my wealth private Reviews 

Ben was very helpful. We discussed my outgoings and assets and came up with a plan.for my pension pot. Also, he is going to follow up in September. Excellent service.

Good communication and the advice was second to none. Made us feel at ease and happy with moving our money and my wealth to manage on our behalf. Thank you 👍

Such a professional company but with a fantastic personal touch when you’re dealing with them - so far our returns using their expert advice have way out performed than we could have imagined - we have invested more again as we are so happy with their approach and wouldn’t hesitate to recommend

I have been impressed with all interactions. Communication has always been timely, professional and valuable.
My meeting today with Andrew Hooper was extremely enlightening and helpful. Andrew was very patient and he is an effective communicator.
I am very grateful for his advice, which has given me a clear plan of action.

I have been getting invaluable advice from John Sherman of My Wealth. His knowledge of the NHS pension scheme, AVC’s and investments is second to none. He managed to answer all my questions and queries and made me feel totally at ease and confident he has pointed me in the right direction. I would highly recommend anyone talking to him about tax avoidance and investing for their future wish I had done it years ago.

It has been a pleasure discussing my finances ,in particular pensions with the Team. I found the advisors Katie and Sharon very helpful.

Sharon is very knowledgeable, friendly and yet professional. She was also very thorough.

I will definitely be recomending to friends and colleagues.

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Firstly, we would highly recommend, My Wealth Private because they are reputable, through and professional in every aspect of financial advice.
We have a wonderful Financial Advisor, who we contact with regards to our pensions or any financial concerns, we may come across.
From the start of our Retirement journey with My Wealth, they have provided exceptional and outstanding advice. We would say a definite ,YES if you are considering appointing, My Wealth to manage your Pensions and Investments.
Kind Regards, from us both.

John Sherman provided excellent personalised financial advice. He provided reports very promptly and followed this up in meetings, giving detailed and easy to understand explanations. He listened to the information I gave so all recommendations were relevant to my situation and feelings about finance. Overall, John made an area that I find complicated very accessible. He is professional, knowledgeable and personable and provided an outstanding service.

I would highly recommend a meeting with Sharon to anyone needing impartial advice regarding pensions and savings.
Not only was she a pleasure to discuss my concerns regarding my pension, but her knowledge and explanations were given in an easy to understand way, and so beneficial to me. When the meeting finished, I felt a lot more prepared than I thought I was for when I finally take my pension.
Thank you so much Sharon
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For us, as I imagine for many, the prospect of embarking on a voyage into the unknown and considering placing a large (to us) sum of money into something we'd no previous experience of, was a little daunting.

We had of course carried out our due diligence and satisfied ourselves that all was in order, however, anxiety lingered, and we wondered whether it would 'feel right' to place the required amount of trust in an organisation, but, specifically, the individual representing that organisation.

Our meetings with Alistair started reassuringly - we were in his hands, but the emphasis on listening, both to our situation, and our aspirations and concerns, offered great confidence.

The process is clearly a considered and thorough one, but Alistair's patience, methodical recording of detail, and, ultimately, the recommendations he made (which accorded exactly with all that had been discussed) left us feeling informed, positive and wholly comfortable with the entire process.

We were particularly struck by the various stages that are involved, all of which Alistair explained in advance, as well as the illustrations and forecasts pertinent to our situation. We of course realised it wouldn't be an immediate process, but understanding the meeting schedule, the timescale for transfer of monies and then investment, meant we felt in control and had all of the required detail and information to fully comprehend, despite the obvious complexities.

Huge thanks to Alistair for everything to date, and we look forward to our relationship prospering as our monies hopefully do likewise!

I was looking for advice on investments and Tyra at My Wealth got in touch. The service at My Wealth was thoroughly professional and courteous. The investment process, the risks and any charges were explained thoroughly. All my questions were answered in detail to my satisfaction. I am quite satisfied with my choice of using My Wealth for investing.

The advisor was extremely personable and my husband and I felt she was trustworthy. She explained everything as basically as possible and was patient and clear with responses to our questions.

They give back advice, purely so they could get control of my savings and charge me for the pressure of them losing my savings. To get out I would still have tax to pay...even though I'm still down on my initial investment!

Clarified my pension pot and the positive situation I'm in. I gained an understanding of my options and came away feeling optimistic about my future.

We(both my husband and I) had an excellent meeting with Ben Saunders who was extremely knowledgeable and answered all our questions in depth. Ben provided unbiased advice and has provided information which will help guide us in the right direction. There was absolutely no pressure from Ben. We will not hesitate to contact Ben.

I recently had a wealth pension advice review with John Sherman and found the experience extremely positive. The advice was clear, straightforward, and explained in a way that made everything easy to understand. John took the time to go through my current pension arrangements in detail, clearly outlining the options available to me along with the benefits and potential risks of each.

I particularly appreciated that I never felt rushed or pressured. I was given plenty of time to digest the information, ask questions, and properly consider my options before making any decisions. The whole process felt transparent, supportive, and focused on helping me feel confident about my financial future. I would highly recommend his services.

Following attendance at an Affinity Webinar through the NHS last year I was then introduced to My Wealth. My husband and I had an online meeting with Ben Saunders. It was extremely informative and Ben explained everything really well and I came away with a plan of action and much deeper understanding of how to plan for the future.

Excellent meeting with Ban Saunders - answered all my questions, gave us some additional things to think about. We now feel as though we can plan our retirement options with confidence.

Absolutely brilliant understanding of retirement and pension context and options available.
Very practical advice and high quality analysis of financial opportunities and risks.

I was introduced too my wealth via,
my wife and her connection with them ,
through the NHS . I must say I’ve been very, impressed by the professionalism and expertise of my advisor Craig Furner .
He has been excellent all through the process of transferring and investing, my personal pensions . I would have no hesitation in recommending Craig and my wealth in the future.