Following financial education and guidance, for those wishing to understand their personal financial situation, support is provided through a helpline from ‘my wealth’.

At this point, whether they are saving for the future, or preparing for retirement, we can offer regulated investment advice that includes active management designed to support changing circumstances. For those who prefer to manage their own investments, or who wish to invest for the a range of direct investment options are available.

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my wealth private works with employees of many of the UK’s leading companies to achieve better financial outcomes through retirement planning and regulated investment advice.

Our Strategic Planners help individuals build a clear understanding of their overall  financial position, taking into account their goals, circumstances and future plans – whether they are saving for the future, preparing for retirement, or taking a retirement income.

While we are specialists in workplace benefits and retirement planning, our advice is always holistic, bringing together pensions, savings and investments into personalised, adaptable strategies that support people at every stage of their financial journey.

Our in-house Investment Management team builds and manages bespoke, whole of market portfolios, ensuring investments remain aligned to each individual’s objectives and risk profile as markets evolve.

This coordinated approach enables us to deliver robust and flexible plans, designed to provide long-term financial confidence and peace of mind.

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*Civil Service Pensioners Alliance is an independent, non-party political organisation, campaigning and lobbying for pensioners from Civil Service and related pension schemes.

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*Civil Service Retirement Fellowship provides social and volunteering opportunities for retired and former civil servants and their families, as well as a visiting service to support those in need.

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*A charity for Civil Servants (formally known as the Civil Service Benevolent Fund) providing support and advice for thousands of civil servants when they need it.

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*The NHS Retirement Fellowship is the social, leisure, educational and welfare organisation for retired NHS staff and their partners.

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*The Fire Fighters Charity offers specialist lifelong support for members of the UK fire services community, empowering individuals to achieve mental, physical and social wellbeing throughout their lives.

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*The Ambulance Staff Charity are the leading UK charity providing support to all currently serving and retired ambulance staff, their families, and ambulance service volunteers.

Dedicated to supporting the UK’s lifesaving ambulance community.

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