my wealth private Reviews 

Staff.. A company is in my opinion only as good as its employees and representatives. Well, Wealth at Work has been excellent. From the first meeting which was presented to a sizeable number of my workmates to the one to one follow ups and correspondence with the hard working and efficient admin staff who ensure everything slots into place... They are collectively excellent.
Prior to my consultations I had little understanding of pensions or how they differ. This was all explained to me in easy to understand bites. Questions I had about the multiple little bits of pensions I'd accrued here and therein a totally haphazard way suddenly made sense. I was given advice on how I could trace what I'd paid. when I was later able to present my meagre
Contributions my advisor Louis talked me through options for each and which ones would and would not benefit me by consolidating. Absolutely no pressure just options and facts. No wild promises or unrealistic aims.
Since then I've realised that waiting until I was in my 60's before I did anything about it was rather foolhardy but Wealth at work (Louis) and myself have now made a plan that should enable me to retire in 3 or 4 years before I'm too old to enjoy it.
I have and will continue to recommend Wealth at work to my family and younger work colleagues. Some action now could vastly improve their retirements.

Brilliant service throughout, my advisor was very patient with me and was very understanding of my circumstances, he guided me through everything and put my mind at rest, thank you so much, I look forward to our next meeting

Received a really thorough and personalised service from Ben at My Wealth. He was able to explain things in ways we understood and answer questions when we needed further clarification. On the back of his advice we have made some changes to our finances and it has really helped with our longer term planning.

I met with Andrew today who really helped me understand the realities of what you need to know and do before you retire. I wanted to be able to make an informed decision on the best time to retire and if I could afford it and these questions were all answered. It was a really genuine and helpful discussion, feeling so much better informed now, thank you for making it easy to talk through the complexities of the pension world. Would recommend for anyone who is unsure of retirement planning.

I contacted Ryan O'Neil and the my wealth team to help me collate the multiple pensions that I have built up over my years of working with different companies. The team helped me review my pensions, advised where I should collate into one of the my wealth plans or leave with existing pension company. The team made this process slick and were prompt with any questions that I had either via email or phone. I would high recommned my wealth if like me you have mulitple pensions which are being poorly managed and need advice on how to assist you to plan for your retirement.

I met with Andrew today. Was anxious that I might waste his time (and mine) as my 'ducks' are still to get into order. Did a financial overview of current situation and what this might look like in 5 years when I finally may/can retire from NHS (1995 & 2015 scheme). Would highly recommend and advise to persevere and overcome the passing through of 'fog' and overwhelm of the NHS pensions system - at the very least get a sense of where one may be at currently and to begin to plan towards full retirment (in NHS) and beyond....

Had a great call with Jack Mason today. He really took time to understand my goal and was very informative and helpful, changing how I think about my investments and the future. A positive experience.

Got a teams call as planned. Discussed options and risk in detail.
Advisor (Ahmed Refaat) appeared very knowlegable and easy to connect with.
A good honest service. Was even invited to visit the head office for a look around.

I had a great call with Faye today. Not only was she able to assist with my question but also gave me an incredibly helpful steer on a couple of other matters that I was not expecting her to be able to help on. So many thanks to her and to my employer for facilitating this service.

Ben was very helpful and detailed in explaining my pension options. I would recommend My Wealth Private and Ben most highly. Made a complicated subject understandable.

Very easy to deal with , everything done effortlessly . Kept well informed with Teams and emails throughout the start up process .

Thank you to Anthony for the professional advice and arranging the advice reports. I appreciate the meetings we had to go through the questions.
The concern remaining was the transferring of the fund to be managed by a third party and not having any dealing with them in the earlier discussions.

Met with Sharon Rogers on the 26th May who was very knowledgeable, gave us great advice and put us at ease discussing our future investment and financial concerns. We would fully recommend My Wealth's services

The staff are so ptient and helful they will explain something more than once and fully support your understanding of everything including risks. I would recommend their services.

Thank you to John Sherman who has provided me with excellent advise and support in navigating all my pension pots under one area. This will help me manage things more effectively. I would recommend the service and I feel like it's one less thing to worry about as I approach my retirement in the next 10 years !

excellent advice Ben was able to explain how my pensions worked and let me explain what I wanted to achieve today . looking forward I now have a clear plan to head towards retirement being as finically secure as possible .
Many thanks
Ben

My experience with My Wealth has been nothing but positive. Having reached a stage of needing to prepare for retirement and think about getting things in order and consolidating pensions, I had the opportunity through my current employer to reach out for some initial free advice from My Wealth. I spent a considerable amount of time with my advisor Tyra who was helpful, professional, thorough and understanding and subsequently decided to go ahead with the transfer of my pensions. At every step of the way Tyra and other colleagues at My Wealth have been efficient and responsive and I feel happier and confident now that my money will be better looked after to support me and my family in the future, and that I have ongoing support or advice whenever needed.

After taking early retirement Christopher Speak provided straight forward practical advice on available investment plans to match my finances. I was able to make an informed decision on my future finances with the confidence that's My Wealth would invest my funds to their full potential. Would highly recommend 👌

Everything was done really well always kept informed about what was happening

Ben is an excellent financial advisor. His advice was insightful, informative, and incredibly helpful. He answered all of my questions thoroughly, and I left the session feeling much more confident and informed about my financial decisions.