my wealth private Reviews 

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.

I have had a great experience recently with Ashley Young at My Wealth. Ashley has given me really clear information to help me understand my NHS pension and all the options available to me. Ashley is very patient and knowledgeable.

Very professional, helpful and constructive advice. Inspired confidence in my financial planning.

I've been with MyWealth a number of years and have always been reassured that they listen and understand my current and future financial needs. Had my annual review with Liam Bell today and a very positive meeting which gives me a he gave me a few financial options which I'm hoping to explore later this year.

John Sherman was very helpful with regard to financial decisions I wished to discuss, as I am due to retire very soon. He advised about some alternatives I could look at with regards to savings.
Very useful information shared

A great company with exceptionally knowledgeable staff. No hard sell. In fact I would say the opposite. I have been with them for a couple of years and would have no qualms referring friends to them. So easy to work with. My initial advisor had left the company but Liam, who had taken over from him, was fully versed in my situation and I felt very comfortable dealing with him.

I spoke with Sharon Rogers who was absolutely lovely! She explained everything in a friendly and thorough way and was more than happy to answer any questions I had.

Would thoroughly recommend!

I have been with my wealth for a number of years and have always found them to be very helpful and understanding of my needs. I have just had my review with Luke who was very helpful and friendly. He took his time to go though my present and future financial needs and suggested ideas that may be to my benefit without being pushy allowing me to make my own decisions and plans for my future.

The company were really helpful at putting me in touch with an advisor who clearly understood my financial situation and how to make my money work better for me. I had numerous appointments with an advisor who got to know my situation and how best to help me.

This morning I had to contact My Wealth at Work over an extremely personal and difficult subject.
I received a phone call from Mr Mark Mortimer, from the very start of our conversation I was treated with absolute respect and dignity.
Mark took me through all the aspects of my business while explaining everything clearly as he went.
Nothing was too much for him and he immediately put my mind at rest over several issues.
I have always found My Wealth at Work to be first class in the sterling service they provide.

I was directed to my wealth by a friend. I had already heard of them through our NHS pension advice seminars. The first introduction was very informative, no hard sells, but a discussion about our needs and requirements. Stephen was our advisor who talked us through the steps and he provided us with a detailed profile of our income and expenditure, risks and how to make our money work best for our future. Leaving my wealth to manage our portfolio has allowed us peace of mind that the experts are working behind the scenes to maximise our income

Had our yearly review with Luke. First time meeting Luke but it was evident he had taken time to understand our needs and was incredibly helpful as well as knowledgeable. I’ve been with my wealth now for 3 years and my husband has been with them for a year since retirement. Very happy with the service.

Excellent F2F meetings with financial advisor.
Up to date advice and guidance

Liam is knowledgable in the finance field and does a great job of keeping us informed of past developments and how to deal with our financial future. I feel totally at ease with Liam and the way he deals with us as clients.

Liam is very informative, knowledgeable and easy to deal with in respect of our finances. It’s a pleasure to talk with him. I feel reassured that our investments are in good hands.

We have just received our two year review with Liam, all aspects of our finances were discussed and our questions were answered professionally and clearly. We look forward to future investment and a long relationship of trust and prosperity.

I have been in regular contact with my wealth for over two years now. The company has advised me all the way through my process of consolidating and indeed obtaining a pension I was able to take at 60 years of age.
After the initial consultation with my wealth I was assigned a very genuine, caring and knowledgeable fund manager. Darren Traynor has been with me all the way through this process, he has been, honest, available when needed, polite and he understood, what my wife and I needed from my pension pot. He spoke in genuine English so you could understand what he was talking about and was always prepared to go over things again with you if you needed to better understand things. One statement he said to my wife and I, while on a teams call, really stuck in my memory, he said that everybody’s pension pot was important whether it be for a few thousands of pounds or hundreds of thousands of pounds, they are all important to the individual. That 100% hit the mark for me. Darren was always able to fit team’s meetings around our work schedules, so very often, early evening meetings were arranged not the usual 9 until 5 of some companies.
I have been very happy with my experience with my wealth so far, the fees charged are slightly higher than some competitors, however I’ve now experienced trying to get funds out of other reputable pension companies to consolidate my investments into one pot, this was an absolute minefield. They never want to speak with you just take your fees and hope you just keep bobbing along with them, but put up as many hoops as possible when you want to take your money out. Darren and my wealth were there to help every step of the process.
Finally a few words for Darren’s assistant Leona, also a credit to my wealth.

I had an initial appointment with Stephen following a pensions seminar organised by the fire service. I was very impressed by the professionalism shown, and his ability to answer all my questions, as a result of this I have chosen to transfer savings from ISA's and invest with My Wealth.

Following my initial call with an advisor, where we discussed the options around pension consolidation including taking a portion of my current workplace pension due to changing life circumstances, he gave clear advice and guidance and was available for follow up questions.
I have appreciated his knowledge in this area and am now in a better position to move forward.
I am also now able to track my investment performance via a handy app.
Highly recommended!

Jamie made the process of setting up our ISAs as easy as possible. Everything was explained in detail and all of our queries were answered. I was a bit wary initially but after Jamie ran through all of the information I have confidence we have invested wisely.