my wealth private Avis 

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.

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.