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 ten tips to pay off Christmas debt.

Top ten tips to pay off Christmas debt.

10th January 2019

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.

Top 10 tips if you’re retiring in 2019.

Top 10 tips if you’re retiring in 2019.

18th December 2018

The New Year is a great opportunity to take a good look at your finances and make financial plans for the coming year.