WEALTH at work is a specialist provider of financial education and guidance in the workplace. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves targeting different segments of the workforce to enhance employee engagement.
my wealth is a specialist provider of regulated financial advice.
It works with many of the UK’s leading companies and pension schemes to help their employees and members understand their personal financial situation, whether they’re saving for their future or looking how best to maximise income at the point of retirement.
In particular, it helps those approaching retirement to ensure their savings and investments are appropriately managed. This is achieved through creating tailored investment strategies to meet an individual’s personal objectives which are flexible enough to adapt to changing needs.
As part of this service, my wealth creates 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.