Helping you improve your
financial future

We can help you take control of your money to reach your financial goals

Get in touch
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We're here to help

Following financial education and guidance, for those wishing to understand their personal financial situation, support is provided through a helpline from ‘my wealth’.

At this point, we can offer access to investment advice, which provides specific recommendations on, for example, retirement planning and can adapt in line with changing needs. We also offer other investment options (on a non-advised basis) for those with simpler investment requirements.

The Wealth at Work group in numbers

26,000 invested clients

Over 20 years' experience

£3bn+ assets under management

Our simple three
step process

1 Speak to a personal financial coach

2 Discuss your specific financial goals

3 Plan your next steps

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Ready to take control
of your financial future?

Our Wealth Services team are happy to help answer any of your questions. Our lines are open 9am to 6pm Monday to Thursday, and 9am to 5pm Friday. We are closed at the weekend. We will respond to all emails within 24 hours or the next working day.

Get in touch
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