my wealth private Reviews 

Ben was very knowledgeable and gave us the information we needed to make decisions about our pension and savings. Would highly recommend

Really helpful call with Sharon. Clear language and patient as we took time to understand the complex financial issues she was explaining to us. We have agreed a follow up call. I would highly recommend Sharon to anyone wanting to understand the complexities of pensions and other NHS financial issues.

Our advisor was clear in explaining what were the best options for me and how my fund would look like moving forward. The meetings were scheduled to suit my needs. The app is easy to access and use.

A very informative meeting.
Ben Saunders explained various tax efficient methods regarding my pension enabling me to make informed decisions.

Aaron Haddock did a session with me on your stocks & shares ISA. He went through an overview of the market and how the product works and patiently answered my many questions. He was very helpful and approachable and I learned a lot from speaking to him so I’m very grateful. Thank you Aaron!

I was recommended to this company so was definitely pleased with the initial appointment with Josh. Now I feel my Investments are in very good hands. My meetings have been very open and honest, Josh is certainly a credit for the company.

Had two calls with Anthony to review income, expenses, pension forecasts with/without early retirement and more.

He provided a great service - professional, polite, knowledgeable, helpful and friendly.

Many thanks!

I had a great experience working with My Wealth Strategic Planner, John Sherman. He really took the time to listen to my financial needs and clearly explain the different options available to me. What I appreciated most was how he made the process educational — I learned a lot about areas of personal finance I’d previously overlooked.

John strikes a rare balance between expertise, professionalism, and a genuine human touch. I’d highly recommend him to anyone looking for trusted financial guidance.

Would like to thank Thomas Ley. Thomas was always very professional, patient and clear in his communications. He was always prompt to respond to any correspondence. Thomas was an exemplar to the company. Thank you.

As part of my redundancy package I was offered the opportunity to review my options for Pensions and investments. I had numerous meetings with Jack Mason who was extremely patient, offering me advice in a non pressured manner. The advice was always very well explained and followed up with paperwork making a review easier to understand. I am very happy with advice received and the options I decided to take.

I had an incredible experience during my sessions with Charles, whose patience, expertise, and professionalism truly stood out. I'm deeply grateful for the valuable insights and support he provided, and I’m absolutely considering continuing with their services in the future.

I met Andrew Hooper online. He guided me through the issues and questions around financial planning and was able to advise me appropriately about next steps. Andrew was good humoured, knowledgeable and patient with his time and I greatly appreciated his advice.

Had a Teams meeting with Anthony regarding my works pension which was not rushed. He was extremely helpful and supportive to both my husband and myself, giving us both his time to explain this complicated topic thoroughly, informing me of all my choices and options. Thank you Anthony for your time and support to Nick and myself.

My wire and I had a very informative discussion and understood our current financial position, as well as what necessary action we need to take to insure our future finances.
We understood what is required of us in terms of savings etc to secure a stable retirement when that age arrives.

I had a very informative first meeting with Sharon Rogers, who was very understanding of my situation. She reassured me that I would have her support throughout the process. She was very patient and helped me consider how much income I would need in retirement and balanced this with potential income from part-time work while drawing on my pension. I came away with some possibilities that I hadn't considered but will definitely need to have further discussions.

My retirement planning session with Sharon was amazing. Utilising her professionalism, she guided me through all my income/expenditure options. Highlighting area’s that I didn’t even consider which would have impacted my Future Wealth! Especially highlighting an old Pension that I had assumed I couldn’t take until 67. Which I’ve since acted on to improve my overall financial stability. Don’t be put off by the pre-meeting due diligence, do your future self a massive favour and book an appointment NOW. Your future self-will thank you for it.

I appreciate the independent and professional advice from My Wealth Private. They helped me make sense of my pensions and investments, providing clear guidance for my future. The team’s expertise and attention to personal objectives make planning for retirement much less stressful.

I met with John Sherman this week to review my retirement plans. He was extremely personable, instantly putting me at ease and engaging in personal conversation.
His advice and support in looking at my pension predictions was very reassuring and he made some helpful suggestions of questions to ask my pension provider.
I would certainly contact him again if I need further advice, or if my situation changes. He was very knowledgeable, but also a pleasure to talk to.

Tanya Munro

Very clear guidance from the outset. Prompt responses to any queries I had, in plain English so I knew what the next steps were. An excellent Financial Advisor and the wider company were very good at presenting information clearly and effectively to enable me to make informed choices.

Made to feel very comfortable about talking finances with Andrew which is always a sensitive subject and found this informative and helpful.