my wealth private Reviews 

Ashley at MyWealth is always professional, knowledgeable and patient! Each meeting is a pleasure, he explains things in a way that makes navigating my finances much easier.

From my initial introduction to the My Wealth team via a session organised by my workplace, Lewis Chesters and his team have been integral to our family's financial planning. Professional, patient and with deep knowledge of personal wealth management, My Wealth's advise and products have already proved to be a worthwhile investment. Furthermore, Lewis's personable approach makes every interaction a pleasure.

Through a work based initiative, we decided to seek advice regarding our finances and my pension. We have been impressed with the level of service and the advice given has been clear and practical. Ash explained/explains everything clearly and made recommendations which were personal to our situation and always ensured we understood options available. The ongoing support and access to information about our finances is re-assuring.

I have been with My Wealth since 2022, when my employer (NHS health board) introduced me to the company via a retirement seminar. I am in my 30s, and thought that this is the right time to start preparing, so that I can optimise my funds and hopefully benefit from decades of wise decisions when the time comes.

Four years in, I am very glad I did. I have had 2 advisors before Ashley Young, both of whom were very good, but in Ashley I feel as though I've found my financial advisor. He really explains things very clearly in a way that resonates with me, and he has challenged my thinking and helped me to understand more about financial matters. Nothing has been too much trouble, and he has helped me calculate and forecast different pension options.

Since being with My Wealth, I have opened an AVC in addition to my NHS pension, and I've been able to consolidate my savings into the right (for me) combination of cash, investments, and ISAs to suit my lifestyle and future plans.

Having Ash on my team has made me feel more confident and reassured about the future. I can make fully informed decisions now, which puts me in a place of strength. We meet twice a year, but when I've had queries at other times, Ash has been quick to respond and happy to help.

I have no hesitation in recommending both My Wealth as a company, and Ashley Young as a financial advisor.

Thank you Ash, and the whole MW team!

I have found wealth at work to be really helpful and prompt with all our financial planning. Ashley Young has always been informative and given great advice. Hes explains the process of each action in ways that we can easily understand so that we can make the best decisions to suit our needs . Couldn't ask for anymore .thank you wealth at work and Ashley

Really pleased with the service provided by Ashley Young around retirement arrangements and investment options. Ashley managed to explain all the details in a simple way and took his time to ensure I fully understood what was going on. He gladly answered every question I posed, and gave me time to reflect on the information. Ashley clearly explained what was going on at every step and gave clear instructions around any forms that needed to be completed/signed. It really feels like Ashley is in my corner and looking out for me and my family. I would highly recommend Ashley and My Wealth to family and friends.

I am in touch with My Wealth as a result of a pension course at my work. I am now retired. I have had 3 appointments already with Louis and he is really understanding and helpful. I needed to be reassured that I was making my lump sum work as hard as it can within my personal plans and this was arranged for me with easy to understand appointments and using the Teams on my laptop. I am very pleased with the service

I was introduced to My Wealth whilst still working attending training courses and seminars on all areas of finance.
Once I decided to retire, I started working with Ashley Young who has proven to be an excellent advisor and support through the various processes needed to transfer my funds into a managed SIPP. I needed someone I could trust and understand my individual situation and our Teams calls, phone calls and emails have been helpful every time. Nothing is too much trouble.
Everyone I have had contact with has been professional, knowledgeable and friendly and happy to answer my questions with patience and valuable experience.

I cannot recommend them highly enough.

As a soon‑retiring member of police staff, I appreciated the clarity and reassurance provided during our recent Teams meeting with John Sherman. My wife and I discussed our retirement planning in detail, and John confirmed that our financial position is sound, with a strong and sustainable surplus of income over expenditure. This gave us both real peace of mind.

He also raised an important point about the long‑term impact of inflation on cash savings and explained how our current investment approach supports long‑term growth potential. His advice was thoughtful, balanced, and clearly focused on long‑term financial wellbeing.

John also explained how an ongoing advisory service can help reduce risk, improve capital efficiency, and provide active day‑to‑day investment management. It was a helpful reminder of the value of structured financial oversight.

We both found the meeting informative and confidence‑building, and we would strongly recommend John Sherman to anyone seeking clear, honest, and well‑explained financial guidance.

The most important aspect about dealing sensibly with our own finances is to fully understand what monetary decisions really make sense in a challenging financial world. MyWealth and the expertise of our personal advisor helps us to find the smartest pathways to making the right choices for our future. We've been utilising MyWealth for a few years now and with the help of Liam, our advisor, we've been able to fully realise the true potential of our savings. With his help, we feel confident that our money is in 'safe hands', is growing and accessible whenever we need it.

Last year I met with Liam Bonny who helped to guide me on financial advice which I had neglected over the years. Explaining that having all my eggs in one basket, probably wasn’t the best way to make the most out of our funds.
Having never had the time to fully understand what and how to invest, Liam made this an easy transition.
Having just had a quick review, we gave set plans for this years ISA allowances. Liam is always available to discuss any matter, no matter how big or small.
He also helped with an ageing AVC that I took out when I joined work 32 years ago which is now earning instead of me paying lots of fees and having little knowledge of what I needed to do.
Great service. A pleasure to work with. Thanks for all your help. 🙌🏼

I have had good investment opportunities and great customer experience and all the staff are very helpful and friendly have had all the support needed to get investment started and done

Was referred to this company by work as considering partial retirement and it’s a bit of a minefield understanding pensions and options! The help I received was incredible, I could not fault the advisor I had. John Sherman was fantastic nothing was too much trouble for him, he helped me with forms everything!! Not once making mr feel like the old dinosaur I am!!!

Ben was very informative and easy to talk to. After the meeting I felt more confident about my financial retrial plans.

Today I had a meeting with John Shermin regarding my retirement plan. John made me feel at ease straight away. He is very knowledgeable about pensions and has helped me work out when I can retire, which has been a huge weight off my shoulders. If I have any further financial concerns, I would definitely consult with John again.

I had the opportunity to receive financial advice from Andrew Hooper, who demonstrated exceptional professionalism and expertise throughout our discussions. His approach was methodical, organised, and clear, which greatly helped me in understanding my financial situation.
Exploration of Financial Options: Andrew guided me through a variety of options tailored to my financial position. He introduced alternatives that I had not previously considered, broadening my perspective and opening my eyes to opportunities I was unaware of.
Valuable Guidance: His advice and guidance regarding the decisions I need to make have proven invaluable at this stage of my career. Andrew’s insights have provided clarity and direction, ensuring I am well-equipped to navigate important financial choices.
Recommendation: Based on my experience, I would not hesitate to fully recommend Andrew as an outstanding financial adviser. His dedication and knowledge make him a trusted professional for anyone seeking financial guidance.

Excellent yearly financial review Friendly knowledgeable advisor Following the review we felt to be in a better situation going forward on our financial endeavours especially with the current worldwide economic and political situation Our advisor walked us through our financial options without leading us rehearsed recommendations A very fruitful review well done
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I moved my pension funds and investments to Wealth at Work just over a year ago. Liam Bonny became my personal financial advisor and helped me to put in place a robust and flexible financial strategy for the future tailored to my risk appetite. After neglecting my finances for a number of years, I wanted to feel that my money was being managed properly by people I could trust without having to be personally hands on. I'm very happy with the advice Liam gave me and the way he listened carefully, explaining matters to me in a way that was friendly, respectful and easy to understand. Liam is very approachable and easy to talk to and very knowledgeable. Wealth at Work communications are timely with just the right level of detail and the App enables me to track progress as often as I want. Overall I'm very pleased with my decision and feel reassured that my retirement funds are in the best hands.

My wife and I contacted Wealth at Work as we were both approaching retirement and wanted advice on how best to secure our financial future once we stopped working. As we have different pension arrangements—money purchase and defined benefit—it was important to us that we received individual, tailored advice.
Jack Mason provided our advice and met with us on several occasions, producing personalised financial plans for each of us. Throughout the process, Jack was extremely professional, approachable, and easy to talk to. He explained complex matters clearly and adapted his approach to suit our different levels of experience with financial planning.
Jack was also well supported by Wealth at Work; appointments were well organised and the summaries of our meetings were always thorough and professionally presented. Once we had decided on the options to proceed with, the implementation was handled very smoothly, even though one of our cases was relatively complex.
Overall, we would highly recommend both Jack Mason and Wealth at Work.

Thank you to Jake, Michael and Mitch for their calls. I really appreciated the financial advice and guidance I was given!