Planning for the
future you deserve
my wealth private offers investment advice to employees of many of the UK’s leading companies and pension scheme members to help them understand their personal financial situation, whether they’re saving for their future, or looking how best to make the most of their income at the point of retirement.
26,000 invested clients
Years experience
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
£3bn+ assets under management
Managing your money
We can help you manage your money by creating a tailored investment strategy to meet your personal objectives that is flexible enough to adapt to your changing needs.
We recognise that everyone is different so as part of this service, we create bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions.
Retirement Planning
With so many different financial options available at retirement, it is now more important than ever that you have the right knowledge to make informed decisions.
We offer expert guidance and advice on retirement income options such as annuities, drawdown or a combined approach. Whatever help you require, we’ll consider your personal circumstances and attitude to risk to help you make the right choices for your retirement.
“When financial education and guidance sessions started to be offered through work, this massively helped me to understand how I was going to achieve my goals.”
Retired BT employee
Latest news
17th June 2025
My Wealth Private
We’ve changed our look!
2025 marks our 20th anniversary!
8th May 2025
My Wealth Private
Market Update – 8th May 2025.
On Monday, the Caixin PMI revealed a slowdown in activity in the Chinese economy, with the index slipping to 50.7 in April from 51.9 in March. Although this marked the 28th straight month of expansion, it was the weakest reading since September 2024, reflecting growing uncertainty in the service sector.
18th February 2025
My Wealth Private
Market Overview – 5th October 2024 – 5th January 2025.
Donald Trump’s Presidential victory heralded the return of headline risk thanks to his off-the-cuff comments – nor has he changed his love of tariffs, or his method of communicating them (social media), which unfortunately has added unnecessary volatility to global financial markets over the valuation period (5 October 2024 to 5 January 2025).
