Helping millions of employees to improve their financial future

Trusted by hundreds of organisations from all sectors

Wealth at Work group in numbers

£3.9bn+

Assets under management

700+

Trusted blue-chip clients

55,000

Individual employee enquiries per year

3,500+

Advice meetings per month

7,000

Number of seminars per year

450

Number of employees

Meet the group

The Wealth at Work group is a leading financial wellbeing, retirement and workplace savings specialist - helping employees to improve their financial future.

This is achieved by providing support in the workplace on a range of financial matters from financial wellbeing issues such as debt and money management through to share plans or pensions and preparing for retirement.

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

my wealth private provides investment advice to employees of many of the UK’s leading companies and pension scheme members to help them understand their personal financial situation.

my wealth invest provides non-advised investment services which have been designed for those with simpler investment requirements.

EFW Private provides financial guidance and advice for the private and public sector.

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At Wealth at Work group, we believe our people are what make us. Find out more about joining our team

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