my wealth private Avis 

My wire and I had a very informative discussion and understood our current financial position, as well as what necessary action we need to take to insure our future finances.
We understood what is required of us in terms of savings etc to secure a stable retirement when that age arrives.

I had a very informative first meeting with Sharon Rogers, who was very understanding of my situation. She reassured me that I would have her support throughout the process. She was very patient and helped me consider how much income I would need in retirement and balanced this with potential income from part-time work while drawing on my pension. I came away with some possibilities that I hadn't considered but will definitely need to have further discussions.

My retirement planning session with Sharon was amazing. Utilising her professionalism, she guided me through all my income/expenditure options. Highlighting area’s that I didn’t even consider which would have impacted my Future Wealth! Especially highlighting an old Pension that I had assumed I couldn’t take until 67. Which I’ve since acted on to improve my overall financial stability. Don’t be put off by the pre-meeting due diligence, do your future self a massive favour and book an appointment NOW. Your future self-will thank you for it.

I appreciate the independent and professional advice from My Wealth Private. They helped me make sense of my pensions and investments, providing clear guidance for my future. The team’s expertise and attention to personal objectives make planning for retirement much less stressful.

I met with John Sherman this week to review my retirement plans. He was extremely personable, instantly putting me at ease and engaging in personal conversation.
His advice and support in looking at my pension predictions was very reassuring and he made some helpful suggestions of questions to ask my pension provider.
I would certainly contact him again if I need further advice, or if my situation changes. He was very knowledgeable, but also a pleasure to talk to.

Tanya Munro

Very clear guidance from the outset. Prompt responses to any queries I had, in plain English so I knew what the next steps were. An excellent Financial Advisor and the wider company were very good at presenting information clearly and effectively to enable me to make informed choices.

Made to feel very comfortable about talking finances with Andrew which is always a sensitive subject and found this informative and helpful.

Was really feeling quite lost and confused re NHS pension figures Id been sent and what to do given my circumstances.
Sharon Rodgers was fantastic, so personable and understanding.
Took her time to explain things and put my mind at rest, having worked through the figures with me.
I now have a plan in place that I am very happy with.

Had a one to one appointment with Anthony Vasiliou and came away with a clearer picture of how my pension can work for me. Can't recommend Anthony and this service enough especially if like me you have lots of questions. Will definitely be making another appointment for this time next year.

Would highly recommend My Wealth. They are very user friendly and helpful and provide very regular updates

Would 100% recommend MyWealth and specifically Lewis Williams. Went through a questionnaire to determine that I'm a 'cautious' investor. Was extremely patient over a period of about 6mths in the run up to my early retirement. Extremely knowledgeable and understanding. Explained everything and put my mind at rest over what is one of the biggest financial decisions of your life. Very pleased and very confident. Lewis gets back to my queries straight away and is always there. Thank you!

I have made the decision to retire 1 year before my official retirement date and have been drowning in figures and decisions that need to be made. I had a meeting with Anthony Vasiliou today which has been a great help in knowing where I stand with my finances when I retire. This and the pre-retirement session has given me the tools to be confident that I have made the right decision. Anthony was very patient and was able to answer all my questions and went through my figures and gave me a clear indication of where my finances stand. I would highly recommend both the pre-retirement session and the follow up support with Anthony. Thank you!

Had a 1-2-1 with Andrew and after holding up my paperwork for him to get some figures off, he gave me all the advice and information I needed. We went through an income and expenditure sheet that he shared on screen and after working it all out, the numbers were better than expected, although I know it was not concrete, but gave me a good idea of them. He was very thorough and answered all my questions without hesitation. I thanked him very much and felt much happier than before it started. Very professional chap.

Had my first pension consultation with MyWealth this week.
I have to say I was very impressed with their service and in particular their representative John Sherman.
He was very easy to talk to, with a professional and amiable approach to the meeting,and made things clearer and easier to grasp,which isn’t easy when it comes to NHS pensions.
I’m very happy with the service they provide and look forward to continuing my pension journey with John and his team.

John Sherman was excellent. He took a comprehensive summary of my financial situation and gave excellent, targeted and independent NHS pension advice. This service was offered free at point of access via my NHS Trust and I cannot recommend it enough. Thank you, John.

My experience with Wealth at Work was that they were very professional and the advice provided and the written report were very informative.
Anthony was really patient and explained everything clearly so I was able to fully understand my financial position and the service that Wealth at Work could provide.

Accessibility of my financial advisor.
His patience and support throughout the process.
The clarity of information provided both verbally and written materials.
The assistance advice during the form filling process.
The ability to connect to the app to get status updates.

Sensible pension advice, not pushy- comprehensive review and understanding of my needs and finances

Very good experience and the fact you can see your investment progress on your mobile phone becomes somewhat addictive but great fun
You also have complete control over your money too which is important