my wealth private Reviews 

The meeting allowed enough time to explore what I wanted to and opened up some new ideas. I didn’t feel rushed or pressured into doing something now with agreement being we would follow up in a year

I’ve been using My Wealth for several years now after being recommended by family. Following the retirement of my original adviser, I met with Luke Martin for the first time today.

Luke was professional, friendly, and extremely knowledgeable. He guided me clearly through the recommendations and took the time to discuss what would be best for both my current situation and future goals. I immediately felt comfortable speaking with him — it honestly felt like I’d known him for years.

My Wealth have consistently proven to be trustworthy and genuinely seem to have their clients’ best interests at heart. I would highly recommend them.

James was very clear and patiently explained everything to me in layman’s terms. He is very easy to converse with and I fully trusted him to guide me thru and manage my account.

Had my yearly review with Luke Martin yesterday. the discussion was very informative and some new ideas were presented to me which I did not think about, Luke was very knowledgeable.
I would not hesitate to recommend this company to invest my money in

Their teamwork and customer service is second to none. Daily updates via email or the app are also excellent sources of information that allows you a clear reflection of your investment.

Excellent service. Listened to and understood my needs then delivered a plan that, hopefully will deliver

had a team call with Ben Saunders and it was a really good meeting. Ben covered all of my questions and his answers were clear and very informative enabling me to make decisions relevant to my needs. highly recommended

I had an online meeting with Andrew Hooper today to discuss my pension plans.
I found Andrew pleasant, professional, very direct& straight talking ,taking time to answer my questions and give his advice as best he could. I found his advice very useful .Thank you.

I went on this site as I had never had any financial advice. I was guided by a gentleman called Ryan who was extremely knowledgeable and very pleasant to talk with, he put lots of effort into showing how my money could be invested and what they could do with my pensions to make them work better.
Sadly at the end of the day I decided it was not the path I wanted to take with my finances. When I explained this to Ryan he asked my concerns but at no stage did he try to pressure me into joining them, he accepted my decision and wished me well and explained I could return at any stage. If things changed I would definitely use them again and ask for Ryan .

I was very happy with the advice and help given to negotiate my financial needs. Have recommended a couple of colleagues to also take advice from this company. Adam has been positive and supportive throughout the whole process.

I'm sorry but I have been so disappointed with this company. Really poor service. The people were generally nice, but the lack of any respect for you as an individual was stark. It felt like "give us your money and then go away. "

I have been receiving financial advice from John Sherman since deciding to accept voluntary redundancy from the NHS. John has listened carefully to my financial goals and has suggested the best way for me to achieve these. He has been very responsive and supportive in addressing my questions and assuring me that I have understood what we have agreed when I am asked by my employer to confirm what pension options I am taking. I am assured that going forward my investment portfolio will be managed effectively as I am a total novice and have shared my decisions about how much 'risk' I am willing to take with my investments.

I found Sharon to be excellent in gaining all the information she required to provide me with a personal, focused oversight of my personal financial situation.
She also offered lots of information on different ways to invest my money to support my plans/wishes for retirement and to aid me make an informed choice about my financial future.

Meeting Experience on Friday 15th May 2026

I had a virtual meeting with Luke Martin on Friday 15th May and I was highly impressed with his knowledge, professionalism and his helpful advice. I have total confidence in him and I look forward to continue to invest in MyWealth.

Very professional and very helpful in mapping out complex issues in a clear and concise manner. Used them due to recommendation from a trusted friend and very glad that I have. I too would highly recommend.

Had my 3rd chat/seminar yesterday, this time with Ash. He was patient with me, especially since having a mental block with things financial, and took his time to explain the same thing in different ways till it 'stuck'. The advice given initially did make me think it was a sales pitch but then a light bulb moment and I saw his info was actually hugely helpful. Looking forward to the next hook up.

The seminars they run are good. The adviser I spoke to during my initial consultation was very dismissive because I look young. He asked me how old I was and then very obviously tried to end the call. Whenever I asked questions he acted like it didn't concern me. He failed to ask when I plan to retire which is in less than 10 years.

James Doyle was extremely warm, helpful, patient, and knowledgable. He gave fair and unbiased advice on my NHS pension and plans for the future

Ashley has provided straightforward advice and a clear pathway for my finances

Our advisor was pleasant to deal with. It would appear that transactional times are a little slow (up to 10 business days), as far as I can see, my first transaction took 11 days. I would have to agree with Kenny Coopers review of 06.03.26. I will reserve my judgement for 5 years time as I was advised that historical data suggests investments have never failed over time. Unfortunately the only true winners are the financial guru's and our sycophantic paltering Cabinet.