my wealth private Opiniones 325

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.

Today I had a meeting with John Shermin regarding my retirement plan. John made me feel at ease straight away. He is very knowledgeable about pensions and has helped me work out when I can retire, which has been a huge weight off my shoulders. If I have any further financial concerns, I would definitely consult with John again.

I had the opportunity to receive financial advice from Andrew Hooper, who demonstrated exceptional professionalism and expertise throughout our discussions. His approach was methodical, organised, and clear, which greatly helped me in understanding my financial situation.
Exploration of Financial Options: Andrew guided me through a variety of options tailored to my financial position. He introduced alternatives that I had not previously considered, broadening my perspective and opening my eyes to opportunities I was unaware of.
Valuable Guidance: His advice and guidance regarding the decisions I need to make have proven invaluable at this stage of my career. Andrew’s insights have provided clarity and direction, ensuring I am well-equipped to navigate important financial choices.
Recommendation: Based on my experience, I would not hesitate to fully recommend Andrew as an outstanding financial adviser. His dedication and knowledge make him a trusted professional for anyone seeking financial guidance.

Excellent yearly financial review Friendly knowledgeable advisor Following the review we felt to be in a better situation going forward on our financial endeavours especially with the current worldwide economic and political situation Our advisor walked us through our financial options without leading us rehearsed recommendations A very fruitful review well done
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I moved my pension funds and investments to Wealth at Work just over a year ago. Liam Bonny became my personal financial advisor and helped me to put in place a robust and flexible financial strategy for the future tailored to my risk appetite. After neglecting my finances for a number of years, I wanted to feel that my money was being managed properly by people I could trust without having to be personally hands on. I'm very happy with the advice Liam gave me and the way he listened carefully, explaining matters to me in a way that was friendly, respectful and easy to understand. Liam is very approachable and easy to talk to and very knowledgeable. Wealth at Work communications are timely with just the right level of detail and the App enables me to track progress as often as I want. Overall I'm very pleased with my decision and feel reassured that my retirement funds are in the best hands.

My wife and I contacted Wealth at Work as we were both approaching retirement and wanted advice on how best to secure our financial future once we stopped working. As we have different pension arrangements—money purchase and defined benefit—it was important to us that we received individual, tailored advice.
Jack Mason provided our advice and met with us on several occasions, producing personalised financial plans for each of us. Throughout the process, Jack was extremely professional, approachable, and easy to talk to. He explained complex matters clearly and adapted his approach to suit our different levels of experience with financial planning.
Jack was also well supported by Wealth at Work; appointments were well organised and the summaries of our meetings were always thorough and professionally presented. Once we had decided on the options to proceed with, the implementation was handled very smoothly, even though one of our cases was relatively complex.
Overall, we would highly recommend both Jack Mason and Wealth at Work.

Thank you to Jake, Michael and Mitch for their calls. I really appreciated the financial advice and guidance I was given!

Ben was very helpful. We discussed my outgoings and assets and came up with a plan.for my pension pot. Also, he is going to follow up in September. Excellent service.

Good communication and the advice was second to none. Made us feel at ease and happy with moving our money and my wealth to manage on our behalf. Thank you 👍

Such a professional company but with a fantastic personal touch when you’re dealing with them - so far our returns using their expert advice have way out performed than we could have imagined - we have invested more again as we are so happy with their approach and wouldn’t hesitate to recommend

I have been impressed with all interactions. Communication has always been timely, professional and valuable.
My meeting today with Andrew Hooper was extremely enlightening and helpful. Andrew was very patient and he is an effective communicator.
I am very grateful for his advice, which has given me a clear plan of action.

I have been getting invaluable advice from John Sherman of My Wealth. His knowledge of the NHS pension scheme, AVC’s and investments is second to none. He managed to answer all my questions and queries and made me feel totally at ease and confident he has pointed me in the right direction. I would highly recommend anyone talking to him about tax avoidance and investing for their future wish I had done it years ago.

It has been a pleasure discussing my finances ,in particular pensions with the Team. I found the advisors Katie and Sharon very helpful.

Sharon is very knowledgeable, friendly and yet professional. She was also very thorough.

I will definitely be recomending to friends and colleagues.

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Firstly, we would highly recommend, My Wealth Private because they are reputable, through and professional in every aspect of financial advice.
We have a wonderful Financial Advisor, who we contact with regards to our pensions or any financial concerns, we may come across.
From the start of our Retirement journey with My Wealth, they have provided exceptional and outstanding advice. We would say a definite ,YES if you are considering appointing, My Wealth to manage your Pensions and Investments.
Kind Regards, from us both.