advisers, or for more information, please contact us.

Latest News

Top saving allowances.

Top saving allowances.

12th March 2019

The end of the tax year is in sight, so now is a great time to have a good look at your finances and make sure you are making the most of this year’s savings allowances and maximising your saving potential.

91% of employers believe employees don’t understand the tax rules when withdrawing money from their pension.

91% of employers believe employees don’t understand the tax rules when withdrawing money from their pension.

4th March 2019

WEALTH at work recently carried out a poll of over 70 employers and found that 91% of them believe that employees do not understand the tax rules when withdrawing money from their pension.

Financial education is essential in helping employees save enough for retirement.

Financial education is essential in helping employees save enough for retirement.

21st February 2019

As part of the government’s plans to help individuals save more for retirement, minimum automatic enrolment contribution rates are due to rise from 5% to 8% in April. But is this enough to secure an adequate retirement income and what more can be done to help employees?