my wealth private Avis 

Had several calls with Luke Webster from Wealth at Work and found him to be most helpful. Thanks to his advice and guidance, I feel that I am in a good position with my investments for retirement. I found Luke to be professional, courteous, and extremely knowledgeable. I also found that his support helped cut through a lot of the technical jargon and he was able to concisely explain many of the difficult concepts around pensions and investments.

I had an excellent call with Ben Saunders. He was prompt, clear and very easy to talk to. He helped me validate my own assumptions which has been very reassuring. I will definitely use them in future.

I was referred to My Wealth following a work webinar. The initial appointment was relaxed and captured my requirements with no pressure. The follow up appointments were spread over several months and took sometime to get pension information from other providers to make an informed choice. I would highly recommend Graham, he was very informative, patient and answered all my questions. I’m hoping for increased performance on investments now the money is managed.

The initial pension workshop and individual meetings were very informative and helpful in thinking about how money can be invested to get better longer term returns.
The follow up meetings were clear and gave good basis to make decisions. The service was friendly but professional. Thank you.

We found the initial meetings really helpful and easy to follow. The documents issued to us were accurate and captured my and my husbands investments preferences. My wealth's main rep and call site quickly responded if we had a query. We felt supported throughout by Kirsty and her team. No pressure. We both highly recommend my wealth.

I have an NHS pension and Adam Gerrard from the my wealth team helped with advice and also helped us collate the multiple pensions my husband built up over years of different pensions as a self employed person.
Excellent service and advice , we are extremely pleased with our investments and the advice of Adam who is not only extremely knowledgeable but personable and kind to two people who don't have a clue.🤣

Staff.. A company is in my opinion only as good as its employees and representatives. Well, Wealth at Work has been excellent. From the first meeting which was presented to a sizeable number of my workmates to the one to one follow ups and correspondence with the hard working and efficient admin staff who ensure everything slots into place... They are collectively excellent.
Prior to my consultations I had little understanding of pensions or how they differ. This was all explained to me in easy to understand bites. Questions I had about the multiple little bits of pensions I'd accrued here and therein a totally haphazard way suddenly made sense. I was given advice on how I could trace what I'd paid. when I was later able to present my meagre
Contributions my advisor Louis talked me through options for each and which ones would and would not benefit me by consolidating. Absolutely no pressure just options and facts. No wild promises or unrealistic aims.
Since then I've realised that waiting until I was in my 60's before I did anything about it was rather foolhardy but Wealth at work (Louis) and myself have now made a plan that should enable me to retire in 3 or 4 years before I'm too old to enjoy it.
I have and will continue to recommend Wealth at work to my family and younger work colleagues. Some action now could vastly improve their retirements.

Brilliant service throughout, my advisor was very patient with me and was very understanding of my circumstances, he guided me through everything and put my mind at rest, thank you so much, I look forward to our next meeting

Received a really thorough and personalised service from Ben at My Wealth. He was able to explain things in ways we understood and answer questions when we needed further clarification. On the back of his advice we have made some changes to our finances and it has really helped with our longer term planning.

I met with Andrew today who really helped me understand the realities of what you need to know and do before you retire. I wanted to be able to make an informed decision on the best time to retire and if I could afford it and these questions were all answered. It was a really genuine and helpful discussion, feeling so much better informed now, thank you for making it easy to talk through the complexities of the pension world. Would recommend for anyone who is unsure of retirement planning.

I contacted Ryan O'Neil and the my wealth team to help me collate the multiple pensions that I have built up over my years of working with different companies. The team helped me review my pensions, advised where I should collate into one of the my wealth plans or leave with existing pension company. The team made this process slick and were prompt with any questions that I had either via email or phone. I would high recommned my wealth if like me you have mulitple pensions which are being poorly managed and need advice on how to assist you to plan for your retirement.

I met with Andrew today. Was anxious that I might waste his time (and mine) as my 'ducks' are still to get into order. Did a financial overview of current situation and what this might look like in 5 years when I finally may/can retire from NHS (1995 & 2015 scheme). Would highly recommend and advise to persevere and overcome the passing through of 'fog' and overwhelm of the NHS pensions system - at the very least get a sense of where one may be at currently and to begin to plan towards full retirment (in NHS) and beyond....

Had a great call with Jack Mason today. He really took time to understand my goal and was very informative and helpful, changing how I think about my investments and the future. A positive experience.

Got a teams call as planned. Discussed options and risk in detail.
Advisor (Ahmed Refaat) appeared very knowlegable and easy to connect with.
A good honest service. Was even invited to visit the head office for a look around.

I had a great call with Faye today. Not only was she able to assist with my question but also gave me an incredibly helpful steer on a couple of other matters that I was not expecting her to be able to help on. So many thanks to her and to my employer for facilitating this service.

Ben was very helpful and detailed in explaining my pension options. I would recommend My Wealth Private and Ben most highly. Made a complicated subject understandable.

Very easy to deal with , everything done effortlessly . Kept well informed with Teams and emails throughout the start up process .

Thank you to Anthony for the professional advice and arranging the advice reports. I appreciate the meetings we had to go through the questions.
The concern remaining was the transferring of the fund to be managed by a third party and not having any dealing with them in the earlier discussions.

Met with Sharon Rogers on the 26th May who was very knowledgeable, gave us great advice and put us at ease discussing our future investment and financial concerns. We would fully recommend My Wealth's services

The staff are so ptient and helful they will explain something more than once and fully support your understanding of everything including risks. I would recommend their services.