I work for a major UK retailer and Wealth at Work provided initial free advice on share scheme maturity - however we decided to use them to review our wider investment portfolio and put in touch with William Mewis - he was excellent in taking us through a range of options based on understanding our future income requirements and risk profile - I was apprehensive about taking this step but needn’t have been as everything was explained clearly and simply. I would absolutely recommend their services to anyone unsure about their forward financial decisions.
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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.
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