mywealthprivate.co.uk

4.9
4.9 Based on 101 reviews

my wealth private provides 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...

Unclaimed Profile
Business profile not claimed
This business hasn’t yet claimed their profile on our platform and may be unaware it's listed. As a result, their rating might not fully reflect their customer service or responsiveness.

Average Rating

4.9

/
5

101 Reviews

5 Star
94%
4 Star
5%
3 Star
0%
2 Star
0%
1 Star
1%

All Reviews

Filter Reviews

Review Time

TheFicoGamer_GM
The representative was incredibly kind and helpful!

I had a delightful conversation with the representative who was very friendly! They explained everything clearly and in detail, and were more than willing to answer all my questions. I would highly recommend this service!

5
Date of experience: Jan 14, 2026
Forrest Cook
A Positive Experience with Professional Support

This morning, I needed to reach out to the service regarding a very personal and challenging matter. I received a call from a representative who, from the very beginning, treated me with complete respect and dignity. They guided me through all aspects of my situation, explaining everything clearly along the way. No request was too much for them, and they quickly alleviated my concerns regarding several issues. I have consistently found the service to be exceptional in the quality of support they provide.

5
Date of experience: Jan 13, 2026
Susanne Coleman
Enlightening education and valuable follow-ups

The educational aspect was insightful, and the follow-up meetings with the representatives provided clarity on my future decisions.

5
Date of experience: Dec 21, 2025
Iavui
Clear advice and promising investments

I had several discussions with the representative before and after my retirement. They explained complex topics clearly, allowing me to make informed decisions without feeling pressured.

5
Date of experience: Dec 18, 2025
Sutton C.
Thorough pension guidance

I spoke to the representative about my pension, who explained everything in detail and in an understandable manner. Their pleasant demeanor and factual advice greatly eased my concerns.

5
Date of experience: Dec 18, 2025
Lenna Cooper
Insightful education and follow-up meetings

The educational aspect was enlightening, and the follow-up discussions with the representatives clarified my future decision-making.

5
Date of experience: Dec 17, 2025
Increase Patterson
Valuable meeting with a patient representative

I had a meeting with the representative who was patient and clearly explained everything, providing a wealth of information that I appreciated.

5
Date of experience: Dec 16, 2025
Cuthbert
Great experience with a reliable team

I have been working with the company for nearly 3 years, and the representative has been fantastic. They explain everything simply and clearly, ensuring my investments feel secure.

5
Date of experience: Dec 12, 2025
Archibald C.
Fantastic experience overall

I had a fantastic experience. Everything was thoroughly explained to me. The representative took their time, breaking down information and addressing all my questions.

5
Date of experience: Dec 11, 2025
Adolf Barnes
Informative and reassuring meeting

I had a really informative and reassuring meeting with the representative. They provided excellent financial advice for my future goals and retirement plans.

5
Date of experience: Dec 10, 2025

Is this your business?

Claim your business profile now and gain access to all features and respond to customer reviews.

Business Details

  • my wealth private provides 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.

    In particular, our investment advice service helps those approaching retirement by creating tailored investment strategies to meet an individual’s personal objectives, which are flexible enough to adapt to changing needs.

    This is achieved by creating portfolios of investments, with the underlying assets selected from the whole-of-the-market. The portfolios are then actively managed on a discretionary basis to take account of changing market conditions.

    When providing advice on retail investment products i.e. pensions and annuities, this is done on an independent basis.
    See more

  • email mywealth@wealthatwork.co.uk
  • call 08000283200
  • language https://mywealthprivate.co.uk

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More