my wealth private Avis 

Sharon gave me clear, helpful advice, with no pressure.

Excellent service from everyone I had contact with. However, special recognition must go to Kerry McCrohon. She was very patient, knowledgable and explained all options available to me. There was no pressure and the information was clear and concise I was able to make and informed choice on how to proceed.
I have recommended MyWealth to all my colleagues and friends.

Sharon was patient and explained things in a way that both of found easy to understand. She was credible and we trusted her instinctively. The advice was sound and she took time to understand our requirements thank you.

Had a meeting with Sharon today who provided an excellent service on behalf of the company. She was more than happy to answer any queries we had regarding the complexities of financial matters. Would definitely recommend this company.

I had an informative session with Andrew Hooper today to discuss my pension options on retirement; he was very professional and approachable, and provided assurance on my financial situation.

Ben was very knowledgeable and gave us the information we needed to make decisions about our pension and savings. Would highly recommend

Really helpful call with Sharon. Clear language and patient as we took time to understand the complex financial issues she was explaining to us. We have agreed a follow up call. I would highly recommend Sharon to anyone wanting to understand the complexities of pensions and other NHS financial issues.

Our advisor was clear in explaining what were the best options for me and how my fund would look like moving forward. The meetings were scheduled to suit my needs. The app is easy to access and use.

A very informative meeting.
Ben Saunders explained various tax efficient methods regarding my pension enabling me to make informed decisions.

Aaron Haddock did a session with me on your stocks & shares ISA. He went through an overview of the market and how the product works and patiently answered my many questions. He was very helpful and approachable and I learned a lot from speaking to him so I’m very grateful. Thank you Aaron!

I was recommended to this company so was definitely pleased with the initial appointment with Josh. Now I feel my Investments are in very good hands. My meetings have been very open and honest, Josh is certainly a credit for the company.

Had two calls with Anthony to review income, expenses, pension forecasts with/without early retirement and more.

He provided a great service - professional, polite, knowledgeable, helpful and friendly.

Many thanks!

I had a great experience working with My Wealth Strategic Planner, John Sherman. He really took the time to listen to my financial needs and clearly explain the different options available to me. What I appreciated most was how he made the process educational — I learned a lot about areas of personal finance I’d previously overlooked.

John strikes a rare balance between expertise, professionalism, and a genuine human touch. I’d highly recommend him to anyone looking for trusted financial guidance.

Would like to thank Thomas Ley. Thomas was always very professional, patient and clear in his communications. He was always prompt to respond to any correspondence. Thomas was an exemplar to the company. Thank you.

As part of my redundancy package I was offered the opportunity to review my options for Pensions and investments. I had numerous meetings with Jack Mason who was extremely patient, offering me advice in a non pressured manner. The advice was always very well explained and followed up with paperwork making a review easier to understand. I am very happy with advice received and the options I decided to take.

I had an incredible experience during my sessions with Charles, whose patience, expertise, and professionalism truly stood out. I'm deeply grateful for the valuable insights and support he provided, and I’m absolutely considering continuing with their services in the future.

I met Andrew Hooper online. He guided me through the issues and questions around financial planning and was able to advise me appropriately about next steps. Andrew was good humoured, knowledgeable and patient with his time and I greatly appreciated his advice.

Had a Teams meeting with Anthony regarding my works pension which was not rushed. He was extremely helpful and supportive to both my husband and myself, giving us both his time to explain this complicated topic thoroughly, informing me of all my choices and options. Thank you Anthony for your time and support to Nick and myself.

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.