my wealth private Avis 

Very professional and very helpful in mapping out complex issues in a clear and concise manner. Used them due to recommendation from a trusted friend and very glad that I have. I too would highly recommend.

Had my 3rd chat/seminar yesterday, this time with Ash. He was patient with me, especially since having a mental block with things financial, and took his time to explain the same thing in different ways till it 'stuck'. The advice given initially did make me think it was a sales pitch but then a light bulb moment and I saw his info was actually hugely helpful. Looking forward to the next hook up.

The seminars they run are good. The adviser I spoke to during my initial consultation was very dismissive because I look young. He asked me how old I was and then very obviously tried to end the call. Whenever I asked questions he acted like it didn't concern me. He failed to ask when I plan to retire which is in less than 10 years.

James Doyle was extremely warm, helpful, patient, and knowledgable. He gave fair and unbiased advice on my NHS pension and plans for the future

Ashley has provided straightforward advice and a clear pathway for my finances

Our advisor was pleasant to deal with. It would appear that transactional times are a little slow (up to 10 business days), as far as I can see, my first transaction took 11 days. I would have to agree with Kenny Coopers review of 06.03.26. I will reserve my judgement for 5 years time as I was advised that historical data suggests investments have never failed over time. Unfortunately the only true winners are the financial guru's and our sycophantic paltering Cabinet.

Ashley at MyWealth is always professional, knowledgeable and patient! Each meeting is a pleasure, he explains things in a way that makes navigating my finances much easier.

From my initial introduction to the My Wealth team via a session organised by my workplace, Lewis Chesters and his team have been integral to our family's financial planning. Professional, patient and with deep knowledge of personal wealth management, My Wealth's advise and products have already proved to be a worthwhile investment. Furthermore, Lewis's personable approach makes every interaction a pleasure.

Through a work based initiative, we decided to seek advice regarding our finances and my pension. We have been impressed with the level of service and the advice given has been clear and practical. Ash explained/explains everything clearly and made recommendations which were personal to our situation and always ensured we understood options available. The ongoing support and access to information about our finances is re-assuring.

I have been with My Wealth since 2022, when my employer (NHS health board) introduced me to the company via a retirement seminar. I am in my 30s, and thought that this is the right time to start preparing, so that I can optimise my funds and hopefully benefit from decades of wise decisions when the time comes.

Four years in, I am very glad I did. I have had 2 advisors before Ashley Young, both of whom were very good, but in Ashley I feel as though I've found my financial advisor. He really explains things very clearly in a way that resonates with me, and he has challenged my thinking and helped me to understand more about financial matters. Nothing has been too much trouble, and he has helped me calculate and forecast different pension options.

Since being with My Wealth, I have opened an AVC in addition to my NHS pension, and I've been able to consolidate my savings into the right (for me) combination of cash, investments, and ISAs to suit my lifestyle and future plans.

Having Ash on my team has made me feel more confident and reassured about the future. I can make fully informed decisions now, which puts me in a place of strength. We meet twice a year, but when I've had queries at other times, Ash has been quick to respond and happy to help.

I have no hesitation in recommending both My Wealth as a company, and Ashley Young as a financial advisor.

Thank you Ash, and the whole MW team!

I have found wealth at work to be really helpful and prompt with all our financial planning. Ashley Young has always been informative and given great advice. Hes explains the process of each action in ways that we can easily understand so that we can make the best decisions to suit our needs . Couldn't ask for anymore .thank you wealth at work and Ashley

Really pleased with the service provided by Ashley Young around retirement arrangements and investment options. Ashley managed to explain all the details in a simple way and took his time to ensure I fully understood what was going on. He gladly answered every question I posed, and gave me time to reflect on the information. Ashley clearly explained what was going on at every step and gave clear instructions around any forms that needed to be completed/signed. It really feels like Ashley is in my corner and looking out for me and my family. I would highly recommend Ashley and My Wealth to family and friends.

I am in touch with My Wealth as a result of a pension course at my work. I am now retired. I have had 3 appointments already with Louis and he is really understanding and helpful. I needed to be reassured that I was making my lump sum work as hard as it can within my personal plans and this was arranged for me with easy to understand appointments and using the Teams on my laptop. I am very pleased with the service

I was introduced to My Wealth whilst still working attending training courses and seminars on all areas of finance.
Once I decided to retire, I started working with Ashley Young who has proven to be an excellent advisor and support through the various processes needed to transfer my funds into a managed SIPP. I needed someone I could trust and understand my individual situation and our Teams calls, phone calls and emails have been helpful every time. Nothing is too much trouble.
Everyone I have had contact with has been professional, knowledgeable and friendly and happy to answer my questions with patience and valuable experience.

I cannot recommend them highly enough.

As a soon‑retiring member of police staff, I appreciated the clarity and reassurance provided during our recent Teams meeting with John Sherman. My wife and I discussed our retirement planning in detail, and John confirmed that our financial position is sound, with a strong and sustainable surplus of income over expenditure. This gave us both real peace of mind.

He also raised an important point about the long‑term impact of inflation on cash savings and explained how our current investment approach supports long‑term growth potential. His advice was thoughtful, balanced, and clearly focused on long‑term financial wellbeing.

John also explained how an ongoing advisory service can help reduce risk, improve capital efficiency, and provide active day‑to‑day investment management. It was a helpful reminder of the value of structured financial oversight.

We both found the meeting informative and confidence‑building, and we would strongly recommend John Sherman to anyone seeking clear, honest, and well‑explained financial guidance.

The most important aspect about dealing sensibly with our own finances is to fully understand what monetary decisions really make sense in a challenging financial world. MyWealth and the expertise of our personal advisor helps us to find the smartest pathways to making the right choices for our future. We've been utilising MyWealth for a few years now and with the help of Liam, our advisor, we've been able to fully realise the true potential of our savings. With his help, we feel confident that our money is in 'safe hands', is growing and accessible whenever we need it.

Last year I met with Liam Bonny who helped to guide me on financial advice which I had neglected over the years. Explaining that having all my eggs in one basket, probably wasn’t the best way to make the most out of our funds.
Having never had the time to fully understand what and how to invest, Liam made this an easy transition.
Having just had a quick review, we gave set plans for this years ISA allowances. Liam is always available to discuss any matter, no matter how big or small.
He also helped with an ageing AVC that I took out when I joined work 32 years ago which is now earning instead of me paying lots of fees and having little knowledge of what I needed to do.
Great service. A pleasure to work with. Thanks for all your help. 🙌🏼

I have had good investment opportunities and great customer experience and all the staff are very helpful and friendly have had all the support needed to get investment started and done

Was referred to this company by work as considering partial retirement and it’s a bit of a minefield understanding pensions and options! The help I received was incredible, I could not fault the advisor I had. John Sherman was fantastic nothing was too much trouble for him, he helped me with forms everything!! Not once making mr feel like the old dinosaur I am!!!

Ben was very informative and easy to talk to. After the meeting I felt more confident about my financial retrial plans.