my wealth private Reviews 

Had great review meeting with Liam today who explained clearly and professionally my different financial options for continuing with my portfolio.

Meeting with Jack has been informative and his patience and grounded nature has been reassuring.
Communication has been excellent and responsive.

My first session started in Feb 2025, its been an educative experience.
Its been worthwhile, consultant has been very patient, informative, no question has been too much.
I have been reassured and feel confident taking up the investments recommendation.

My review was with Liam who was very knowledgeable about my investments & was easy to discuss my options going forward

Initial helpful Retirement Planning meeting followed by free Trams meeting. Spoke to Lewis and helpful no obligation discussion of money and my wife’s NHS pensions etc. them offered further, no obligation strategy discussions for private pension. The information over further Teams meetings were instructive and helpful, no pressure. Staff follow up with texts or telephone calls always polite and helpful

My review was carried out by Sharon. The information was clear and concise , helping to guide my through my various options.

My financial review was carried out by Liam who was very clear and easy to talk to. His professional advice was very helpful giving me confidence to continue investing with Wealth at work.
Thank you Liam

I’ve had an excellent experience working with MyWealthPrivate and wanted to say thank you for the help and support I’ve received. A special shout‑out to Anthony Vasiliou for the time he took to offer help and guidance, and his insights on how to plan ahead for the future. Appreciated the help and thank you once again.

Andrew provided me with a perfect amount of clarity in regard to my current financial options. As a neurodivergent individual it is extremely important that I am not bombarded with a mountain of information without the inclusion of a clear explanatory process. Andrew delivered all of that and more!! Thanks so much.

Excellent advice from Ryan O Neil, no problems transferring my other pensions to My Wealth, and happy that they are looking after my affairs.

Mr Saunders was well informed and helpful.

First appointments with the adviser were very positive hence I decided to invest, how service after has not been good.
I have had to constantly chase next steps, emails are not answered promptly- very disappointed.
I am reluctant to add to my investment going forward.

I work for the NHS and I decided to look at my pension status, I had 2 pension pots and it was so confusing it gave me a headache. I attended the pension workshops provided by this company and it all began to make sense. I booked a 1-1 session with an adviser, who explained my pensions in detail. I was advised to think about what I wanted to do, and another session was arranged for me nearer the time that my pension was due. Again everything was explained in terms that was easy to understand. In my final session I was provided with a financial strategy planner and now I know what my future holds.
I would like to thank Sean Doherty and Sharon Rogers for their help and support. You explained everything in detail and you did it in a way that was easy to understand.
I would advise anyone who's as confused as I was to access the pension workshops and the support that this company offers.
Again thank you for your help.

Had a very helpful discussion today with Andrew Hooper. No hard sell, he explained details in helpful way. Good advice given to be getting on with creating my own start on proper financial planning and then support in 6 months time as needed. Was helpful wake-up call to get myself in order.

Finances can be overwhelming, especially when it concerns pensions and you future is wrapped up in it. However Kerry McCrohon took the time to explain everything in detail, answered every question and made the whole process straight forward. This gave me a feeling of total confidence in her and the company and an understanding of what happens moving forward. I would recommend a conversation and see the bigger picture.. especially when we now have a timescale to my retirement and a positive looking outcome.

Andrew Hooper was exceptionally professional, friendly, and empathetic to my financial situation. He explained everything clearly and made it easy to follow. I would highly recommend Andrew to anyone seeking guidance on savings, pensions, or general financial planning. Thank you for the excellent advice.

A large number of NHS staff jobs, clinical and non-clinical, are being cut over the next couple of months. The UK government have confirmed c18,000 administrative and managerial jobs planned to cease, with up to 30k jobs in total estimated to be impacted by wider restructuring across hospitals as well through 2026.

At an extremely difficult, stressful time for many hardworking and committed staff, often whole families working in different parts of the NHS impacted, who work at a minimum wage, My Wealth have stepped into the breach to give independent expert advice without the promise of recompense from people who do not earn enough to invest and generally would not have access to financial services of this calibre for free.

I found advice given to me by John Sherman, Strategic Planner, to be excellent. Without the promise of any sort of commission at the end of the consultation, John was compassionate, interested and above all trustworthy and he gave sound advice on a number of different issues that made a real difference to the decisions I need to make for myself and my family.

I would highly recommend the service, which is free, no hard sell, transparent and trustworthy.

Importantly, John had a solid understanding of the complex NHS Pension schemes (three different types that all have different - worsening over time - terms and conditions) and this is invaluable as not many financial advisers have this specific expert knowledge.

Do consider this service if you need free, fair and expert advice - I would not be able to access this quality of advice due to the usual costs associated elsewhere. I also left feeling more able to use the facts of our situation to negotiate the way forward for myself and my family and other dependents who rely on my income.

I had an excellent meeting with John Sherman relating to my NHS pension. He was very knowledgeable in all aspects of the NHS pension and state pension as well as tax. He was very helpful and sent me a summary with links to assist me when th what we had discussed. I have already recommended him to my colleagues. I felt a lot clearer about what to do after the meeting

John Sherman was really helpful, knowledgeable and easy to chat to. The help and advice he has provided me,has been really useful in planning my early retirement.
The experience has been smooth and professional, and I would highly recommend this company and in particular John.

I found the advice extremely helpful and informative. Sharon was very friendly , knowledgeable and went over anything I was not sure of. I found it very helpful to be able to talk to someone about my finances as a whole. There is no hard sell just useful information to help you with making decisions going forward.