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
Over 20 years' experience
£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
00:24
16th December 2025
News
Season's Greetings!
Season's Greetings from my wealth private
15th December 2025
Weekly Market Summaries
Week ending 12th December
As the accompanying table shows, it was a mixed week for financial markets, as investors navigated a mix of central bank decisions, earnings surprises and economic data.
10th December 2025
Market Updates
Market Update - 10th December 2025
This week, traders have the Fed’s last monetary policy meeting of the year in focus (a decision will be made by Wednesday). The Fed has a duty to cater to their dual mandate of stability in price growth and maintain strength in the labour market.
